Jack Scherer is a Financial Advisor at UBS Financial Services with the Series 66 designation and no prior industry experience. His work history includes roles at UBS Financial Services, Arrowhead Golf Course, Indiana University, and various educational institutions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Lori Thompson is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at McClelland Samuel Fehnel & Busch LLP for nine years and was a homemaker for two years. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

George Feldman is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Feldman serves as the treasurer for Center Players, a theater company focused on sport and leisure facilities. 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 research-driven, tailored financial solutions.

Terrance Nugent is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he advises his son on managing a sports-related LLC that receives endorsement income. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor plans for clients.

Keith Hagerty is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. 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 utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients' goals and risk tolerances.

Robert Metcalf is a financial advisor at UBS Financial Services in Minneapolis, MN, with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Metcalf serves on the board of directors for People Serving People Charities, an organization providing emergency shelter for homeless children and their families. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Karyn Dallas is a financial advisor with UBS Financial Services in Aurora, NY, holding a Series 63 designation and 25 years of industry experience. She has been with UBS since 2015. 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 access to proprietary research and capital markets services.

Kirk Johnson is a financial advisor at UBS Financial Services with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2014. Based in Phoenix, AZ, his career has focused on delivering investment advisory and brokerage services. UBS Financial Services serves individual, corporate, and institutional clients with a range of offerings, including 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 utilizes proprietary research and model-based asset allocations to tailor investment plans.

John W. Grannis is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at UBS since 2011. Outside of his advisory role, he serves as Fleet Captain and a member of the Board of Directors at the St. Augustine Yacht Club, where he is involved in sailing program safety and long-term planning. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Daniel Robert Ambrefe is a CFA® charterholder and holds a Series 66 license. He has 13 years of industry experience and has been with UBS Financial Services in Rockland, MA since 2013. 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 and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Parker Wagner 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 Formentera Operations, Valero Energy Corporation, and Dynamic Systems. He has also been involved with Appelt Aggieland Visitor Center and Texas A&M University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored using proprietary research and model-based asset allocations.

David Everts is a financial advisor at UBS Financial Services with 41 years of experience, having been with UBS since 1985. He holds a Series 63 designation. He serves as a trustee for multiple family trusts related to investment management and planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Peter Rosenthal is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 44 years of industry experience. He has been with UBS Financial Services since 2015. Rosenthal serves on the Board of Directors for the Gurwin Jewish Healthcare Foundation, where he is involved in reviewing operations. 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. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Zachary Martin is a financial advisor with UBS Financial Services in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. Prior to joining UBS, he held positions at Campbell Soup Company, the United States Census Bureau, and State College Area School District. 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 and model-based asset allocations to tailor client plans.

Amy Dienes is a financial advisor with UBS Financial Services in Westlake, OH, holding a Series 66 designation and 25 years of industry experience. She has worked at UBS since 2007 and was previously with Mcdonald Investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research 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 advisory solutions.

Tamara Attali is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining UBS in 2020, she worked at IDB Capital Corp. and Israel Discount Bank of New York. Outside of her advisory role, she serves as treasurer on the board of a condominium association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Louis Mc Cabe is a financial advisor at UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary 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.

Michael C. Seamands is a financial advisor at UBS Financial Services with 48 years of industry experience. He has been with UBS since 1994 and holds a Series 63 designation. Outside of his advisory role, Seamands is an officer of Thiophenes LLC, an oil and gas company focused on simplifying oil and gas investments in Texas and Mississippi. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, 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 investment plans.

Christopher Grennon is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at MFS Fund Distributors, Inc. and UBS Investment Company before joining UBS Financial Services Inc. in Portland, ME. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Cristina Arias is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with six years of industry experience. She has been with UBS since 2018 and previously worked at The Little Lighthouse Foundation and Best Roofing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.