Joseph Phelps is a Series 66-licensed financial advisor with one year of industry experience, currently serving clients at UBS Financial Services in Weehawken, NJ. His prior experience includes roles at JP Morgan Chase Bank and J.P. Morgan Securities, as well as a background involving multiple positions at Tulane University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk profiles.

Ashley Kaiser is a financial advisor with UBS Financial Services in Ridgefield, CT, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor client plans.

Bruce Sharpe Jr. is a financial advisor with UBS Financial Services based in Raleigh, NC, holding a Series 66 credential and six years of industry experience. He previously worked at JLT Specialty Insurance Services Inc. for five years before joining UBS in 2019. Sharpe has been active in the Washington & Lee Alumni Association since his 2003 graduation and manages business administration for a small investment LLC. 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 strategies based on proprietary research and capital market assumptions.

Christina De Giuseppe is a CFA® charterholder and holds a Series 63 license, with nine years of experience in the financial services industry. She has worked at UBS Asset Management for six years before joining UBS Financial Services in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to customize plans based on client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Jane Morgan is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS since 1986. 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 delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Corinne Carroll is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS Financial Services since 2008, including a period at First Republic Investment Management from 2017 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services such as discretionary portfolio management, fee-based financial planning, and access to alternative products.

Christopher Davis is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Carlson Ridge Capital and various educational institutions. 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.

Jesse Robinson is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior experience working at UBS Switzerland AG from 2014 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Michelle Rogers is a financial advisor at UBS Financial Services in Lake Oswego, Oregon, with 12 years of industry experience. She holds the Series 66 designation and has been with UBS Financial Services since 2008. 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 provides proprietary research and a broad range of capital markets solutions.

Michael Rodbell is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he manages Rodbell Family LLC, a holding company focused on asset protection and investment decisions. 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, offering a range of products and research-driven tailored solutions.

Lynn Marie Magner is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She holds the Series 66 designation and is based in Franklin, WI. Outside of her advisory role, she serves as president of the Greendale Chamber of Commerce and treasurer of the Root River Junior Woman's Club. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients. The firm integrates institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Brandon Jamison is a financial advisor at UBS Financial Services with 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 14 years before joining UBS in 2025. He holds Series 63 and Series 65 registrations. 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 research to tailor investment plans aligned with clients’ goals and risk tolerances.

John Eyerman Jr. is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Lisa Moavero is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 19 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 17 years before joining UBS in 2023. 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 services supported by proprietary research and a broad platform of capital markets and lending products.

Aubrey Blasko is a financial advisor with UBS Financial Services in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, Blasko worked for Wells Fargo Clearing for one year. Outside of advisory work, Blasko serves on the board of directors for the Mountain Hollow Homeowners Association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client plans.

Susan Wolff is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS Financial Services since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client plans.

Nicole Krieger Schubert is a CFA® charterholder currently with UBS Financial Services in New York, NY. She began her career at UBS AG in 2015 and transitioned to UBS Financial Services in 2025. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, 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 client strategies.

Donal Kasiri is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Based in Corpus Christi, TX, he has spent his career supporting clients through this institution. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and 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 investment strategies.

Ricardo Gonzalez Jr. is a financial advisor at UBS Financial Services with 39 years of industry experience. He has held his current position since 2010 and holds Series 63 and Series 65 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 and utilizes proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Imelda Renteria is a financial advisor with UBS Financial Services in Carmel, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor investment plans.