Thomas Holocher is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves as president and board member of the Cincinnati chapter of the Exit Planning Institute, organizing educational content for professional advisors and business owners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Jeffrey Pacetti is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm offers a broad range of services, including fee-based financial planning, portfolio management, and capital markets activities.

David Schmitz is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides customized financial planning and portfolio management supported by proprietary research and model-based asset allocation.

Richard Payne II is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market assumptions, model-based asset allocations, and global research to tailor financial plans and portfolio management to client goals and risk tolerances.

William Mccarthy is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and bringing 24 years of industry experience. He has been with UBS Financial Services since 2013. 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 services and provides research and capital markets services through its comprehensive platform.

Richard Mettman is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with UBS since 2007. Outside of his advisory work, he is involved with MGTrio, LLC, a business that provides ideas and suggestions. UBS Financial Services 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 and provides a broad range of capital markets and research resources.

Taylor Hoffman is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients by 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 investment strategies.

Abigail Withers is a financial advisor at UBS Financial Services in Cincinnati, OH, with a Series 66 designation and one year of industry experience. Before joining UBS in 2026, she held various roles in the hospitality, logistics, airline, and education sectors, including positions at Cooper's Hawk Winery & Restaurant, Allegiant Air, and the University of Cincinnati. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions for clients.

Michael Anastasia is a financial advisor at UBS Financial Services in Cincinnati, OH, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Matic Insurance, Loki Nets, Federal Express, and Amazon. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

Donald Semler is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining UBS in 2017, he worked at Fidelity Brokerage Services from 2014 to 2017. Outside of his advisory role, he is involved in web hosting and development through Vinson Massif Holdings LLC. 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 plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Robert Anning II is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Anning serves on the boards of Convalescent Hospital and Spring Grove Cemetery and Arboretum. 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, supported by proprietary research and a broad platform of capital markets and lending services.

Michael Hyzdu is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves as Vice Chair for Junior Achievement of Central Ohio and holds advisory roles with several Catholic community organizations, including the St. Thomas More Newman Center and Saint Paul's Outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management.

Kevin Shepherd is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in Jet Connection LLC, a limited partnership involved in the ownership and usage of a private jet. 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 provides access to proprietary research and capital markets operations.

Deanna Collins is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1996. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Elizabeth Galvin is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2007. Outside of her advisory work, she serves on the board of directors for the Children's Theatre of Cincinnati, where she assists in advising staff and organizing fundraising activities. 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 offers proprietary research and a broad set of capital markets services.

Christina Tumbleson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and nine years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2024. Outside of her advisory role, she operates Empyrean Notarization LLC, providing notary services to the public. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Scott Cengia is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS since 2005. Outside of his advisory role, he manages YRCP LLC, an entity established for trademark protection of an app. 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, offering proprietary research and a broad range of capital markets services.

Jon Scott is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has worked at UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor financial plans.

Amanda Paulik is a financial advisor at UBS Financial Services with six years of industry experience. She has worked at UBS since 2019 and previously held roles at Barnes Dennig and PricewaterhouseCoopers LLP. Outside of advisory work, she occasionally assists with a family-owned LLC, Cincy Barn Doors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform of investment and capital markets solutions.

Karen Breed is a financial advisor with UBS Financial Services in Cincinnati, OH, holding CFP®, Series 65, and Series 66 credentials and 27 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as president of the Sycamore Bridge Homeowners Association in Loveland, OH. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors.