Tyler De Brock is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation. His prior work includes a role at Hilltop Securities Inc. and time spent at the University of Washington. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation and research to tailor plans according to clients’ goals and risk tolerances. The firm provides a broad range of services including fee-based financial planning, discretionary portfolio management, and capital markets operations.

Darby Jones is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tyler Neal is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of 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 investment strategies.

Kimberley Jendrick is a financial advisor at UBS Financial Services in Bellevue, WA, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, U.S. Bancorp Advisors, and Latona Pub. 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 a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Jon Petersen is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. 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 proprietary research while acting as a broker-dealer, investment adviser, and futures commission merchant.

John Hall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2003, initially working in institutional money management with Fidelity Investments. He later gained experience in the wholesale mortgage sector before focusing on private family wealth management starting in 2007 at Morgan Stanley. John works with business owners, retirees, non-profit organizations, and corporate executives, providing personalized financial strategies to support clients’ long-term goals. John holds a Bachelor’s degree in Communications from the University of Colorado at Boulder. He is a Personal Investment Advisor (PIA) and holds the title of Senior Vice President within Merrill Lynch Wealth Management. Beyond his professional work, John has served on the board of directors for the non-profit organization Cancer Research and Biostatistics and has participated in community-building efforts such as constructing homes in Haiti following the earthquakes. He also volunteers locally, reflecting his commitment to community involvement.

Clarence Pickles is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at UBS Financial Services since 2009. 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 a broad range of capital markets and research resources to support client strategies.

Aaron Marshall Spitzbart is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' individual priorities to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Aaron holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Seattle University. His approach emphasizes ongoing advice and guidance tailored to clients’ evolving financial needs.

Daniel Dullum is a financial advisor at UBS Financial Services with 11 years of industry experience. He has previously worked at US Bank and U.S. Bancorp Investments, Inc. Outside of his advisory role, he serves on the board of Lighthouse Cooperative, a charity providing cooperative learning for elementary school children, where he assists with bookkeeping and reporting. 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’s advisory approach utilizes proprietary capital market assumptions, model-based asset allocations, and research from UBS Global Research to tailor plans according to clients’ goals and risk tolerances.

Gwen Weigelt is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. She has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Amy Kerr is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2010 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Mason Lawrence is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has worked at firms including D.A. Davidson & Co., Pacific Capital Resource Group, and E.K. Riley Investments. His career also includes several years dedicated to full-time education between 2011 and 2021. 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. The firm uses proprietary capital market assumptions, model-based asset allocations, and global research to tailor plans to clients’ goals and risk tolerances.

Lindsay Jens Deklerk is a Series 66-licensed financial advisor with UBS Financial Services in Bellevue, WA, where she has worked for 12 years. She has spent her entire industry career at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory 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 employs proprietary research and model-based asset allocations to tailor investment plans.

Daniel Wilskie is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Merrill from 1992 to 2018 and Bank of America from 2010 to 2018. Outside of his advisory work, he owns and manages a rental property in Edmonds, WA. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Kimberly Muska is a financial advisor with UBS Financial Services in Bellevue, WA, holding CFP® and Series 66 designations and 18 years of industry experience. Her career includes roles at Key Private Bank, Halbert Hargrove, and RBC Capital Markets. She is a co-founder of Porsches & Pearls, a social club for women Porsche owners in the Charlotte region. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor investment plans aligned with client goals and risk tolerances.

Kaoru Shimmyo Yi is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. Kaoru has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and risk-based asset allocation models.

Marco Pamparo is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Key Investment Services, KeyBank, and the Asian Institute of Management. Outside of advising, he has pursued selling his own photography and creating templates for the Notion application as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored using proprietary research and model-based asset allocations.

Jarrod Byers is a Financial Advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with three years of industry experience. Prior to joining UBS in 2022, he has held positions at Tommy Bahama, the University of Washington, New Balance, Cascadia Community College, and Bothell High School. 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 capital market insights to tailor investment plans to clients’ goals and risk tolerances.

James Kovarik is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2006, following a prior role at Piper Jaffray Inc. beginning in 1998. 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 and provides research, custody, underwriting, and capital markets services.

Todd Campbell is a financial advisor at UBS Financial Services with a Series 66 designation and experience beginning in 2024. His prior roles include positions at WA State Paid Family Medical Leave, Fairway Independent Mortgage Corporation, Nintex Inc., and Nordstrom Inc. Outside of his advisory work, he is a partner in Ascendant Properties LLC, involved in managing a rental property. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides research-driven, tailored investment solutions.