Larry Thomas is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 63 designation and 39 years of industry experience. He has been with UBS Financial Services since 2010. 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 plans to clients’ goals and risk tolerances.

Rylee Desin is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and six years of industry experience. Prior to UBS, Desin held positions at Bank of America, Merrill, and has academic experience at the Kelley School of Business and Indiana University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary capital market models and research to tailor financial plans and portfolio management to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad platform including fee-based financial planning, discretionary management, and capital markets activities.

Blake Burchill is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he held roles at 22V Research and Discovery Land Company. He also has a background in education, having worked at Bucknell University, Brunswick School, and Fairfield Country Day. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocation and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm offers a broad platform that includes trading capabilities, wealth management, and affiliated banking services.

Christopher Butsko is a financial advisor with UBS Financial Services in Pittsburgh, PA, holding the Series 66 designation and bringing 21 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Tiffanie Salisbury is a financial advisor with UBS Financial Services, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with broad capital markets capabilities.

William Reilly is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. 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, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Ernest Moncrieff III is a financial advisor at UBS Financial Services in Atlanta, GA, with 45 years of industry experience. He has been with UBS since 1995. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Keith Fallis is a financial advisor with UBS Financial Services in Santa Fe, NM, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill Lynch since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Andrew Mbaya is a Series 66-licensed financial advisor with nine years of industry experience, currently practicing at UBS Financial Services in New York, NY. His prior roles include positions at Oppenheimer and a contracting engagement with UBS Financial via Huxley Associates. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning, portfolio management, and product distribution. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and capital market insights to tailor client solutions.

Adam Fischer III is a financial advisor with UBS Financial Services in Warren, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2011. 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 leverages proprietary research to tailor client solutions.

Chris Pendrak is a financial advisor with UBS Financial Services in Ft. Lauderdale, FL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary capital market research with both discretionary and non-discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad platform that includes financial planning and alternative product distribution.

Ronald Goldgewert is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 to tailor plans to clients’ goals and risk tolerances.

Tyler Matthews is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with 14 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he briefly served as a youth basketball coach for the Lake Washington School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Elizabeth Gardinier is a Series 66-licensed financial advisor with UBS Financial Services in Boulder, Colorado, where she has worked for 12 years. She has 11 years of industry experience. 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, providing a broad range of capital markets and investment solutions.

Paula Sabbagha is a financial advisor with UBS Financial Services in Columbia, SC, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at Bank of America and Merrill. She serves on the board of directors for Special Olympics of South Carolina, participating in fundraising and event activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Scout Zaas is a financial advisor at UBS Financial Services with a Series 66 designation and approximately one year of industry experience. Prior to joining UBS, Scout held positions at Washington & Jefferson College and The Wellington School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocations, and a variety of capital markets and lending services.

Stanford Smith is a financial advisor at UBS Financial Services with 38 years of industry experience. He has worked at UBS since 1994 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he serves as a high school football referee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Jennifer Fitzgerald is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

James Macdonald is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He has been with UBS Financial Services since 2012. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Edward Dawson is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a range of capital markets services.