Jeyran Ghara is a financial advisor with UBS Financial Services, holding a Series 66 designation and 15 years of industry experience. She worked at Sanford C. Bernstein & Co., LLC for eight years before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to client goals and risk tolerances.

Gabrielle Finn is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Before joining UBS in 2026, she worked in several roles including positions at the United States Congress Committee on the Budget and The Sunwater Institute. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Romeo Habash is a financial advisor at UBS Financial Services with credentials including the Series 66 designation and one year of industry experience. Prior to joining UBS in 2026, he worked at EuroExotics and US Brands Furniture and also spent time at Mount Olive Middle School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations to tailor client portfolios.

Scott Taylor is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he has worked part-time in retail sales at American Eagle Outfitters and The Buckle. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

James Madden is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, he serves as president of a small homeowners association for a condominium complex, providing leadership in property management and improvements. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven, tailored investment strategies.

Michael Picco is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1986 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management through its broader platform of capital markets and research resources.

Ryan Kuroiwa is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he worked at First Hawaiian Bank for six years and held positions at Lyft and the Pearl Harbor Naval Shipyard. 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 financial solutions.

Cornelia Birmingham is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at CIBC National Trust Company and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 financial plans.

Steven Kuzmanoski is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 14 years of industry experience. He has worked at UBS since 2017 and previously held positions at Hightower Securities and Hightower Advisors from 2014 to 2017. Outside of advisory work, he is a silent owner and capital provider of Kuzy Logistics LLC, a transportation and trucking company. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services supported by proprietary research and analytics.

Zachary Herrera is a financial advisor with UBS Financial Services in Garden City, NY, holding a Series 66 designation and 18 years of industry experience. His career includes prior roles at Raymond James & Associates and New York Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also provides institutional trading capabilities alongside wealth management services.

James Spooner is a financial advisor with UBS Financial Services in West Des Moines, Iowa, holding a Series 63 designation and 40 years of industry experience. He has been with UBS since 1989. Outside of advisory work, he owns an agricultural and livestock farm investment business and serves on the Board of Directors for Citizens First National Bank. He also holds the position of President for the Des Moines Area Community College Foundation. 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 provides customized financial planning and portfolio management supported by proprietary research and a wide platform of capital markets and banking services.

Cody Nesbitt is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and having 10 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Vincent Mezzina is a Series 66 licensed financial advisor with UBS Financial Services in New York, NY, where he has worked since 2007, totaling 19 years of industry experience. Outside of his advisory role, he serves as a hall monitor during testing at Immaculate Heart Academy, an all-girls Catholic high school in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Josephine Noto is a financial advisor with UBS Financial Services in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes two decades at UBS Financial Services from 1995 to 2019, a two-year period at Morgan Stanley, and a return to UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm’s platform integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.

John Wyand is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with UBS Financial Services and previously spent 11 years at Valeo Financial Advisors. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including 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 through an integrated platform.

Neil Smith is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and bringing seven years of industry experience. Prior to joining UBS in 2018, he worked as an on-air television analyst and broadcaster specializing in professional hockey with NHL Network, where he remains active part time. He also works as a part-time scout for the Vegas Golden Knights and provides analysis for PAC-12 Network collegiate hockey broadcasts and ECHL minor league events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.

Saman Samii is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation with seven years of industry experience. Prior to joining UBS in 2019, Samii worked at HPISD - Seay Tennis Center for five years. Outside of finance, Samii is a self-employed tennis instructor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Marilyn Page is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved with the Houston Livestock Show and Rodeo, an educational charity for children in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and market analysis.

Demetrios Pilavas is a financial advisor at UBS Financial Services with 18 years of industry experience and holds the Series 66 designation. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers proprietary research, banking, and securities-backed lending programs.

Leon Ciobataru is a financial advisor with UBS Financial Services in Miami, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining UBS in 2025, he spent 13 years at Morgan Stanley Smith Barney LLC and an additional 10 years at Morgan Stanley Private Bank, N.A. He is also involved in commercial real estate property rental in São Paulo, Brazil. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and a broad platform that includes fee-based financial planning and discretionary portfolio management.