Jeffrey Schweighoffer is a CFP® with 10 years of industry experience, currently serving at UBS Financial Services since 2015. He holds a Series 66 license and is based in Bethesda, MD. Outside of his advisory role, he works as an adjunct professor with the Financial Educators Network. 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 investment plans based on proprietary research and model-based asset allocations.

Andrew Murphy is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 21 years of industry experience. Prior to joining UBS in 2024, he spent 15 years at Morgan Stanley and its affiliated private banking entities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and 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.

Daniel Lawson is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. 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 leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Richard Horn is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and 38 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2009 to 2026 before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Ann Marie Mccormick is a financial advisor with UBS Financial Services in Bethesda, MD, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at UBS Financial Services during multiple periods since 1999. Mccormick serves on the board of directors for Cards for Hospitalized Kids, a nonprofit that encourages the creation and distribution of cards to children in hospitals. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.

Nicholas Feracci is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 16 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

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.

Michael Brick is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 26 years of industry experience. He has worked at UBS since 2005. Outside of his advisory role, he serves as a board member for the Boys and Girls Clubs of Greater Washington Maryland Region, contributing to fundraising and youth events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

Ronald Chesney is a financial advisor with UBS Financial Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at UBS Financial Services since 2009. 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 to clients' goals and risk tolerances.

Elle Wong is a Series 66-licensed financial advisor with UBS Financial Services in Bethesda, MD, bringing 19 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through 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 provides proprietary research, custody, underwriting, and capital markets solutions.

Steven West is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS since 2016. 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 solutions.

Tina Zemba is a financial advisor with UBS Financial Services in Bethesda, MD, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. Her prior roles include positions at Arete Wealth Management LLC, DiMeo Schneider & Associates LLC, and Orion Investment Advisors. Outside of her advisory work, she serves as secretary for a homeowner’s association in Olney, MD, where she participates in community meetings and improvement efforts. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities to tailor financial plans and portfolio management to client goals and risk tolerances.

Jeffrey Rubin is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2013. 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 provides research-driven, tailored investment strategies.

David Atkinson is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is involved in providing soccer education and coaching to youth players through the Villarreal Virginia Academy. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm leverages proprietary research and institutional trading capabilities alongside wealth management services.

Adam Shams is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and with one year of industry experience. His prior work includes roles at Caruso's Grocery, Sunglass Hut, Walter Johnson High School, and Masorti School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products through a platform that integrates institutional trading capabilities with wealth management services.

Brandon Mazur is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds a Series 66 designation. 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 discretionary and non-discretionary portfolio management, financial planning, and access to alternative products using proprietary research and model-based asset allocations.

Donald Chomas is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. In addition to his advisory role, he lectures and teaches at Montgomery College and with the Financial Educators Network. 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 broad range of capital markets solutions.

Emma Winson is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. She has worked at UBS since 2017, with prior experience at The Hall CP and academic roles at the University of Maryland and University of South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans aligned with 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.

James Polcaro II is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 18 years of industry experience. He has been with UBS Financial Services Inc. since 2007. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Gerald Horn is a financial advisor at UBS Financial Services in Bethesda, MD, holding a Series 66 designation with five years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley from 2018 to 2026. 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 uses proprietary capital market assumptions and research to tailor financial plans and manages both discretionary and non-discretionary portfolios.

Christopher Casey is a CFP® with nine years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2018. His prior experience includes roles at United Brokerage Services and Raymond James Financial Services. Outside of his advisory work, he is the head coach for a 12-and-under baseball team with the Win Within Baseball Program in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad suite of capital markets offerings.

Joseph Hayden is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in admissions at St. Mary's College of Maryland. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm tailors investment plans using proprietary research and model-based asset allocations.

Kelly Dimaggio is a financial advisor at UBS Financial Services with 13 years of industry experience and a Series 66 designation. She has been with UBS since 2012. In addition to her advisory role, she works as a Patient Care Technician III at Baltimore Washington Medical Center. 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.

Elaine Flanigan is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and advisory solutions.

Mitchell Cooper is a financial advisor at UBS Financial Services in Bethesda, MD, holding a Series 66 designation with 12 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Peter Sullivan is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining UBS in 2022, he worked at NYLIFE Securities LLC and New York Life Insurance Agency. Outside of finance, he performs standup comedy and acts in comedic skits and films as an independent contractor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans aligned with client goals. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including financial planning, portfolio management, and capital markets activities.

Jeffrey Deckelbaum is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and previously worked for Morgan Stanley Private Bank for over a decade. Outside of his advisory role, he works as a lacrosse referee with the Southern Lacrosse Officials Association. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Tyler Kurtz is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Morgan Stanley and was affiliated with the University of Delaware and Lancaster Country Club. 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.

Paul Anderson Jr. is a financial advisor with UBS Financial Services, holding a Series 63 designation and over 42 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management solutions. The firm employs model-based asset allocations and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances.

Maxwell Sabel is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Cassaday & Company, Sand Spring Bank, Heritage Investors, and T Rowe Price. Outside of advisory work, he has worked as a food delivery driver for DoorDash and serves as a notary at Cassaday & Company. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, blending institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Samuel Feldman is a CFP® with nine years of industry experience, currently with UBS Financial Services in Bethesda, MD. He previously worked at AXA Advisors and participated in the Maryland Democratic Coordinated Campaign. Feldman holds a Series 66 license. 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 uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Russell Rifkin is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Rifkin is involved with Montgomery College, a nonprofit organization. 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, providing a broad range of services supported by research and proprietary asset allocation models.

Timothy Hando is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves on the House Committee at Bethesda Country Club, which oversees the club's food and beverage operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Charles Anderson is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He has been with UBS Financial Services in Bethesda, MD since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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, offering proprietary research and a broad array of capital markets services.

Joshua Millson Martula is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services since 2019, with prior roles at Price Benowitz LLP, Talent Wave, Culpeper County, and Premier Venues LLC. He serves as Vice President on the Board of Directors for the McMillan Condos Association, where he participates in operational and financial decision-making. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to create tailored financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory products.

Eugene Suk is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 designations and has held positions at Morgan Stanley and Morgan Stanley Private Bank since 2009 before joining UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Terence Hardy is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. He currently works at UBS Financial Services and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a wide range of 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 plans according to clients’ goals and risk tolerances.

Megan Ballogdajan is a financial advisor at UBS Financial Services with 19 years of industry experience. She has held her current role at UBS since 2013 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with 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 capital market research to tailor investment strategies to client goals and risk tolerances.

Patrick Guarnieri is a financial advisor with UBS Financial Services in Bethesda, MD, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2004. He serves on the finance committee at St. Thomas Apostle Church, where he reviews the church budget. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm uses proprietary capital market assumptions and model-based asset allocations to tailor financial plans and provides a range of services including portfolio management, fee-based planning, principal trading, and custody.

Ronald Kretkowski Jr. is a financial advisor with UBS Financial Services in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS Financial Services since 2013. 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, supported by proprietary research and a broad range of capital markets activities.