Katelyn Lycksell is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as Treasurer for the Center Commons Homeowner's Association, managing financial responsibilities for the association’s operations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings and employs proprietary research and model-based asset allocations to tailor client plans.

Meverette Smith is a financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 66 designations. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Liam Mccabe Moran is a financial advisor with UBS Financial Services, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and market-making activities to support its clients.

Michael J. Hammar is a financial advisor with UBS Financial Services in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 1998. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

William Rotert is a financial advisor with UBS Financial Services, holding a Series 66 designation and eight years of industry experience. He has worked at UBS Financial Services since 2018 and previously at UBS AG from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based 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 broad range of capital markets and research resources to support client strategies.

Daniel Angulo is a financial advisor at UBS Financial Services in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Total Quality Logistics and Outback Steakhouse, as well as time spent at Florida State University. 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. The firm operates across multiple financial sectors, including wealth management, institutional trading, and capital markets services.

Tejas Lolge 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 at Capital Group and has a background that includes five years at the University of California, Riverside. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Michael Matthews is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with UBS since 2009. Matthews serves on the boards of Memphis Prep Program, which prepares inner-city high school students for college, and St. Mary's Episcopal School, where he is a trustee and a member of the investment committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad platform of capital markets services.

Christopher Palmieri is a financial advisor at UBS Financial Services with 24 years of industry experience. He has worked at UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 strategies.

Matthew Morehead is a financial advisor at UBS Financial Services with 43 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 designations. 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 utilizes proprietary research and model-based asset allocations to tailor investment strategies.

David Boland is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes prior roles at Merrill Lynch and Bank of America. He is based in Carmel By The Sea, CA. 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, including discretionary portfolio management and capital markets activities.

James Winn is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. He previously worked at Ernst & Young LLP for four years before joining UBS in 2018. 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, using proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Janet Shatto is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2005 and holds the Series 63 and Series 65 credentials. Outside of her advisory role, she is involved in a small business, The Purple Winged Pop Up, which sells crafts and miscellaneous items online and at local craft fairs. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management and offers both proprietary research and a broad range of capital markets services.

Morgan Kane is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and previously worked at Transwestern for six years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Karla Spearing is a financial advisor with UBS Financial Services in Indianapolis, IN. She holds Series 63 and Series 65 designations and has 38 years of industry experience, including 21 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and manages both discretionary and non-discretionary portfolios.

Victoria Hargrove is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2015. 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 research-driven, tailored financial strategies.

Gary Zahakos is a CFP®-designated financial advisor with 41 years of industry experience, currently with UBS Financial Services since 2008. He serves as a member of the board of directors for Westmore Owners Corp, a New York City cooperative building. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

John Barefoot II is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 2007, including the firm's predecessor and its current structure. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Marcus Plouzek is a financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS since 2018 and previously spent two years at CompanyCam. Outside of his advisory role, he is a 50% partner in Farm Fresh Produce, LLC, a business focused on garden mums and cut flowers, and serves as treasurer for the campaign of Nebraska legislator Suzanne Geist. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and a broad range of capital markets services.

Andrea Looney is a financial advisor with UBS Financial Services in Stow, Ohio, holding a Series 66 designation and with seven years of experience at UBS following three years at Coleman Professional Services. She has worked in the financial services industry for a total of ten years. 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, providing a broad range of financial products and research-based investment strategies.