Michael Spiedel is a financial advisor with UBS Financial Services in Boise, ID, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he has a personal ownership interest in agricultural land in North Dakota that he rents to a local farmer. 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 offerings.

Taylor Chaplin is a Certified Financial Planner (CFP®) with 10 years of experience, currently serving clients at UBS Financial Services Inc. since 2016. Based in New York, NY, Chaplin holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of 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 and portfolio management to clients’ goals and risk tolerances.

Rigby Peckham is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, Peckham held positions at Cypress Equity Investments, Amundi US, and Wayfair Inc. Peckham also has several years of involvement with the Spindle Rock Sailing Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial planning and portfolio management.

Regina Stuzin is a financial advisor at UBS Financial Services with 12 years of industry experience. She has been with UBS since 2013 and holds the Series 66 designation. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor plans to client goals.

Patterson Robertson is a Series 66-licensed financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2013 and has prior business involvement as a managing partner of family-owned farming and ranching partnerships. In addition, he serves on several nonprofit boards, including The Nature Conservancy’s Texas chapter and Dell Children’s Medical Center Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates in multiple financial market roles, expanding its service offerings.

Paul Douglas is a CFP®-designated financial advisor with 18 years of industry experience, currently with UBS Financial Services in Austin, TX, where he has worked since 2009. He serves on the Board of the University of Akron National Alumni Association, supporting the university’s community and alumni initiatives. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets and wealth management solutions. The firm integrates proprietary research and institutional trading capabilities to tailor investment strategies to clients’ goals and risk profiles.

Joshua Carter is a financial advisor with UBS Financial Services in Knoxville, TN, holding a Series 66 designation and nine years of industry experience. He has previously worked at Bank of America, N.A. and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through 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 and offers proprietary research and affiliated lending programs.

David Greenman is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2015. 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 services, leveraging proprietary research and capital market models to tailor strategies to clients' goals.

Timothy A. Shelton is a financial advisor with UBS Financial Services, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Alex is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. 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.

Ary Carol Velasco Jr is a financial advisor with UBS Financial Services in Miami, FL, holding a Series 66 designation and 19 years of industry experience. Prior to joining UBS in 2024, he worked for 12 years at CITI Private Bank. UBS Financial Services Inc. 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 and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

William Gilcher is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with UBS since 2012. 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, offering a broad platform that includes proprietary research and affiliated banking programs.

Nathan Thomas is a financial advisor with UBS Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with UBS since 1998. 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 broad range of services such as custody, underwriting, and proprietary research.

Philip DiPasquale is a financial advisor with UBS Financial Services in Rochester, NY, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with UBS since 2011. DiPasquale serves as a trustee for the B. Thomas Golisano Foundation and is involved with the Nativity Preparatory Academy of Rochester as a member of its Finance Committee. He is also the proprietor of DiPasquale Brothers Beverages LLC, a venture collaborating with local craft brewers to produce small-batch beverages and support at-risk children through sales. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and delivers tailored investment solutions based on proprietary research and model-based asset allocations.

Dylan Wynne is a Series 66 licensed financial advisor with two years of industry experience. He is currently with UBS Financial Services and has prior experience at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 model-based asset allocations.

Leandro Geraldo Antonaccio Jr. is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Adidas - Transmission Creative and D'Aprile Properties - CASA Florida Group. 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, supported by proprietary research and a broad platform of capital markets activities.

Lindsay Belton Paugh is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves as Chair of the Finance Committee at the First Church of Christ Scientist in Atlanta, where she assists with annual budgeting and financial reviews. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Dean Goldstein is a financial advisor at UBS Financial Services with a Series 66 designation. He has been with UBS and other financial firms since 2024 and has no prior industry experience before that. His background includes time at Pharo Management and Valiant Management Group, as well as education at the University of Michigan-Ann Arbor. 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 integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

William Peyton Jr. is a Series 66-registered financial advisor with UBS Financial Services in Chapel Hill, NC, with 17 years of industry experience. He has been with UBS Financial Services since 2008. 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 offers proprietary research and a broad range of capital markets solutions.

Carrie Pedecine is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with UBS Financial Services Inc. since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.