Traci Tabback is a financial advisor with UBS Financial Services in Paramus, New Jersey, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as treasurer and officer for Alpine Home and School Administration, supporting fundraising for enrichment and extracurricular activities at Alpine Elementary School. 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 to tailor plans based on proprietary research and asset allocations.

Olivier Diaz is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 24 years of industry experience. He has been with UBS and its affiliates since 2001, including UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides brokerage, advisory, custody, underwriting, and capital markets services.

Elizabeth Schiowitz is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 credential with seven years of industry experience. She previously worked at Merrill from 2017 to 2021 and has held roles at Digitech Computer and SEI Investments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based strategies to tailor financial plans according to clients’ goals and risk tolerances.

Annemarie Rose Dim 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 2019 and previously worked at J.C.D. Associates Inc. for 15 years. 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 combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocation to tailor strategies to client goals.

Richard Daetwiler is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 credential and 25 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 uses proprietary research to tailor investment plans to clients' goals and risk tolerances.

Robert Gordon Brown is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He has been with UBS Financial Services since 2010. Outside of his advisory work, he serves as an investment advisor related to a life insurance trust connected to his family. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory services, offering customized financial planning, portfolio management, and access to institutional trading capabilities.

Antwun Fleming is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2025, he worked at Amazon, Target, Wendy’s, and Kenwood High School. UBS Financial Services Inc. 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 plans to clients’ goals and risk tolerances.

Seth Schulder is a financial advisor at UBS Financial Services in New York, NY, with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2015. 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 offering proprietary research and model-based asset allocations to tailor client plans.

Megan Montes is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with eight years of industry experience. Her prior roles include positions at TD Ameritrade, Sesco-DSS, and Michael and Kathryn Peters. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and a broad range of capital markets services.

Thomas Mcgivern is a Series 63 licensed financial advisor with UBS Financial Services in New York, NY. He has 31 years of industry experience and has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services to tailor solutions aligned with clients’ goals and risk tolerances.

Daisy Feng is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2016. The firm serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor financial plans to clients’ goals and risk tolerances. UBS integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Corey Behm is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with four years of industry experience. He has previously worked at Raymond James, E*TRADE Securities, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances, combining institutional trading capabilities with wealth management.

Dawei Qian is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and previously worked at John W Bristol from 2013 to 2017. 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 uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Patricia Sanchez Marin is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC, where she worked for a combined 13 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor financial strategies.

Julie Vanderveen is a Series 66 licensed financial advisor with 13 years of industry experience, currently with UBS Financial Services in Weehawken, NJ since 2012. She serves on the Board of Directors for the Global Equity Organization, a nonprofit focused on advancing knowledge of employee equity compensation worldwide. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.

Dimitrios Kostopoulos is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2018 and previously worked at Citigroup from 2016 to 2018. He holds Series 63 and Series 65 licenses. 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, leveraging proprietary research and capital market insights to tailor client plans.

John Carter is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for five years before joining UBS in 2020. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Joseph Lauricella is a financial advisor with UBS Financial Services in Paramus, NJ, holding the Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Merrill for 24 years and Bank of America for 8 years before joining UBS in 2017. 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.

Blake Burchill is a financial advisor with UBS Financial Services holding a Series 66 designation. He joined UBS in 2025 and has prior experience at 22V Research and Discovery Land Company. His background includes roles in education at Bucknell University, KE Camps, and two independent schools. 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 utilizes proprietary research and model-based asset allocations to tailor advice according to clients’ goals and risk tolerances.

William Reilly is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. 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, leveraging proprietary research and model-based asset allocations to tailor investment strategies.