Jill Todd is a financial advisor at UBS Financial Services in Boston, MA, with seven years of industry experience. She holds the Series 66 designation and has worked at UBS Wealth Management since 2018. Prior to that, she had roles at Phillips Exeter Academy and Ashley Hall School. 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 access to proprietary research and a broad range of capital markets solutions.

Breana Cole is a financial advisor at UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses with 15 years of industry experience. She previously worked at Alliance Bernstein for 11 years and at Integrity Prosperity Security Strategic Capital for one year. Outside of her advisory role, Cole serves as Chair of the Family Council at Gilbane Building Company, providing governance support to the family owners. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Diana Rogers is a financial advisor at UBS Financial Services with 36 years of industry experience. She has worked at UBS and Wells Fargo Clearing Services over the course of her career. In addition to her advisory work, she serves as a notary public in Charlestown, MA. UBS Financial Services serves individual, corporate, and institutional clients with 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.

Matthew Mcauliffe is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering 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 uses proprietary research and model-based asset allocations to tailor client plans.

Brynna Hanlon is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked at UBS in various capacities since 2016. 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 research from UBS Global Research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and market-making.

Jillian McGrath is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Sanford C. Bernstein since 2006. McGrath serves on the boards and investment committees of both the Harvard Club of Boston and the Boston Lyric Opera, providing oversight and guidance on investment management. 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.

William Marsden is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He has been with UBS Financial Services in Boston, MA since 2015. 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 a range of capital markets services through its platform.

John Scribner is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Outside of his advisory role, Scribner serves as a board member, treasurer, and investment committee member for the Holly Hog Charitable Foundation and provides occasional investment advice for a testamentary trust supporting a beneficiary’s health and welfare. 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 and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Stephanie E. Kopp is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she is involved as an independent consultant with Rodan & Fields, a multilevel marketing company. 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 plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Carl Litsch is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Dalmore Group, Watchdog Capital, AF Asset Management Corp., and Chainstone Labs. 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 plans to clients’ goals and risk tolerances.

William Newell is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at MassHavens Inc., RumbleOn Inc., JMP Securities LLC, and Stephens Inc. Newell serves as a fiduciary managing equity portfolios and assets for family trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor client solutions.

Theodore Webster is a financial advisor at UBS Financial Services in Boston, MA, with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. 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 client goals. The firm combines institutional trading capabilities with wealth management services, operating as both an investment adviser and broker-dealer.

Ryan Murphy is a financial advisor at UBS Financial Services in Boston, MA, with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he serves as a development ambassador for the Boston Children's Museum, contributing to speaker procurement and general outreach. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, employing research-driven, model-based asset allocations tailored to client goals.

Michael Cotter is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 1997 and has concurrent experience with Putnam Investments since 1996. UBS Financial Services serves individual, corporate, and institutional clients with 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 employs proprietary research and model-based asset allocations to tailor client plans.

Henry Myers is a financial advisor with UBS Financial Services in Boston, MA, holding Series 63 and Series 66 licenses and six years of industry experience. His previous roles include positions at Goldman Sachs & Co. LLC, MFS Fund Distributors, Inc., and Bank of New York Mellon. 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 capital market assumptions and research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

William Madden is a financial advisor at UBS Financial Services in Boston, MA, with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at JPMorgan Chase Bank NA and Bank of America, N.A. Outside of his advisory role, Madden manages the Marla Madden McDougall Memorial Scholarship Fund, which provides annual scholarships to graduates of his family’s high school in memory of his sister. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Their approach integrates proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

David Uva is a financial advisor at UBS Financial Services in Boston, MA, holding the CFP® and ChFC® designations with 29 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he manages investment accounts for a family member and is named as durable power of attorney in her estate plan. 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 and delivers tailored advice using proprietary capital market assumptions and research from its Chief Investment Office and global research teams.

Justin Conover is a financial advisor at UBS Financial Services in Boston, MA, holding a Series 66 designation. He began his advisory career at UBS in 2026. Prior to that, he held various roles outside the financial industry, including positions at Pulp and Splash by the Sea, and has a background that includes education roles at UNC Chapel Hill and local schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and proprietary research.

Daniel Mclaughlin is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. 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 and provides a broad range of capital markets and research resources.

Sarah Nelson is a Series 66 licensed financial advisor at UBS Financial Services in Boston, MA, with three years of industry experience. Prior to joining UBS in 2022, she worked at DraftKings and Bose Corporation, and held roles at Northeastern University. 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 integrates proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances, operating with a combination of wealth management and institutional trading capabilities.