Rebecca Sterling is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2015, including a brief tenure at First Republic Investment Management. Sterling will be presenting on tax and estate planning strategies at the 2025 USC Gould School of Law Tax Institute. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to client goals and risk tolerances.

Tracy Nakashima is a financial advisor with UBS Financial Services in Honolulu, HI, holding a Series 66 designation and 26 years of industry experience. She has been with UBS since 2007. Nakashima has served as treasurer and board member for nonprofit organizations focused on children's health and welfare as well as youth charity activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Louise Wood is a Series 66-registered financial advisor with UBS Financial Services in Denver, Colorado, bringing 15 years of industry experience. Her prior roles include positions at Bank of America and Merrill. Outside of her advisory work, she serves as an English instructor in the Department of Adult and Online Studies at Belhaven University and is involved with the Douglas County Libraries Foundation, supporting its fundraising and community outreach efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Julia Munchel is a CFP® professional with 11 years of industry experience, currently serving clients at UBS Financial Services since 2015. She holds Series 65 and Series 66 licenses and is based in Pittsburgh, PA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor strategies to client goals.

Martin Shea is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and having four years of industry experience. Prior to joining UBS, he worked at ODW LTS, LLC and Ariel Corporation. He serves on the board of directors and the finance committee at Saint Joseph Montessori School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances while offering institutional trading capabilities alongside wealth management.

Joseph Dieterle IV is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at UBS since 2020. Prior to his advisory role, he was involved with Hayden and Bros Home Maintenance for three years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to clients’ goals.

Maria Stathakis is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor plans based on clients’ goals and risk tolerances.

Steven Goldman is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Robert Bickham is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Benjamin Brinkman is a financial advisor with UBS Financial Services in Wayzata, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at Fulcrum and held roles with the Iowa Heartlanders, the University of Notre Dame, and the University of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Malinda Maile is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63, 65, and 66 licenses and 24 years of industry experience. She has been with UBS since 2009, totaling 17 years at the firm. Outside of financial advising, she serves on the board of directors for SHEILA LLC, a company involved in construction and equipment leasing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored advice supported by proprietary research and model-based asset allocations.

Patrick Millian is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a range of capital markets solutions.

David Gerber is a CFA® charterholder and holds a Series 63 license. He has 13 years of industry experience and has been with UBS Financial Services since 2012. Outside of his advisory role, he owns and operates a real estate business through a sole proprietorship. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining model-based asset allocations and research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and lending solutions.

Yang Chai is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America from 2017 to 2019. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies for clients.

Timothy Kelly is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2010. The firm serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, offering financial planning, portfolio management, and a range of alternative products. UBS integrates institutional trading capabilities with wealth management, supported by proprietary research and a comprehensive platform of capital markets services.

Jeffrey Oster is a financial advisor at UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Tyler Merz is a financial advisor with UBS Financial Services in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. He previously worked at Morgan Stanley and has held roles at several other financial and non-financial firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and advisory solutions.

Stephen Kane is a Series 66-licensed financial advisor with UBS Financial Services in Hartford, CT, where he has worked since 2011. He has 13 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client solutions.

Mabel Lee is a financial advisor with UBS Financial Services in New York, NY, holding 18 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and global teams to tailor client strategies. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Emily Duncan is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and PCL Industrial Construction. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets offerings.