Michael Buckley is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 designation and 18 years of industry experience. He has been with UBS Financial Services since 2006. 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, providing clients access to proprietary research, capital markets services, and comprehensive financial solutions.

Dashawn Gumbs is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley, New York Life, and PNC. Outside of advisory work, he is employed by Uber in a customer service role. 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, employing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Brian Polerecky is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and 66 designations and 26 years of industry experience. He has been with UBS Financial Services since 2005. Outside of his advisory role, he serves as a voting committee board member for a condominium association. 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 provides a broad range of capital markets services and proprietary research to support its advisors.

Joshua Brown is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation with five years of industry experience. His work history includes roles at UBS Financial Services, Fidelity Investments, State Farm Insurance, and Northwestern Mutual. 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 financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Sarah Ruby is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and Stifel. Ruby is based in Chicago, IL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market models and research to tailor financial plans. The firm offers a broad range of services including wealth management, institutional trading, and capital markets solutions.

Thomas Stiller is a financial advisor at UBS Financial Services in Chicago, IL, with 33 years of industry experience. He has been with UBS since 1997 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the boards of two homeowners' associations, where he is involved in managing landscaping and community maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.

Cara Hill is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008 in Chicago, IL. 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, leveraging proprietary research and asset allocation models to tailor client solutions.

David Dentler is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 designations and 17 years of industry experience. Prior to joining UBS in 2021, he worked at Morgan Stanley from 2015 to 2020. Outside of his advisory role, he writes fiction as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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.

David Boudreau 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 Financial Services since 2009. 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, supported by proprietary research and a broad platform of capital markets and lending services.

Samuel Moroni is a Series 66 licensed financial advisor with UBS Financial Services in Chicago, IL, where he has worked since 2006. He has 18 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with 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 in client advisory.

William Altman Jr. is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation with eight years of industry experience. He has been with UBS since 2017 and previously worked at Humana, Inc. from 2013 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Matthew Mc Nerney is a Series 66 licensed financial advisor with UBS Financial Services in Chicago, IL, with two years of industry experience. Prior to his current role, he has held various positions including roles at Noodles and Company and Door Dash, as well as experience in education and hospitality. 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 to tailor financial plans and portfolio management aligned with clients’ goals and risk tolerances.

Nick Paterakos is a financial advisor at UBS Financial Services in Chicago, IL, with 44 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client solutions.

Robert Foersterling is a financial advisor at UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as Treasurer and Officer of the Chicago Police Memorial Foundation and advises Wild Leaf Ventures, a beverage manufacturing and distribution company. 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 offerings. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicholas Stell is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2004 in their Chicago, IL office. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Laurie Barry is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with UBS since 1998. Outside of her advisory role, Laurie teaches early morning fitness classes twice a week. 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 delivers advisory work through a large network of Financial Advisors using proprietary research and model-based asset allocations.

Grant Ellington is a Series 66-licensed financial advisor at UBS Financial Services in Chicago, IL, with eight years of industry experience. He has worked at UBS since 2017 and previously held a position at Deloitte for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, incorporating fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking services.

Tina De Gante is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with UBS Financial Services in Chicago, where she has worked since 1995. In addition to her advisory role, she serves as executor and trustee for a family trust and manages the estate-related distributions. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities to provide tailored financial planning and portfolio management.