Susan Bailey is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with UBS since 1989. Outside of her advisory role, she serves as a trustee of a real estate rental LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and proprietary research distribution.

Dean Scarpa is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 licenses and has 46 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he is an arbitrator for the NASD and NYSE, an inventor with a marketed invention, an author, and participates as a background actor in TV and movie productions in Chicago. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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 and offers a broad range of financial products and market services.

Judith Berlin is a financial advisor with UBS Financial Services in Delray Beach, FL, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has been with UBS since 1995. In addition to her advisory role, she is involved with Leslie Hefter Article 3 GST, providing financial advice related to investment in stocks and bonds. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor client plans.

Diane Levin is a financial advisor with UBS Financial Services in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2007. 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. The firm supports its advisors with proprietary research, model-based asset allocations, and a variety of financial planning and portfolio management programs.