Mariana Zanin Ferreira Zuanetti is a financial advisor with UBS Financial Services in Santa Fe, NM. She holds the Series 66 designation and has seven years of experience at UBS, along with prior roles at Sherwin-Williams and Sedgwick Claims Management. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Gretchen Buehner is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with UBS Financial Services since 2004. 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 a range of capital markets services through its integrated platform.

Jeffrey Cox is a financial advisor at UBS Financial Services with over 30 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the Muskegon County Community Correction Advisory Board, which provides programs for criminal offenders and addresses jail overcrowding. 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 leverages proprietary research and model-based asset allocations to tailor client solutions.

Nathan Berkoff is a CFP®-credentialed financial advisor with 25 years of industry experience, currently with UBS Financial Services in New York, where he has worked since 2014. He serves as Chairman of the Board for Bernie's Services, a nonprofit providing free High Holy Day services for students and veterans, and is also an ambassador for the Boca Raton Police Foundation, supporting local law enforcement. 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 client plans.

Manish Mehta is a financial advisor with UBS Financial Services in Cary, NC, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at Merrill and Morgan Stanley before joining UBS in 2008. Outside of his advisory work, Mehta is involved in real estate investment and management through his ownership and decision-making roles in several related businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research 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.

James Jack is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 18 years of industry experience. He has been with UBS Financial Services since 2018 and previously worked at UBS Bank USA for 12 years. Jack serves as a board member and backup treasurer for the Bronx Letters Foundation, a nonprofit supporting a public school in the Bronx through mentorship and fundraising. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a range of capital markets services.

Martin Norcini is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Norcini serves as President of the Board of Directors and Treasurer of the Villa Biltmore Condominium Association and is a member of the Board of Directors of the South Florida Veterans Affairs Foundation for Research and Education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment strategies according to client goals and risk tolerances.

Kenneth Lai is a financial advisor with UBS Financial Services in Honolulu, Hawaii, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he serves as the board treasurer for the Liliha Square Association of Apartment Owners. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services.

Kirk Ongman is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 credentials and 39 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 services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and affiliated banking solutions.

Paul Leeming is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and bringing 20 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he serves on the audit committee of The Williams School, an independent day school in New London, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Lori Wolfe Lazorik is a Series 66-licensed financial advisor with UBS Financial Services in Fort Pierce, Florida, where she has worked since 2004. She has 22 years of industry experience. Outside of her advisory role, she is involved with a Women’s Networking Group in Vero Beach. 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 provides tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

Lisa Monica is a financial advisor with UBS Financial Services in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. She has been with UBS Financial Services since 2016. 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 and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Mitchell Hayes is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including NYLIFE Securities LLC and Mass Mutual Life Insurance Company. Prior to his career in finance, he was employed at Irish Electric Corp. and the University of New Hampshire. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Robert Spina Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2014. 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 provides access to proprietary research and a broad range of capital markets solutions.

William Camden is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked in various roles at companies including Anheuser-Busch InBev and KForce. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm delivers advisory work using proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor plans to clients’ goals and risk tolerances.

Stefan Lendi is a financial advisor with UBS Financial Services in Los Angeles, California, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as the treasurer and a board member of the Return to Zero Center for Hope and Healing Inc., an organization focused on perinatal loss awareness and support. 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 research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Robert Allen is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with UBS Financial Services since 1994. 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 uses proprietary capital market assumptions and research to tailor financial plans and portfolios to clients' goals and risk tolerances.

Renay Ferrucci is a financial advisor at UBS Financial Services with seven years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and Cresset Capital, as well as an academic role at Southern Methodist University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Timothy Turpin is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with UBS Financial Services since 2013. 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, leveraging proprietary research and a broad service platform.

Matthew Condon is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at BNY Pershing for two years and has held various roles in education and athletics at Rutgers University and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans according to clients’ goals and risk tolerances.