Madeline Kahn is a financial advisor at UBS Financial Services in Chicago, holding Series 63 and Series 66 credentials with six years of industry experience. Her prior work includes roles at J.P. Morgan Chase Bank and Washington University in St. Louis. Outside of advisory work, she occasionally provides dog walking services through a local pet care platform. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including fee-based financial planning and capital markets operations.

Max Montgomery is a Series 66-licensed financial advisor at UBS Financial Services in Chicago, with four years of industry experience. His background includes roles at Cresco Labs, H&R Block, and the University of Kansas. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, employing proprietary market research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services.

Cara Kelley Reese is a Financial Advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has worked at UBS in various capacities since 2016. 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 offers a broad range of services, including wealth management, institutional trading, and capital markets activities.

Noelle Bond is a financial advisor at UBS Financial Services in Chicago, IL, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and optionsXpress. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client solutions.

Alexis Saed is a financial advisor at UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 designations with 29 years of industry experience. He has been with UBS Financial Services since 2009. 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 leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kristan Rowland is a CFA® charterholder and financial advisor with 22 years of industry experience, currently with UBS Financial Services in Chicago. Prior to joining UBS in 2022, she worked at William Blair & Company for ten years and Mesirow Financial Investment Management for one year. She serves on the Board of Directors of CFA Society Chicago, where she is Immediate Past Chair and leads the Governance & Nominating Committee as well as the Benefits & Compensation Committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor investment plans that align with clients’ goals and risk tolerances.

Robert Banas is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a non-active owner of Artistic Concepts, a business in which his wife participates. 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, utilizing proprietary research and model-based asset allocations to tailor client plans.

Erik Held is a financial advisor at UBS Financial Services in Chicago, IL, with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2005. Outside of his advisory role, Mr. Held serves as a regular member of the District 86 Board of Education, where he participates in budget approval, policy decisions, and educational oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial products and research resources.

Michael Ellington is a financial advisor at UBS Financial Services in Chicago, IL, with 32 years of industry experience. He has been with UBS since 1993 and holds Series 63 and Series 65 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 client strategies.

Mario Pantaleo is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 registrations and 36 years of industry experience. His prior roles include positions at Ameriprise, Oppenheimer Asset Management, Oppenheimer, and CIBC World Markets Corp. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm delivers advisory work using proprietary research and model-based asset allocation tailored to clients' goals and risk tolerances.

Arianne Marriott is a financial advisor at UBS Financial Services in Chicago, IL, with three years of industry experience. Prior to joining UBS in 2024, she worked at Fidelity Investments and Joseph Materials, Inc. She also works as a guest service ambassador for Live Nation, assisting at concert venues. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Louis Paster is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with UBS since 1992. Outside of his advisory role, he is a 50% owner of a technology consulting company, Capitalist Holdings, Inc., and serves as trustee for a family marital trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and capital markets services.

Elizabeth Sheehan is a financial advisor with UBS Financial Services in Chicago, IL, holding a Series 66 designation and 21 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, combining institutional trading capabilities with wealth management services that include portfolio management, financial planning, and distribution of mutual funds and alternative products.

Danielle Blaser is a financial advisor at UBS Financial Services with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining UBS in 2024, she worked at M1 Finance and held various roles in the hospitality and biotechnology sectors. 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 financial plans and portfolio management strategies.

Monty Wambold is a financial advisor at UBS Financial Services in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Richard Held is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 designations and having 53 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves as a trustee for two trusts. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 financial plans.

Anthony Du Bose is a CFP® professional with 22 years of experience in the financial services industry. He is currently with UBS Financial Services in Chicago, where he has worked since 2022. Prior to UBS, he held roles at Merrill, Royal Alliance Associates, Signator Investors, and SunTrust Advisory Services. In addition to his advisory work, he serves as the secretary of his condominium homeowners association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Mason Sager is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and is based in Chicago, IL. Mason has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Karen Gordon is a financial advisor with UBS Financial Services in Chicago, IL, holding the Series 66 designation and 24 years of industry experience. She has been with UBS Financial Services since 2000. 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, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Mofolarin Walter Johnson is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior experience at JP Morgan. Outside of his advisory work, he operates a sole proprietorship reselling products on Amazon. 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 proprietary research and model-based asset allocations to tailor client plans and provides a broad range of financial services including fee-based planning and discretionary portfolio management.