Lucy Young is a financial advisor at UBS Financial Services in Bellevue, WA. She holds a Series 66 designation and has been with UBS since 2025. Prior to joining UBS, she held positions in various industries including retail and food service, with experience at companies such as 5 Iron Golf, Lululemon, Village Wines, and Serena Gelato. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and portfolio management through a large network of advisors.

Cassidy Gordon is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining UBS in 2024, Gordon held positions at J.P. Morgan Securities and JPMorgan Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 solutions.

Renee Hawkes is a financial advisor with UBS Financial Services in Bellevue, WA. She holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at Pathstone, Cornerstone Advisors, and Coldstream Capital Management. Outside of her advisory work, she is involved in managing a rental property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans and portfolios. The firm combines institutional trading capabilities with wealth management services, including principal trading, underwriting, and affiliated lending programs.

Joseph Solan is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has worked in diverse roles including at Gonzaga University and Colonial Life prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Michael Matthews is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with UBS Financial Services since 1992. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Mandy Sheau Huei Ho is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. She has worked at UBS Financial Services since 2023 and previously held roles at BNY Mellon and Key Private Bank. She serves as a volunteer board member for the Herbert Jones Foundation, which supports educational programs in entrepreneurism and small business, and co-owns a health and fitness business managed by her husband. 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 uses proprietary research and model-based asset allocations to tailor investment strategies.

Shawn Macfarlan is a financial advisor at UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with UBS since 2002. 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 provides access to proprietary research and a broad range of capital markets services.

Anya Krishnaswamy is a financial advisor at UBS Financial Services with one year of industry experience and holds a Series 66 designation. Her prior roles include various positions at UBS Financial Services and experience in education and technology sectors. 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, supported by proprietary research and a broad range of capital markets services.

Derin Russo is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with UBS Financial Services in Bellevue, WA. Their career includes two separate tenures at UBS, spanning from 2016 to 2018 and from 2021 to the present. 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 according to clients’ goals and risk tolerances.

Kathryn Sciba is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She provides respite care for foster children through the Washington State Department of Children, Youth & Families. Kathryn is also preparing to publish a book under the pen name K.J. Waldron. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Scott Dale is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and previously worked at JP Morgan Securities LLC for seven years before joining UBS in 2020. 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 research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Thomas Holl is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Merrill and RBC Capital Markets Corporation, where he worked for seven and nine years, respectively. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, providing a broad range of offerings including custody, underwriting, and securities-backed lending.

Michael Zaky is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and KeyBank, among others. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, integrating institutional trading capabilities with wealth management services through proprietary research and model-based asset allocations.

Rebekah Boettcher is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 registrations. She has eight years of industry experience, including five years at Russell Investments before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor investment strategies.

Kent Ryland is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS PaineWebber Incorporated since 2001. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Lindsay Gookstetter is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and eight years of industry experience. She has been with UBS since 2016. Lindsay is the proprietor of Gookstetter Consulting Service, an entity established for gifts, though it is currently inactive. UBS Financial Services 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 integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Shawn Meeks is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at UBS since 2006 and has been affiliated with U.S. Bancorp Piper Jaffray Inc. since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and capital market models to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including portfolio management, fee-based planning, and alternative investment products.

Tanner Peelen is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with 15 years of industry experience. He has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities and wealth management services to provide tailored financial planning, portfolio management, and capital markets solutions.

Melanie Rubinstein is a financial advisor with UBS Financial Services in Bellevue, WA, holding the Series 66 designation and having 10 years of industry experience. She has worked at UBS since 2015, including time with UBS Asset Management since 2017. 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 and uses proprietary research and model-based asset allocations to tailor client strategies.

Adam Skagen is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he is a partner involved in managing agricultural land and timber production in Idaho. 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 utilizes proprietary research and model-based asset allocations to tailor client plans and provides a broad range of capital markets and fiduciary services.