James Mccoll is a CFP® professional with 19 years of industry experience, currently with UBS Financial Services since 2022. Prior to UBS, he worked at Sanford C. Bernstein for 15 years. He serves as an assistant tennis coach at New Trier High School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Anthony Zaccaria is a financial advisor with UBS Financial Services in Chicago, Illinois, holding a Series 66 designation and 13 years of industry experience. He has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Katherine Gossard is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 credential and three years of industry experience. Prior to joining UBS in 2022, she spent over two decades at McDermott Will & Emery and worked briefly at Schiff Hardin LLP. She serves as a co-trustee of the L.S. Wood Charitable Trust, which provides scholarships to students in need. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ specific goals and risk tolerances.

Joseph Glasby VI is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Foster Pike and Associates, Skyepack, and Dental Dreams. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets solutions.

Jillian Godoy is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2022, following roles at Bank of America and Merrill. Outside of advising, she is involved in family-held businesses, including an auto care and towing company where she handles bookkeeping duties. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 platform of financial products and solutions.

Bradley Nassar is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining UBS in 2022, he worked for Sanford C. Bernstein & Co. for 11 years. 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, drawing on proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Michael Bailey is a financial advisor at UBS Financial Services with 30 years of experience. He holds Series 63 and Series 65 licenses and has been with UBS since 1996. Bailey serves on the board of directors for Hinsdale Central Lacrosse, the parent organization for boys’ high school lacrosse in Hinsdale, Illinois. 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 employs model-based asset allocations and proprietary research to tailor investment plans, providing a range of services including fee-based financial planning, portfolio management, and capital markets solutions.

Christopher Mccormick is a financial advisor with UBS Financial Services in Chicago, IL, holding a Series 66 designation and 15 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he serves as an officer for Ari's Extra Inning, a foundation that makes grants to charitable organizations, and acts as trustee for the A. M. Gift Trust. 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 strategies to clients’ goals and risk tolerances.

William Ringwood is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 designation. He has one year of industry experience and previously worked at Piatti and held various roles in educational settings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Henry Freedman is a financial advisor with UBS Financial Services in Chicago, IL. He holds a Series 66 designation and has two years of industry experience. Prior to joining UBS in 2023, he worked at the University of Denver and New Trier High School. 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 provides research-driven, model-based investment solutions tailored to clients' goals and risk tolerances.

John Scoville is a Series 66 licensed financial advisor with UBS Financial Services in Chicago, IL, and has three years of industry experience. Prior to joining UBS, he held various roles in the hospitality sector, including positions at Timothy O'Toole's Pub, The Darling, and LondonHouse Chicago. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

Jeffrey Byrnes is a financial advisor with UBS Financial Services in Chicago, IL, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a member of the tennis staff at East Bank Club Chicago. 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 uses proprietary research to tailor client strategies.

Joseph Esposito is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the boards of Fenwick High School, the Hektoen Institute of Medicine, Sota Convoys, and holds a board observer position with Tomato Jos, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored by a network of financial advisors using proprietary research and model-based asset allocations.

Ajay Desai is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with UBS since 2011. Outside of his advisory role, Desai serves on the board of directors for several personal and private holding companies and is involved with a retail cryotherapy business in a mentoring capacity. He is also a member of the finance committee for the Iowa State University Foundation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and capital market assumptions to tailor investment strategies to client goals and risk tolerances.

Grant Schenk is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining UBS in 2021, he worked at TD Ameritrade and held various positions including at APEX Systems (Wells Fargo) and Mission Taco. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and model-based asset allocations tailored to clients' goals and risk tolerances.

Koy Kosek is a CFP® professional at UBS Financial Services with four years of industry experience. He previously worked at LPL Financial LLC and BMO Bank NA. Kosek serves as President of the Board of Directors for Theatre Above The Law, a Chicago-based cultural organization focused on mentoring future artists. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes proprietary research to tailor strategies aligned with clients’ goals and risk tolerances.

Heather Clark is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She has worked at UBS Financial Services since 2013, including a brief tenure at Fidelity Brokerage Services in 2020. UBS Financial Services Inc. 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 and provides a broad platform including fee-based financial planning, portfolio management, and capital markets services.

David Hunt is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 credential and 12 years of industry experience. He previously worked for Sanford C. Bernstein & Co., LLC for eight years before joining UBS in 2022. Outside of his advisory role, he serves as Chair of the Board of LiftUp Communities, an organization focused on supporting low-wage and underemployed workers, and volunteers on the Plan Commission for the city of Lake Forest, providing recommendations on special use permits. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management offerings.

Neil Shitut is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Goldman Sachs & Co. LLC and AXA Equitable, as well as academic positions at the University of Scranton. 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 client solutions.

Rebecca Davis is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.