Jack Korchek is a financial advisor with UBS Financial Services in Chicago, IL, holding a Series 66 designation and six years of industry experience. He has worked at UBS since 2019, following positions at Wintrust and PennyMac Loan Services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and offers both fee-based and discretionary portfolio management.

John Mc Garry is a financial advisor at UBS Financial Services in Chicago, IL, with seven years of industry experience. He holds the Series 66 designation and has been with UBS since 2016. Outside of his advisory work, Mc Garry serves as the executive director and operations chairman of the Children's Research Fund Junior Board at Lurie Children's Hospital of Chicago, managing logistical aspects of the board’s activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office to tailor plans based on clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets solutions.

Patrick Erfort is a CFA® charterholder and holds a Series 66 license with nine years of experience in the financial services industry. He has worked at UBS Financial Services since 2016 in Chicago, IL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor financial plans and portfolios to clients’ goals and risk tolerances.

Nicole Lyons is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with UBS Financial Services since 2010. Outside of her advisory role, Lyons creates and sells acrylic paintings and flavored olive oils, which she ships nationwide. 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 and proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Kristen Zaharski is a financial advisor at UBS Financial Services with five years of industry experience. She previously worked at Anderson, Rasor & Partners, LLP for eight years before joining UBS in 2020. Zaharski has been involved with the Mother's Club at St. Juliana School, where she was approached to serve as Treasurer of the Board pending firm approval. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities across its wealth management platform.

Jeremy Shull is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation with 24 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he serves on the Mitchell Fund Board, which oversees budgeting and investment decisions for an endowment, and he participates on the Dean's Advisory Board and Finance Advisory Board for the personal finance program at the University of Kansas School of Business. 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, supported by proprietary research and model-based asset allocation.

Charles Newman is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he is involved in agricultural land ownership through an agreement with a local farmer. UBS Financial Services serves individual, corporate, and institutional clients by offering a combination of brokerage and investment advisory solutions, including portfolio management and fee-based financial planning. The firm integrates proprietary market research and institutional trading capabilities with wealth management services.

Emily Ettie is a financial advisor at UBS Financial Services in Chicago, IL, with four years of industry experience. She holds the Series 66 designation and has prior experience at Morgan Stanley and M1 Finance. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a network of financial advisors who tailor plans using proprietary research and model-based asset allocations.

Christopher Greene is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation with 14 years of industry experience. He has been with UBS Wealth Management since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Patrick Oconnell is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 credentials with 35 years of industry experience. He has been with UBS since 1998. UBS Financial Services Inc. 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 investment plans to clients’ goals and risk tolerances.

Nicholas Lomaglio is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Lomaglio is involved in several community and educational activities, including serving on the boards of Advice Beyond the Classroom and St. Rita High School, and participating in the Young Professionals of Chicago organization. UBS Financial Services 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, utilizing proprietary research and capital market models to tailor client strategies.

Deron Coleman is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Jean Beaudoin is a financial advisor at UBS Financial Services in Chicago, IL, with 38 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He serves as trustee for multiple family irrevocable and revocable life insurance trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 solutions to client goals.

Abiagil Murphy is a Series 66-licensed financial advisor with UBS Financial Services in Chicago, IL, where she has worked since 2021. She has three years of industry experience and attended Auburn University prior to her advisory career. 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 offers proprietary research along with affiliated banking and lending programs.

Katherine Klempen is a financial advisor at UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining UBS, she worked at Charles Schwab and has been involved with the Chicago Yacht Club in various capacities. 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.

Amy Ryan is a Series 66-registered financial advisor with UBS Financial Services in Chicago, IL, with seven years of industry experience. She has worked at UBS since 2018 and previously held roles at Elmhurst Community District 205 and Courts Plus. 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 uses proprietary research to tailor strategies to clients’ goals and risk tolerances.

Rafael Balanquet is a financial advisor at UBS Financial Services in Chicago, IL, holding the Series 66 designation. He has been in the industry for three years, with previous roles at First National Bank of Pennsylvania and PNC Bank. 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 plans to clients’ goals and risk tolerances.

Patricia Camper Evitts is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Matson F. Schwalm is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he serves as an officer for Windermere Holdings LLC, advising on investments and loans against investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and affiliated lending programs.

Grant Brown is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with UBS Financial Services since 2008. 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 client plans.