Cassandra Wincek is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation. Her career includes roles at UBS and Georgia State University. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm offers a range of services including financial planning, portfolio management, and distribution of mutual funds and alternative products.

Christopher Harvey Rice is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Banc of America Investment Services. He is based in Charlotte, NC. 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 and uses proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Lynda Rettig is a financial advisor at UBS Financial Services with 39 years of industry experience. She has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is a FINRA Non-Public Arbitrator pending completion of mandatory training. 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 integrates institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Richard Callahan is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he is a partner at Ethix Diagnostics LLC, a lab testing business, where he participates in quarterly partner meetings. 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 plans to clients’ goals and risk tolerances.

Kurt Hegerfeld is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities. The firm provides a range of services including fee-based financial planning, portfolio management, and access to capital markets, operating as a broker-dealer, investment adviser, and futures commission merchant.

Alexander Devereaux is a CFP® and Series 66-registered financial advisor with UBS Financial Services in Charlotte, NC, with three years of industry experience. Prior to joining UBS, he worked in various roles in entertainment production and digital media, including as Creative Director of Devereaux Productions LLC, an entertainment production company. Devereaux’s background includes positions at Paciolan and the University of California, Irvine. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.