Christopher Musbach is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at J.P. Morgan Asset Management for five years and at JP Morgan Chase Bank for twenty years. Musbach holds Series 65 and Series 66 licenses and is based in Cincinnati, Ohio. 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 uses proprietary research and model-based asset allocations to tailor investment plans.

Jared Rosegarten is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation. Prior to joining UBS, he worked at All Roads Travel and has experience in education through roles at Indiana University, Beacon High School, and Manhattan Academy of Technology. 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 employs proprietary research and model-based asset allocations to tailor client strategies.

Elizabeth Worsnop is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 research from its Chief Investment Office and UBS Global Research.

Augustus Spaulding is a financial advisor at UBS Financial Services with 15 years of industry experience. He has held prior roles at Cresset Asset Management, Bank of America, and Merrill. Spaulding is president of the local chapter of the Exit Planning Institute. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, integrating proprietary research and model-based asset allocation to tailor financial plans. The firm combines wealth management services with institutional trading capabilities and offers a broad range of capital markets services.

Thomas Podmajersky is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved in a real estate-related business with his wife, focused on property acquisition and potential rental activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Seema Khanna is a financial advisor at UBS Financial Services with 25 years of industry experience and holds a Series 66 designation. Prior to joining UBS in 2024, she worked for eight years at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved in managing rental real estate properties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances. The firm combines wealth management services with institutional trading capabilities and offers various capital markets and lending solutions.

Matthew Leone is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at UBS Financial Services since 2021 and has prior experience at Bank of America and Merrill. He serves on the board of directors for Torpedoes SC, a nonprofit soccer club. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to proprietary research and capital markets capabilities.

Sheldon Ray Jr. is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining UBS in 2026, he spent 11 years at Raymond James & Associates. 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 through a broad platform that includes proprietary research, capital markets services, and affiliated banking programs.

Christopher Reimer is a financial advisor at UBS Financial Services in Buffalo, NY, holding a Series 66 designation. He has been with UBS since 2025 and previously worked at Continuum Venture Partners and held research roles at the University at Buffalo. Outside of advisory work, he has experience in computational research and extended travel. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor strategies based on proprietary research and market analysis.

John Cromling is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2017, following roles at Bank of America and Merrill. Based in Oklahoma City, OK, his career spans multiple leading financial firms. UBS Financial Services Inc. 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 services, using proprietary research and model-based asset allocations to tailor investment plans.

Denny Goforth Jr. is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and 27 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves on the board of directors for Our Lady of Good Counsel High School and the Olney Community Baseball Team, where he is involved in governance, strategic planning, and community engagement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and services through its extensive network of advisors.

Marci Collis is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2008. 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 leverages proprietary research and model-based asset allocations to tailor solutions for clients.

Kevin Snead is a financial advisor with UBS Financial Services in New Albany, Ohio, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes multiple roles at JPMorgan Securities and JPMorgan Chase Bank. He assists the Upper Arlington Education Foundation with budgetary matters to support its nonprofit mission. 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 provides a broad range of services, including wealth management, institutional trading, and capital markets activities.

Brian O Connor is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked at Winged Keel Group and American Business. He holds Series 63 and Series 66 registrations. 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 and offers research-driven, tailored investment strategies.

Stephen Ninow is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual Investment Services, and Durham Jones and Pinegar. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, offering a comprehensive platform that includes custody, underwriting, and capital markets solutions.

Jammie Hunter is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, PNC Investments LLC, Morgan Stanley, and Bank of America. 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 solutions to clients’ goals and risk tolerances.

Chad Tanioka is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Wilshire Advisors for six years before joining UBS in 2022. Chad volunteers on the Investment Committee for the U.S.-Japan Council, a nonprofit organization focused on strengthening U.S.-Japan relations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Janie Weber is a financial advisor at UBS Financial Services with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Major League Baseball. 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 and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicholas Villasenor is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at prominent firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he serves as Treasurer on the Board of Directors for St. John's Lutheran Church of Orange and is a board member of the Orange Grove Lodge #293 Free & Accepted Masons of California. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of products and capital markets services.

Caroline Stock is a financial advisor at UBS Financial Services with seven years of industry experience. She previously worked at Goldman Sachs & Co. LLC for nine years before joining UBS in 2024. Outside of her advisory role, she is a 25% member and beneficiary of Stock and Company LLC, a family-owned agriculture business. UBS Financial Services serves individual, corporate, and institutional clients with 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 and provides proprietary research to tailor solutions to clients' goals and risk tolerances.