Cameron Buetel is a financial advisor at UBS Financial Services with 11 years of industry experience. He has held positions at UBS since 2016 and previously worked at Merrill from 2014 to 2016. He holds the Series 66 designation. 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 provides proprietary research and a broad range of capital markets solutions.

Jeffrey Pupo is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. 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 strategies to clients’ goals and risk tolerances.

Bradley Rubin is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 65 and Series 66 licenses. He has 27 years of industry experience, including seven years at Morgan Stanley and over ten years at UBS. Outside of his advisory work, he volunteers as a Recreation Commissioner in Marlboro Township, New Jersey. 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 offerings. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Amanda Smithy is a Certified Financial Planner® (CFP®) with five years of industry experience. She has worked at UBS Financial Services since 2020, including roles at UBS Financial Services Inc. prior to joining the current firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Tiffany Reid is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services since 2014, including her current tenure beginning in 2018, and spent one year at BB&T Securities. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions including fee-based planning, discretionary management, and capital markets services.

Marisa Caramat is a Series 66-licensed financial advisor with 12 years of industry experience, currently with UBS Financial Services since 2024. Her prior experience includes roles at Wells Fargo Bank and Clearing, as well as JP Morgan Securities and JPMorgan Chase. Outside of her advisory work, she serves as a brand ambassador for Young Living Essential Oils. 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 employs model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances.

Julian Frank is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2015. Outside of his advisory role, he serves as a wrestling referee and acts as co-trustee for a testamentary trust while also managing estate administration responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Frank Lockwood Jr. is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with UBS Financial Services since 2010. 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 its advisory network.

Melissa Putten Henderson is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 66 designations and seven years of industry experience. She previously worked at Wells Fargo Private Bank for nine years and at UBS Financial Services earlier in her career. Henderson serves as Treasurer and a member of the Board of Directors for the nonprofit Child Rescue Coalition, which develops technology to assist law enforcement in protecting children from sexual abuse. 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. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Carrie Cannon is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 66 designation and nine years of industry experience. She has been with UBS since 2017 and spent two years prior in homemaking. 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. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

Brett Moore is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2021. Outside of his advisory work, he serves as a trustee for the Friends of Esperanza charity, helping raise and manage funds for an elementary school book fair. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, including financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Matthew Dresnick is a Certified Financial Planner (CFP®) with 23 years of experience in the financial industry. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Antonio Cotton is a Series 66-licensed financial advisor with UBS Financial Services in Boca Raton, Florida. He has 19 years of industry experience and has been with UBS since 2015. 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 offers a broad range of capital markets services.

Benjamin Blumenthal is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He is based in Boca Raton, FL. 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 client strategies.

Jesse Ferro is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, he serves on the board of his local Home Owners Association and has been nominated as Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

Andres Archbold is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at AllofCapital and UCB, Inc. UBS Financial Services 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 based on clients’ goals and risk tolerances.

Leonardo Brame is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS, he worked at Interactive Brokers LLC and New York Life, and has over a decade of experience in healthcare financial roles. 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. The firm utilizes proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Harris Ringelheim is a CFP® with 18 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. He holds Series 63 and Series 66 licenses and participates as Membership Chairperson on the Seven Bridges Home Owners Association Men's Club committee. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include financial planning, portfolio management, and access to proprietary research and capital markets capabilities.

Jason Beutel is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior work includes two years at Citigroup Global Markets Inc. and eight years in a previous tenure with UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Carlos Pou is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 66 designations. He has 35 years of industry experience and has been with UBS since 2006. 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 combines institutional trading capabilities with wealth management, offering a range of capital markets services supported by proprietary research and model-based asset allocations.

Ricardo Penafiel is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities LLC for over 18 years combined. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research-based, model-driven investment strategies.

Jacob Bryant is a Series 66 licensed financial advisor with 19 years of industry experience, currently with UBS Financial Services in Boca Raton, FL. He has been with UBS since 2016 and is also involved in entrepreneurial activities through Mimosa, LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering 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 and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Mark King is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with UBS since 2008. Outside of advisory work, he is involved in a real estate partnership based in Atlanta, Georgia. 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, offering a wide range of capital markets and research resources.

Eileen Tetteris is a Series 66-credentialed financial advisor with 28 years of industry experience, currently with UBS Financial Services since 2016. Prior to UBS, she worked at Merrill from 1997 to 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a network of financial advisors using proprietary market research and model-based asset allocations.

