Adrienne Ciccone is a Series 66-registered financial advisor with UBS Financial Services in Boston, MA, where she has worked since 2018. She has seven years of industry experience, including a prior role at Helmes and Co LLC and several years at Fairfield University, where she held positions including Dean of Students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings that include portfolio management, financial planning, and access to proprietary research and capital markets services.

Marc Smith is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and two years of industry experience. His work history includes multiple positions at Bryant University and roles with the City of Gloucester Department of Public Works and various other organizations. 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 investment strategies to clients’ goals and risk tolerances.

Catherine Mc Laughlin is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019. Prior to UBS, she was employed at Fitzrovia Post Limited for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 provides proprietary research and capital markets support through a large network of advisors.

Joseph Alibrandi is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Republic Investment Management, First Republic Securities Company, and MFS Fund Distributors. He is based in Boston, MA. 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 strategies to clients' goals and risk tolerances.

Christopher Brolly is a CFP®-certified financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade. Outside of his advisory role, he is a partner and writer for the publishing venture Red Broccoli. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 plans.

Anna Alibrandi is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at First Republic Securities Company, First Republic Investment Management, Brown Brothers Harriman, and The Wellington. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Robert Ryan is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Morgan Stanley in various capacities from 2004 to present and previously at Merrill. Ryan serves as Treasurer and board member for Neurofibromatosis, Inc., a charity focused on curing neurofibromatosis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to client goals and risk tolerances.

Alexander Martinelli is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds the Series 63 designation and has been with UBS since 2015. Based in Boston, MA, his background includes over a decade of service at one of the industry’s leading firms. UBS Financial Services serves individual, corporate, and institutional clients through a combination of 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 solutions.

Steven La Pointe is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation. He began his advisory career at UBS in 2022. Prior to joining UBS, he held positions outside of finance, including roles at Whole Foods Market and Bryant University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets products.

Juan Ren is a financial advisor with UBS Financial Services in Boston, MA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Daniel Gurian is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he serves as Treasurer and Investment Committee Chairperson on the board of a nonprofit organization focused on disability work, overseeing its endowment. 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, supported by proprietary research and a broad platform of capital markets and lending solutions.

Frank Panayotou is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2009 and holds a Series 66 designation. 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 advice to clients.

Cornelia Birmingham is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at CIBC National Trust Company and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 financial plans.

Nicholas Mc Govern is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he has worked in various roles including at Coca-Cola Beverages Northeast and Capital Advisory Group. Outside of his advisory work, he operates a small reselling business focused on collectibles and provides part-time support at a software company serving the retail collectibles market. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through Financial Advisors who use proprietary research and model-based asset allocations tailored to client goals.

Rigby Peckham is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, Peckham held positions at Cypress Equity Investments, Amundi US, and Wayfair Inc. Peckham also has several years of involvement with the Spindle Rock Sailing Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial planning and portfolio management.

Tatum Zupnik is a financial advisor at UBS Financial Services in Boston, MA, holding the Series 66 designation with one year of industry experience. Prior to joining UBS, Zupnik worked at Equitable Advisors and the Royal Bank of Canada. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 model-based asset allocations.

Benjamin Wheaton II is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America, N.A. He has also been employed by Procaccianti Companies and Wolf & Company, P.C. Outside of his advisory role, no additional activities are noted. 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 integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals.

Meridith Verge is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at UBS since 2019 and previously spent 11 years at National Financial Services LLC. Outside of her advisory role, she is also a cycle instructor at Life Time in Medford, MA. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor strategies to client goals and risk tolerances.

James Carleton is a financial advisor at UBS Financial Services in Boston, MA, with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Outside of his advisory role, Carleton serves on the boards of Cramer Digital and DSM Corporation, a supermarket chain. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Steven Scher is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS Financial Services since 2005. 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 uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.