Jeffrey Alecci is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 63 designation and 38 years of industry experience. He has been with UBS since 2016. 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 services and provides research-driven investment strategies tailored to clients’ goals and risk tolerances.

Cory Durham is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Durham serves on the Board of Directors for Hunger Busters, a nonprofit that provides take-home meals to low-income children in the Dallas Independent School District. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor strategies to clients’ goals and risk tolerances.

Christopher Buckley is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at UBS Financial Services since 2018, following prior roles at Stifel, Nicolaus & Co., Inc. and Merrill Lynch. Buckley also worked at Adelphi University from 2014 to 2018. 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Julian Sanchez is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. from 2016 to 2019 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based 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 tailor strategies for clients.

Adriana Cajigas is a financial advisor at UBS Financial Services with 14 years of industry experience. She previously worked at Morgan Stanley for nine years and held roles at J.P. Morgan Securities and JPMorgan Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jonathan Woloshin is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 25 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products supported by proprietary research and institutional trading capabilities.

John Keller is a financial advisor at UBS Financial Services with 16 years of industry experience. He previously worked at UBS Securities LLC for 11 years before joining UBS Financial Services. Keller serves on the board of directors for Council 1869, a nonprofit focused on breaking the cycle of poverty and expanding opportunities in under-resourced communities. 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 to tailor plans based on proprietary research and model-based asset allocations.

James Feggelle is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. 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 to tailor plans to clients’ goals and risk tolerances.

Shane R. Lunsford is a financial advisor with UBS Financial Services in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Michael Mckay is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 credential and has been with UBS since 2005. Mckay is involved with the United Way of Greater Cincinnati’s Tocqueville Society, a charitable organization. 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 to tailor investment strategies to clients’ goals and risk tolerances.

Eric Singer is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services alongside proprietary research and data analytics.

Tyler Webb is a Series 66-licensed financial advisor with seven years of industry experience, currently with UBS Financial Services in San Diego, CA. His prior experience includes roles at Lucia Capital Group and involvement in Webb Construction. 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 and portfolio management to clients’ goals and risk tolerances.

Mark Geist is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding a Series 66 credential and 21 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Geist serves as secretary and interim treasurer at Maranatha Camp and is a board member of the Platte Institute, a charity focused on organizational governance and strategic planning. 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. The firm uses model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Jason Dworak is a financial advisor with UBS Financial Services in Lincoln, Nebraska, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is involved in real estate investments, including hotel development and ownership interests in commercial properties. 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 solutions for clients.

Milan Outarsingh is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation. He has been with UBS since 2020, with intermittent gaps in employment, and has no prior industry experience before joining the firm. His background includes roles outside of finance, such as work at Indiana University and Oakbrook Golf Club. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and capital market models.

Katherine Woodbury is a financial advisor with UBS Financial Services in Wilmington, NC, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with UBS since 2019 and previously worked as a homemaker from 2013 to 2019. Woodbury serves on the North Carolina Council for Women & Youth Involvement advisory board, advising the governor and staff on issues affecting women and children in the state. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and lending programs.

Barry West is a financial advisor at UBS Financial Services with 49 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2010. Outside of his advisory role, he serves on the board of directors for 190 East 190 Corp, a company involved in managing a building in New York City. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor client solutions.

Leba Eshaghoff is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2011 and holds a Series 63 designation. Outside of her advisory role, she is a partner in real estate partnerships involving office building ownership and undeveloped land investments in California. 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 uses proprietary research and model-based asset allocations to tailor client solutions.

Allison Wisniewski is a financial advisor with UBS Financial Services in Brooklyn, NY, holding a Series 66 designation and having 24 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, offering 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 leverages proprietary research and model-based asset allocations to tailor investment plans for clients.

Jonathan Casimini is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he previously worked at Chops City Grill from 2009 to 2017. 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 investment strategies.