Marc Mosher is a Certified Financial Planner (CFP®) with 27 years of industry experience. He currently works at UBS Financial Services and has held previous roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Luke Allison is a financial advisor at UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 credentials with one year of industry experience. Prior to joining UBS, he worked at Morgan Stanley and has experience outside finance, including roles at Gibsons Bar & Steakhouse and Indiana University. 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, providing tailored financial planning and portfolio management supported by proprietary research and a broad range of capital markets services.

Zachary Draus is a financial advisor with UBS Financial Services in Chicago, IL, holding the ChFC® designation and Series 66 license. He has 10 years of industry experience, including prior roles at Citigroup, MML Investors Services, MassMutual Life Insurance, Sentinus, and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining financial planning, portfolio management, and capital markets services. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Craig Tomasino is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation with 20 years of industry experience. He has been with UBS Financial Services since 2006. Tomasino contributes time and energy to Lurie's Children's Research Fund, supporting child care causes. 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, utilizing proprietary research and a broad platform that includes custody, underwriting, and capital markets functions.

Christian Morris is a financial advisor at UBS Financial Services in Chicago, IL, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS since 2019. Prior to that, he spent a decade at J.P. Morgan Securities Inc. and JPMorgan Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including 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 strategies to clients’ goals and risk tolerances.

Jay Maltby is a financial advisor at UBS Financial Services in Chicago, IL, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of services through its extensive network of financial advisors.

Sara Cassidy is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Robert W. Baird & Co. for seven years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Teesha Quartey is a financial advisor at UBS Financial Services with three years of industry experience. She previously worked at Northern Trust for eight years and New York Life for six years. 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 institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocation.

Cameron Slabbert is a financial advisor with UBS Financial Services in Chicago, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to UBS, he worked at Morgan Stanley and has various roles at private clubs and corporate settings. 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 and leveraging proprietary research and model-based asset allocations.

Joanna Morrison is a financial advisor at UBS Financial Services in Chicago, IL, with three years of industry experience. She holds the Series 66 designation and previously worked at Schiff Hardin LLP, Winston & Strawn LLP, and Honigman Miller Schwartz & Cohn LLP. 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 plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Jacob Richmond is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at UBS Financial Services since 2022 and previously spent five years at Merrill. His background also includes four years at AdTalem Global Education Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across fee-based financial planning, portfolio management, and capital markets activities.

Stephanie Ailor is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation. She joined UBS in 2025 and has prior experience working in legal and government roles, including seven years at the Office of Chief Counsel for U.S. Customs and Border Protection and positions at Baker McKenzie LLP and Greenberg Traurig LLP. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities and wealth management services through proprietary research and model-based asset allocations.

Frank Mccannon III is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 1998. He serves on the Options Industry Council FA Advisory Council, providing guidance on the education of financial advisors regarding listed equity options. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor client investment plans and offers fiduciary financial planning alongside capital markets and underwriting services.

Aubrey Ramey is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, Ramey worked briefly at CETERA Advisor Networks LLC and has an educational background from DePaul University and Valparaiso University. 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 offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Patrick Burke Jr. is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 designation and bringing 11 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of 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 capital market assumptions to tailor client solutions.

Nora Quinn is a financial advisor at UBS Financial Services in Chicago, holding a Series 66 designation with six years of industry experience. She has worked at UBS since 2021 and previously held roles at Wells Fargo Clearing and Fairfield University. Outside of her advisory work, Nora serves on the Young Board of a Chicago-based charity, where she helps organize fundraising events, and coaches grade school volleyball at St. Alphonsus School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Benjamin Fonseca is a financial advisor at UBS Financial Services in Chicago, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2021, he worked in the hospitality and education sectors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and provides additional capital markets, underwriting, and custody services.

Ivy Leggero is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 licenses and 19 years of industry experience. She worked at Merrill Lynch from 2007 to 2022 before joining UBS in 2022. 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.

Alfred Harvey is a financial advisor with UBS Financial Services in Chicago, IL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Merrill for 25 years before joining UBS in 2025. 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 a range of solutions including fee-based financial planning, portfolio management, and capital markets services.

Christopher Gill is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2011 and previously worked at Manulife Investment Management, John Hancock Investment Management, and BNY Mellon Securities Corporation. He holds the Series 63 and Series 66 licenses. 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.