Edward Mcdevitt III is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2016. Outside of his advisory role, he serves on the finance committee of Bridge House, a nonprofit providing transitional support to the homeless and working poor in Boulder, CO, and he also participates on the board and finance committee of Springside Chestnut Hill Academy, a K-12 educational institution. 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 provides access to proprietary research and a broad range of capital markets services.

Fred Carrolli is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been affiliated with UBS in various capacities since 1996. UBS Financial Services Inc. 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 and provides a broad range of capital markets and custody services.

Ryan Mahoney is a financial advisor at UBS Financial Services with a Series 66 designation and experience in the legal sector prior to entering the financial industry. He has worked at several law firms, including Fairfield and Woods, P.C., Davis Graham and Stubbs LLP, Dorsey and Whitney LLP, and Day Carter and Murphy LLP. 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 and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jan O'Connell is a financial advisor with UBS Financial Services in Austin, TX, holding a Series 66 designation and totaling 20 years of industry experience. She has been with UBS Financial Services Inc. since 2006. Outside of her advisory role, she is involved in product sales and promotion related to grocery stores through Pita Pal Industries, Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning services.

Nancy Barrett is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Bank of America since 2011 and Merrill since 2010. Barrett serves as an advisory board member for the Fashion Incubator of San Francisco, a nonprofit supporting small business development. 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 based on clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Timothy Laughlin is a financial advisor at UBS Financial Services in Kansas City, MO, with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has worked at First National Bank of Kansas since 2008. 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 combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its client solutions.

Heather Mount is a Certified Financial Planner (CFP®) with 18 years of experience in the financial services industry. She has been with UBS Financial Services since 2015. Outside of her advisory work, she serves on the Board of Directors for the Girl Scouts of Citrus Council, participating in governance and finance committee decisions. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, utilizing proprietary research and model-based strategies to tailor investment plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services to provide a broad range of financial solutions.

Justin Demko is a financial advisor at UBS Financial Services in Los Angeles, holding a Series 66 credential with 26 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, Mr. Demko is involved in agricultural and aviation businesses, including managing avocado cultivation and aircraft ownership. He also serves on the board of Angel Flight West, a medical charity that provides air transportation for those in need. 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 and offers a broad range of capital markets services.

Jose Maria De Teran is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for several years. He holds a Series 66 designation and is based in Miami, FL. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes custody, underwriting, market-making, and affiliated banking programs.

Jose Alejandro Leopando is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2008 to 2021 before joining UBS in 2021. 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, offering proprietary research and a wide range of capital markets activities.

Serena Khoury is a Series 66-licensed financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS and Morgan Stanley, with her most recent tenure beginning at UBS Financial Services in 2025. 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, employing proprietary capital market assumptions and research to tailor investment plans and portfolio management.

Sharon Garza is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2010 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Sonia Trivedi is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services Inc. 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 utilizes proprietary market assumptions and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Taylor Mahlandt is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, Mahlandt worked at J.P. Morgan Securities LLC and Morgan Stanley, and served three years in the U.S. Army. In addition to advisory work, Mahlandt has ongoing military service with the Texas National Guard. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Ariana Mary Waitkavicz is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and holds a Series 66 designation. She is based in Hunt Valley, MD. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances while offering a wide range of capital markets services.

Therese Stanko is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and Morgan Stanley Smith Barney. Her career includes two separate tenures at UBS, spanning over 11 years in total. 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, drawing on proprietary research and model-based asset allocations to tailor client solutions.

Peter Auer is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Ellicottville Brewing Company, IES Abroad, and Saint Joseph's University. 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 employs proprietary research and model-based asset allocations to tailor client strategies.

Tara Mccann is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering a wide range of capital markets and investment solutions.

Emma Munden is a financial advisor with UBS Financial Services in Weehawken, NJ. She holds the Series 66 designation and has one year of industry experience. Prior to joining UBS, she worked at various organizations including Pfau Golf Course and State Farm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending programs.

Aleksandra Nigro is a Series 66-registered financial advisor with 11 years of industry experience, currently with UBS Financial Services Inc. since 2013. She operates out of Northbrook, IL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.