David Fong is a financial advisor with UBS Financial Services in Rancho Cucamonga, CA, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has been with UBS Financial Services since 1981. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Charles Gillis is a CFP® professional with 25 years of experience in financial services. He has been with UBS Financial Services in Atlanta since 2012. Outside of his advisory role, he supports Children's Healthcare of Atlanta by hosting donor events and engaging with the nonprofit community. 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 leverages proprietary research and capital market assumptions to tailor financial plans.

Cameron Price is a financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS since 2018 and previously held roles at Abercrombie & Fitch and Millennium Systems. He holds a Series 66 designation and is based in Irvine, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Patrick Filice is a financial advisor at UBS Financial Services in San Francisco, CA, with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside his advisory role, he serves as trustee for the Judith Huyck Trust, managing investments to support his sister’s lifestyle. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Marc Wong is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, Wong serves on the board of the Long Island Community Foundation and is an officer of Project Music Heals Us, a nonprofit organization that presents classical music performances to diverse audiences for education and healing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of advisory and capital markets solutions.

Tonia Dillon is a financial advisor with UBS Financial Services in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she manages seasonal rentals of a property she owns in Naples, Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Kirtana Patel is a CFP®-certified financial advisor at UBS Financial Services with 10 years of industry experience. Her prior roles include positions at Bank of America, Merrill, P.J. Robb Variable Corp., and Crump Life Insurance Services. She also took time away from the industry as a stay-at-home mom for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and manages both fee-based and discretionary portfolios.

Andrew Powell is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Merrill, Bank of Texas, and NRL Mortgage. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products through a platform supported by proprietary research and model-based asset allocations.

Anthony Tramonte is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Spuntinos, Mineola Middle School, and The University of Scranton. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor client solutions. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Wendy Oldendorf is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 66 licenses with 35 years of industry experience. She has worked at UBS since 2006 and has prior experience with Piper Jaffray Inc., Dain Bosworth Incorporated, Byeslys, and Chip Rice BC Financial. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Richard Abrams is a financial advisor at UBS Financial Services in New York, NY, with 42 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 65 credentials. Abrams also serves as trustee for multiple family trusts and is an executor of an estate. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and fiduciary solutions.

Barry Peterson is a financial advisor at UBS Financial Services with 15 years of industry experience. He previously worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC before joining UBS in 2021. Peterson serves on the boards of QueensCare, where he participates in grant decisions to support under-insured and low-income populations in Los Angeles, and Volunteers of America Los Angeles, which provides Preschool services and housing assistance in the community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice through proprietary research and model-based asset allocations.

Emily Dannenhoffer is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Bridgewater Associates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a range of services including portfolio management, financial planning, and capital markets activities.

Thomas Mcmullen is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory role, he assists with a family-run gourmet popcorn business owned by his wife. 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 plans to clients’ goals and risk tolerances.

Connie Hopkins is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 1996. 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, providing clients access to proprietary research and a broad range of capital markets solutions.

Jennifer Edwards is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and over 25 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she is a limited partner in Timber Lake 647 Association, an investment-related LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to customize client strategies.

Matthew Klein is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Kathleen Sheehan is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Leonard Dedo is a Series 66 credentialed financial advisor with 21 years of industry experience, currently with UBS Financial Services since 2005. He serves as secretary for the Lake Forest-Lake Bluff Rotary Club Foundation, a local charitable organization focused on community service. Additionally, he is a co-manager of Carlisle Partners LLC, involving real estate investment activities. UBS Financial Services Inc. provides brokerage and advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to capital markets. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and multiple service platforms.

Ann Marie Mccormick is a financial advisor with UBS Financial Services in Bethesda, MD, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at UBS Financial Services during multiple periods since 1999. Mccormick serves on the board of directors for Cards for Hospitalized Kids, a nonprofit that encourages the creation and distribution of cards to children in hospitals. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.