Grace Ku is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to UBS, she has been employed with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. since 2010. 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 financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Brian Schiller is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2009. Schiller is named as a successor trustee for the Mahoney Family Foundation, to serve only under a catastrophic contingency. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management and provides a range of capital markets services through its platform.

Tyler Jacobs Ruscher is a financial advisor at UBS Financial Services, holding a Series 66 designation with one year of industry experience. His career includes roles at UBS Financial Services and the YMCA, following his education at Marist University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans and asset allocations to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and affiliated banking programs.

Declan Horan is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at New York Life Insurance Company and The Manor at Silo Falls. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management through its extensive network of Financial Advisors.

Michael Norman is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with three years of industry experience. Prior to joining UBS in 2022, he worked in construction with Quilceda Paving and Construction and has experience in education through Fusion Academy and Washington State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to tailor investment strategies.

Katherine Bachmann is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 66 designation and bringing 11 years of industry experience. She has been with UBS since 2014. UBS Financial Services 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, leveraging proprietary research and a broad range of capital markets capabilities.

Christopher Fallon is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. His prior work includes positions at Soundwatch Capital and Alliant Retirement Consulting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and provides a range of capital markets services.

Joseph Lombardo Jr. is a financial advisor with UBS Financial Services in Westfield, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a blend 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 a range of capital markets and research resources to support tailored client solutions.

Andrea Shea is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2016, with prior experience at Citigroup Global Markets from 2005 to 2009. 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 and uses proprietary research and model-based asset allocations to tailor client solutions.

Richard Dellarusso is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2015. UBS Financial Services Inc. 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 combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor solutions to client goals.

Natalie Knutson is a financial advisor at UBS Financial Services in Orono, MN, holding a Series 66 designation with 11 years of industry experience. She has been with UBS since 2014. Outside of her advisory work, she serves on the board of directors for Children’s Workshop Montessori School, a facility serving young children. 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, delivering tailored financial plans and portfolio management supported by proprietary research.

Melissa Putten Henderson is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 66 and Series 63 designations and seven years of industry experience. She previously worked at Wells Fargo Private Bank for nine years before joining UBS in 2019. Henderson serves as Treasurer and a member of the board for the Child Rescue Coalition, a nonprofit focused on technology to combat child sexual abuse. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and market analysis.

Bernard Paul is a financial advisor with UBS Financial Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Bernard has been involved in fundraising for St. Jude Research Hospital and helped organize a nonprofit reunion event for a former company. He also participates in mystery shopping for the restaurant industry. 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. The firm combines institutional trading capabilities with wealth management services and operates a broad platform that includes brokerage, advisory, underwriting, and custody services.

Evan De Los Santos is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in the restaurant industry and held roles related to recreational sports and education at Texas A&M University and local schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Stephen Miles is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Based in Cleveland, OH, he has spent over a decade serving clients through this firm. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory approach.

James Dill is a financial advisor with UBS Financial Services in Warren, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2008. 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 capital markets services through a network of financial advisors who utilize proprietary research and model-based asset allocations.

Mark Holcomb is a financial advisor with UBS Financial Services in Erie, PA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and affiliated banking services.

Morris Betesh is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Merrill Lynch Pierce, Fenner & Smith, Inc. for 13 years each. 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 plans to client goals and risk tolerances.

Steven Scher is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS Financial Services since 2005. 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 uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Leslie Falconio is a financial advisor at UBS Financial Services in New York, NY, with 13 years of industry experience. She holds a Series 63 designation and has been with UBS since 2014. 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 provides a range of capital markets and research resources to tailor client solutions.