Adam Fulton is a financial advisor at UBS Financial Services in Canonsburg, PA, holding a Series 66 designation with 13 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial solutions, including fee-based planning, discretionary portfolio management, and capital markets activities.

Sarah M. Bell is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC and Kendra Scott. She is also a commissioned notary in the state of Oklahoma. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans and portfolio management.

Zhenyu Li is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. Prior to joining UBS in Pasadena, CA, Li worked at UBS AG Singapore Branch and held positions at Trafigura entities and Hays Talent Solutions LLC. 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 plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Mark Giordano is a financial advisor at UBS Financial Services in Philadelphia, PA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining UBS, he worked at UBS Securities LLC and was previously employed at the Washington Township Health Department. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning, portfolio management, and capital markets solutions.

Elysia Bui is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Arrow Homes and served on the Edmonds City Council. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Brett Gasper is a CFP® professional affiliated with UBS Financial Services in Troy, MI, with 24 years of industry experience. He has been with UBS since 2003. Outside of his advisory role, Gasper is involved with Stand Up for Financial Literacy, where he advocates for financial education and participates in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Ogden Hammond is a financial advisor with UBS Financial Services in New York, NY, holding Series 66 and Series 63 credentials and bringing eight years of industry experience. His previous roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and GHEP Capital LLC, where he served as president and managing member. He also manages PerAspera Holdings LLC, a holding entity focused on venture capital investments and liability protection. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management.

David Wehrman is a financial advisor at UBS Financial Services with 28 years of industry experience. He has held his current position since 2000 and holds Series 63 and Series 65 credentials. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Joseph Celes is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he serves as an Investment Board Member for Beach Cities Lodge #753 F & AM, a fraternal organization. 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 provides access to proprietary research and affiliated lending programs.

Patrick M. Evans is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 65 licenses. Evans serves on the Dean's Advisory Council for the LSU EJ Ourso College of Business, advising and supporting the Dean's initiatives. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Enrique Mackinlay is a financial advisor at UBS Financial Services with a Series 66 designation. He has been with UBS since 2025, with prior roles at Sey Tax Group, Premium Merchant Funding, College Fresh, Inc., and Keybees Camp LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets activities.

James Blair IV is a financial advisor with UBS Financial Services in Sugar Land, TX, holding a Series 66 license and 27 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as trustee for a family trust established by his grandmother, overseeing investment decisions and distributions. 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, utilizing proprietary research and model-based asset allocations to tailor client plans.

Andrew Kiernan is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1993. Outside of his advisory role, Kiernan is involved in media and film production, including serving as a media council member for The Paley Center for Media and owning Kiernan Films LLC, which focuses on movie projects. 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 uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Andres Sanchez is a financial advisor with UBS Financial Services in Coral Gables, FL, holding a Series 66 credential and one year of industry experience. Prior to joining UBS, he worked at Miami Way Realty Inc., where he was also a licensed real estate sales associate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Julie Shaw is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with UBS Financial Services since 2015. 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 to tailor investment strategies to client goals.

Jo Anne Guinane Jones is a Series 66-credentialed financial advisor with 13 years of industry experience, currently serving clients at UBS Financial Services in Newport Beach, CA since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management services through a combination of proprietary research and model-based asset allocations.

Raluca Bighiu is a financial advisor at UBS Financial Services with 22 years of industry experience. She has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of her advisory work, she has conducted academic research and published a social studies research paper. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Michael Miller is a financial advisor at UBS Financial Services with 36 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he owns Son Light Productions, a nonprofit-focused video production company through which he produces videos to help organizations communicate their messages without receiving compensation. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies to client goals.

Benjamin Goldstein is a financial advisor with UBS Financial Services in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he manages several residential rental properties through various LLCs he owns. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers a broad suite of capital markets services.

Christopher Doherty is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing a range of solutions including fee-based financial planning, portfolio management, and capital markets services.