Frank Quinn is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Quinn serves as a trustee on the board of Ohio Wesleyan University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a wide range of investment and capital markets solutions.

Jeffrey Moster is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as executive director of Moster, Ltd., a company involved in developing apartments and condominiums. 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 and utilizes proprietary research and model-based asset allocations to tailor solutions for clients.

Gregory Hohenstein is a financial advisor at UBS Financial Services in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Foreside Fund Services, LLC and Innovator Capital Management, LLC. Prior to his advisory career, he was affiliated with Bowling Green State University in the Department of Economics. 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 combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocation to tailor strategies aligned with clients’ goals and risk tolerance.

George Karalekas is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation with two years of industry experience. Prior to joining UBS, he worked at Strategic Capital Investment Advisors and has a varied background including roles at NASA, The University of Alabama, and SKF. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations to tailor client plans.

Neelam Seth is a financial advisor at UBS Financial Services with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS and its affiliated entity UBS International Inc. since 2008. Based in Chicago, IL, she has worked at UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Anna Ceraso is a financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and lending solutions.

Drew Dombrowski is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Merrill, E*Trade Securities, and Best Dedicated Solutions, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings such as fee-based 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 strategies to client goals and risk tolerances.

Austin Greer is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining UBS in 2025, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2025. He has also served on the University of Missouri Board of Curators. 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 institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Adam Fuelleman is a CFA® charterholder and financial advisor with UBS Financial Services in Chicago, Illinois, where he has worked since 2019. He has 18 years of industry experience, including prior roles at Credit Suisse Securities (USA) LLC from 2015 to 2019. Outside of his advisory work, he serves on the board of directors for the Thomas Ford Memorial Library, a local foundation. 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 proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Lisa Siradas is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2016. 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 utilizes proprietary research and model-based asset allocations to tailor investment strategies to clients' goals and risk tolerances.

Patrick Thompson is a Series 66-licensed financial advisor with UBS Financial Services in Chicago, IL, where he has worked since 2008. He has 18 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through 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 research-based, model-driven investment strategies tailored to clients’ goals and risk tolerances.

John Schmitt is a financial advisor with UBS Financial Services in Chicago, Illinois, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch Pierce Fenner & Smith. Outside of his advisory work, he is involved as a general partner in a family estate planning LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor client plans.

Tyler Coupe is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Uline, Inc. and Aegon Asset Management, among other roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Alan Arrieta is a Series 66 registered advisor with UBS Financial Services in Chicago, Illinois. He has 20 years of industry experience and has been with UBS since 2008. 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, custody, underwriting, and capital markets services.

John Irwin Jr. is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2004 and holds Series 63 and Series 66 registrations. Outside of his advisory role, he is involved in two baseball-related businesses, including managing a website for Chicago baseball activities and assisting with the accounting for an e-commerce site selling baseball and softball items. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored financial planning and portfolio management. The firm operates with institutional trading capabilities alongside wealth management services.

Tanja Ivovic is a financial advisor at UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 licenses with 11 years of industry experience. Her prior roles include positions at Fidelity Investments and Hub Group, as well as involvement with Supernova Cosmetics LLC. She has been with UBS Financial Services since 2015 in two separate tenures. 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, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Danielle D'arcy is a financial advisor at UBS Financial Services with eight years of industry experience. She previously worked at Goldman Sachs & Co for six years and served at the University of Chicago Booth School of Business for two years. Outside of her advisory role, she is involved with nonprofit organizations including the Delta Gamma Foundation, Fay Ranches Community Foundation, and Eversight, where she holds board positions and participates in strategic planning and finance. 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.

Peter Van Nice is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as a trustee for private company interests and personal trusts. 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, supported by proprietary research and a broad platform of capital markets services.

Chad Horetski is a financial advisor with UBS Financial Services in Chicago, IL, holding a Series 66 designation and having 10 years of industry experience. He has been with UBS Financial Services since 2015. Outside of his advisory role, he serves as an associate board member for Supplies for Dreams, a nonprofit providing school supplies, field trips, and mentoring to underserved Chicago Public Schools students. 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 investment plans according to client goals and risk tolerances.

Anthony Unruh is a financial advisor at UBS Financial Services in Chicago, IL, with 10 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he is a limited partner in a family limited liability limited partnership that invests primarily in liquid securities. 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 strategies.