Kelly Ferrarese is a financial advisor at UBS Financial Services with 27 years of industry experience. Prior to joining UBS in 2021, Kelly worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, and has been with Wachovia Bank, N.A. since 2002. She serves as a Board Director and Secretary for the Florence Fuller Child Development Centers, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Jason Gibilterra is a financial advisor at UBS Financial Services with 15 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2022. Outside of his advisory role, he serves as Vice President and a board member of Coral Springs Clippers Baseball, a youth travel baseball organization. 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.

Jonah Ferro is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at The Bachrach Group for six years and has held roles at MJ Boyd Consulting and the New Jersey Devils. 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 employs proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Yara Gonsalves is a financial advisor at UBS Financial Services in Boca Raton, FL, holding a Series 66 designation with two years of industry experience. Prior to joining UBS, she worked at Edward Jones and has a long career history with Boeing. Outside of her advisory work, she owns a professional services business based in Lake Worth, FL. 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, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products.

Pamela Boodhoo is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and previously worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for 11 years. 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, model-based asset allocations, and global research to tailor financial plans to clients’ goals and risk tolerances.

Joseph Wilson is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the Investment Committee for Heritage Christian Services Foundation, a human services agency supporting children, older adults, and individuals with intellectual and developmental disabilities, and he owns an electrical and industrial supply distribution business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market insights to tailor client strategies.

Michaella Calubayan is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has prior experience at Essity and LPL Financial, among other roles. 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 proprietary research and model-based asset allocations to tailor investment strategies to clients' goals and risk tolerances.

Bruce Ochsman is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS since 2001. Outside of his advisory work, he serves as secretary and treasurer of The Ochsman Foundation, which makes charitable contributions on behalf of his family. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Omar Castro is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 65 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Bank of America, Merrill, J.P. Morgan Chase, J.P. Morgan Securities, and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including principal trading, market-making, and affiliated banking programs.

Priscilla Sabates is a Series 66-licensed financial advisor with UBS Financial Services in Boca Raton, FL, where she has worked since 2013. She has 16 years of industry experience. Sabates serves as Vice President and Treasurer on the Board of Directors for her local homeowners association. UBS Financial Services 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 leverages proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Kristy Leavitt is a financial advisor at UBS Financial Services with 13 years of industry experience. She previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA from 2013 to 2026. 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 services and offers a broad range of capital markets and banking products.

Alfred Novoth is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2007 and holds a Series 63 designation. 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 integrates institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking programs.

Meryll Bangsil is a CFP®-designated financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Eric Lubitz is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley DW Inc. From 2011, he has been a partner in Sungria LLC, a company involved in produce wine cocktails. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Brian Buetel is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at UBS since 2016 and previously spent seven years at Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

Kate Halickman is a Series 66-licensed financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2022, she worked at Queens University Charlotte and Oxbridge Academy. She is based in Boca Raton, FL. 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 employs proprietary research and model-based asset allocation to tailor client strategies.

Robert Levy is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Painewebber Inc. since 2000. 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, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Glenn Oratz is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as a managing member on committees for investment-related LLCs involved in property management. 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 combines institutional trading capabilities with wealth management services, supported by proprietary research and a comprehensive capital markets platform.

Kylie Hazen is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at Carmichael Financial Advisors and spent ten years affiliated with American Heritage Schools Boca Delray and Georgetown University. Outside of her advisory role, she serves as a part-time program analyst for Every Child a Swimmer, a nonprofit that funds swim lessons for underserved communities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 client strategies.

Devora Tepper is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide a broad range of solutions.

David H. Savetz is a financial advisor with UBS Financial Services in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2000. UBS Financial Services Inc. 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 platforms.

Denise Rasicot is a Series 66-licensed financial advisor with 18 years of industry experience. She has been with UBS Financial Services since 2010, based in Boca Raton, FL. 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, utilizing proprietary research and model-based asset allocation to support client goals.

Colleen Schuhmann is a Series 63 credentialed financial advisor with UBS Financial Services in Boca Raton, FL, where she has worked since 2005. She has 29 years of industry experience. Schuhmann serves on the board of directors for the Delray Beach Public Library, assisting with fundraising, financial oversight, and educational programs for the community. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a broad range of financial products and services.

Mark Forman is a financial advisor with UBS Financial Services, holding a Series 66 designation and 28 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients with 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 services and offers a range of capital markets and research resources to support client strategies.