Steve Herrmann is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2010 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates with a broad platform that includes institutional trading, wealth management, and capital markets services.

John Bruzzone is a financial advisor with UBS Financial Services in Walnut Creek, California, holding a Series 63 designation and 41 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner in an Angus cattle ranch involved in basic animal care. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management offerings and utilizing proprietary research and model-based asset allocations to tailor client plans.

Ruth Saada is a financial advisor at UBS Financial Services with 39 years of industry experience. She holds a Series 63 designation and has worked at Merrill, Bank of America, N.A., and UBS Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides proprietary research, banking, and securities-backed lending programs.

Nicholas Aponte is a Series 66-registered financial advisor with eight years of industry experience. He has worked at UBS Financial Services since 2021 and previously held positions at Bank of America and Merrill. Outside the financial industry, he has been a professional athlete for the Chesapeake Bayhawks of Major League Lacrosse. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm delivers advisory work using proprietary research and model-based asset allocations and combines institutional trading capabilities with wealth management services.

Elizabeth Weyel is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and three years of industry experience. She previously worked at Alliantgroup before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Belinda Laws is a financial advisor with UBS Financial Services in New Orleans, LA, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. 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 services and offers proprietary research and a broad platform of capital markets solutions.

Dermot Bermingham is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS since 2013. 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 provides access to proprietary research and capital markets services.

Nicole Mc Clure is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with UBS since 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Keegan Hennessy is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client strategies.

Mark Rosenberg is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves on the board of the Albert Pick Jr Fund and is the chair of the national board for Mikva Challenge, a nonprofit focused on empowering youth through action civics. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Troy Wiebler is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he serves as a board member for the Edina Hockey Association, overseeing the youth hockey program in Edina, Minnesota. 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, delivering advisory work supported by proprietary research and tailored asset allocations.

Rachelle Picard is a financial advisor with UBS Financial Services in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she is a managing partner of a family LLC that oversees the management and expenses of a family home. 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 services, offering proprietary research and a broad platform of capital markets products.

Eduardo Caamano Rial is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from its Chief Investment Office and global research teams.

Christina Zutter is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with 10 years of industry experience. She previously worked at Icap Corporates LLC before joining UBS in 2017. 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 capital market assumptions and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Jonathan Bolter is a financial advisor with UBS Financial Services in Roseville, CA, holding Series 63 and Series 65 designations and having 39 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he owns a rental property in Truckee, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Michael Benson is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2006 and holds Series 63, Series 65, and Series 66 licenses. UBS Financial Services 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 employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Alexia Boyd is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs. 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 and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Charles Roberts Jr. is a financial advisor with UBS Financial Services in Norfolk, VA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with UBS since 2015. 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 according to clients’ goals and risk tolerances. The firm operates with both wealth management and institutional trading capabilities.

Francis Nuzzolo is a Series 66-licensed financial advisor with UBS Financial Services, based in Charlestown, RI, and has three years of industry experience. He has worked with UBS since 2021 and previously held positions at FN Builders, Symmetry Partners, and Advanced Property Management. 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, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Mally Burton is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services since 2015, with a brief tenure at Ellevest, Inc. from 2017 to 2018. Based in Los Angeles, CA, she serves clients through her role at UBS. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client solutions.