Felipe Costa Tymonczak Sabara is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 designations and six years of industry experience. His prior work includes positions at Morgan Stanley, IDB Capital Corp., Israel Discount Bank of New York, ACAI of America, and Fordham University. 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, leveraging proprietary research and sophisticated asset allocation models to tailor plans to client goals and risk tolerances.

Bradford Norford is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CitiGroup Global Markets Inc, Sage Advisory, Allianz Life Financial Services LLC, and UBS since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to customize financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers additional resources such as affiliated banking and securities-backed lending programs.

Nicholas Uva is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with five years of industry experience. His work history includes multiple roles at UBS Financial Services and a position at Advanced Medical Strategies. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocations to tailor client plans.

Cameron Collins is a financial advisor at UBS Financial Services with three years of industry experience. He has previously worked at Great American Insurance Group and studied at the University of Kentucky. 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 fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals.

Joseph Perez is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and City National Banks. Outside of his advisory roles, he has been involved with Miami Dade College since 2017. 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. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances while providing fiduciary financial planning and capital markets services.

Daniel De Leon is a financial advisor at UBS Financial Services with seven years of industry experience. He has held positions at Goldman Sachs & Co and Evercore Group LLC, and also spent time at The Wharton School. De Leon holds the Series 63 and Series 66 credentials. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Christian Ng is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and seven years of industry experience. He has been with UBS Financial Services 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 and provides research, custody, underwriting, and capital markets services through its platform.

Lisa Martin is a CFP® and holds a Series 66 license with 15 years of industry experience. She has been with UBS Financial Services in Cincinnati, OH since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients using brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, incorporating proprietary research and model-based asset allocations to customize strategies for clients.

Richard Greenspan is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds a Series 63 designation and has been with UBS since 2008. Greenspan serves on the board of Bigvision, a foundation that supports teens pursuing sobriety after rehab and recovery. UBS Financial Services serves individual, corporate, and institutional clients, offering 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, leveraging proprietary research and a broad platform to tailor investment strategies.

Jack Delgado is a Series 66 licensed financial advisor with UBS Financial Services in Atlanta, GA, bringing four years of industry experience. Prior to joining UBS in 2021, he held positions at Green Square Wealth Management and was employed at Cherokee Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor plans to client goals.

Timothy Skelton is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved as a partner in a real estate partnership that manages rental properties and has ownership in a lakehouse held in an LLC. 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 to tailor plans and portfolio management based on proprietary research and market analysis.

John Fox is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Based in Omaha, NE, his background includes a long tenure in the financial services sector. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based 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 strategies to clients' goals and risk tolerances.

Rylee Callan is a financial advisor at UBS Financial Services with six years of industry experience. Rylee holds the Series 66 designation and has been with UBS Financial Services since 2018, with prior work experience at Houzz and California Polytechnic State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering fee-based financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Nicholas Harris is a financial advisor with UBS Financial Services in Boise, ID, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at UBS since 2017 and previously at Clearwater Analytics. Harris serves on the Board of Directors for the American Red Cross of Greater Idaho and is a board member of the family-owned Burgdorf Hotsprings. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jessica Kartzinel is a financial advisor with UBS Financial Services in Dana Point, CA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she co-established DJ Kartz, LLC with her spouse and serves as a successor trustee for the Michelle M. Akins Family Trust. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans based on clients' 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.

Jorge Ibarra Tello is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at BuildTeq LLC and Alterna Securities Inc., as well as academic positions at Baylor University and Strake Jesuit College Preparatory. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with client goals and risk tolerances.

Franklin Beard is a financial advisor with UBS Financial Services in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he is a partner in Underbelly Productions Inc., a live music venue and hospitality business. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management solutions and offers a broad range of capital markets services.

Robert Anderson is a financial advisor with UBS Financial Services in San Mateo, CA, holding a Series 63 license and 47 years of industry experience. He has been with UBS since 2001. Anderson serves as a member of the FINRA Market Regulation Committee, participating in quarterly meetings that influence regulatory oversight. 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.

Julia Getzoff is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at Wells Fargo and academic experience at the University of Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering portfolio management, financial planning, and access to alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven investment strategies.

Michael Kanouse is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including 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 client goals.