Peter Belden is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Monograph Wealth Advisors and First Republic Securities, alongside multiple tenures at UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and lending solutions.

Keith Mueller is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2006 and holds a Series 63 designation. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor advice to client goals.

Haydee Chachamovits is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at UBS Financial Services since 2022 and previously spent nine years at Safra Securities LLC. Based in Miami, FL, she provides advisory services through UBS’s platform. UBS Financial Services Inc. 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, leveraging proprietary research and model-based asset allocations to tailor solutions to client goals.

Thomas Mills is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with UBS since 2013. Outside of his advisory work, he serves as Chairman of the Board for Denver Kids, a child welfare organization. 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, offering a range of investment products and research-driven strategies.

Ava Lohr is a financial advisor at UBS Financial Services in Dallas, TX, holding a Series 66 designation. She has one year of industry experience, with prior roles at D.A. Davidson & Co. and various positions outside finance, including work at The Republic Grille and HotWorx. 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 financial plans aligned with clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Michael Meniktas is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the board of directors for Hog Island Oyster Company, an oyster farming and oyster bar business. 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 a range of capital markets services supported by proprietary research and tailored investment strategies.

Jonathan Barter is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with UBS since 2014. 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 employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Amy Knopka is a financial advisor at UBS Financial Services with 12 years of industry experience. She has been with UBS since 2013 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Rachel Crawford is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has previously worked at McLemore Resort, Unum, and several educational institutions including the University of Tennessee at Chattanooga and Chattanooga State Community College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using model-based asset allocations and proprietary research to tailor financial plans.

Jenna Fass is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has prior work experience in the food services sector, including roles at Root Nine Baking Company and Dartcor Food Services. 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 aligned with 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.

David Bucci is a financial advisor at UBS Financial Services in Chicago, IL, with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2012. 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, offering a broad range of capital markets and advisory solutions.

Stephen Fish is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He has been with UBS since 2013. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations.

Casey Coffman is a financial advisor at UBS Financial Services with seven years of industry experience. Prior to joining UBS in 2024, Coffman worked at Morgan Stanley from 2017 to 2024 and held positions at PenFed Credit Union and Energy Federal Credit Union. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based 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 strategies.

Michelle Mckenzie is a financial advisor with UBS Financial Services in Columbus, OH, holding a Series 66 designation and nine years of industry experience. She has been with UBS Financial Services since 2013. 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 integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Jackson Neri is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Prior to his current role, he was involved in photography, videography, and drone piloting through his business, East Coast Virtual Tours. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to create tailored financial plans. The firm also provides a range of capital markets services alongside wealth management.

Christopher De Luca is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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.

Matthew Kroin is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2008 and holds a Series 63 designation. Outside of his advisory role, he serves as co-trustee overseeing investments and operations for multiple family trusts. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Dok Chua is a financial advisor at UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a wide range of products and platforms.

Jason Kimmell is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. 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 provides proprietary research, capital markets services, and affiliated banking programs.

Alan Smith is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2009. He holds Series 63 and Series 65 licenses. 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 access to proprietary research and capital markets solutions.