Andrew Kearns is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and three years of industry experience. Before joining UBS in 2022, he worked at Fidelity Investments and has experience at Miami University and The Hillman Group. He serves on the Miami University Alpha Delta Phi Alumni Council, advising on organizational activities and financial matters. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor solutions based on proprietary research and asset allocation models.

Garrett Pringle is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with UBS Financial Services in Cincinnati, OH, where he has worked since 2022, and previously held roles at Raymond James Financial and First Financial Wealth Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, discretionary portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment solutions.

Nathan Buse is a financial advisor at UBS Financial Services with one year of industry experience. He has previously worked at Fidelity Investments, Capital Wealth Advisors, and had a role at the Rueve Landscape Company LLC. Nathan holds a Series 66 designation. UBS Financial Services Inc. 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 and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Donald W. Harden is a CFP® and ChFC® professional with 37 years of industry experience, currently affiliated with UBS Financial Services in Cincinnati, OH since 2008. He is also a licensed independent insurance agent specializing in fixed products. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Gary Dowdell is a financial advisor with UBS Financial Services in Cincinnati, Ohio. He holds a Series 66 designation and has 21 years of industry experience, including 13 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates proprietary market research and model-based asset allocations to tailor strategies for clients and combines institutional trading capabilities with wealth management services.

Spencer Strunk is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked in roles outside the financial sector, including at Planet Fitness and the University of Kentucky. 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 tailored to clients' goals and risk tolerances.

Kelsey Mc Kay is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC before joining UBS in 2019. 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. The firm uses proprietary research and model-based asset allocations to tailor portfolios and offers both fee-based financial planning and capital markets services.

Suzanne Frazier is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. 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 provides access to proprietary research and capital markets operations.

Ryan Whitford is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and joined UBS in 2023. Outside of his advisory role, Whitford participates in community theatre and has performed in the summer musical "Jersey Boys" with Cincinnati Landmark Productions. 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 financial plans aligned with clients’ goals and risk tolerances.

Christopher Pennington 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 on the governing board of the Burlington Spring Horse Show, an annual event that supports local charities, where he has been asked to take on the role of Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to 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.

Michael Mckay is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds the Series 66 credential and has been with UBS since 2005. Mckay is involved with the United Way of Greater Cincinnati’s Tocqueville Society, a charitable organization. UBS Financial Services Inc. 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 utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Diane Deck is a financial advisor at UBS Financial Services with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Patty Walker is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2013. Outside of her advisory role, she owns Black Diamond Designs, a business based in Cincinnati, OH. 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 a broad range of capital markets and research resources.

James Leugers is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Michael Lance Mc Kay Jr. Jr. is a financial advisor at UBS Financial Services with a Series 66 designation. He has experience at firms including Becker, Kellogg & Berry, P.C., State Farm Insurance Companies, and Roth Jackson Gibbons Condlin, PLC. He is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and capital markets services.

John Fahrmeier is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. 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 provides fee-based financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Thomas Purcell III is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2005. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kyle Rolfes is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Alex Tussey is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining UBS, he worked at Merrill from 2021 to 2024 and has held various roles at financial services and realty firms since 2016. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. 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.

Kimberly Fielman is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and bringing 24 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Jeffrey Brauley is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2005. Outside of his advisory role, he serves on the Board of Directors for Carmel Manor Retirement Home, assisting with fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.

Seth Adamson is a financial advisor at UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation with 10 years of industry experience. He previously worked at Fifth Third Securities, Inc. from 2013 to 2017 before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, including fee-based 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 strategies to client goals and risk tolerances.

Diane Fehrenbach is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 63 designation and 29 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she operates a small medical billing service as a sole proprietor. 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 client plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Louis Giglio is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he has participated in nonprofit activities including serving on the finance and investments committee of the Greater Cincinnati Foundation. 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 and offering tailored financial planning supported by proprietary research and model-based asset allocations.

Donald Nickerson is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2010. He served on a seven-person economic development advisory committee for Anderson Township in 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocation to tailor services to client goals. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Heather Mardis is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she has worked in warehouse personnel at Kohl's distribution center since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Lorelei Tumino is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 13 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based 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 financial plans.

Shelli Davenport is a Series 66 credentialed financial advisor with 27 years of industry experience. She has worked at UBS Financial Services since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public in the state of Ohio. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based 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 investment strategies.

Ethan Stanley is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he manages payments related to road repair and snow removal for a local community association. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Anthony Watson is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Watson serves on the board of directors for AMEX Investment Corp, engages in land development partnerships, and participates in charitable fund distribution through the Abrams Family Foundation. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, integrating proprietary research and model-based asset allocations to tailor investment plans.

Steven G. Trimble is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at UBS since 2014. Outside of his advisory role, he serves on the Board of Directors for Ruah Woods, where he contributes to developing religious education programs for Catholic schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and institutional trading capabilities with wealth management services.

Emily Hogya is a financial advisor at UBS Financial Services in Cincinnati, OH, holding Series 65 and Series 63 licenses with two years of industry experience. She previously worked at Foster & Motley and FEG Investment Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Jay Bowman is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2005 and holds Series 63 and Series 65 designations. 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 supports its advisors with proprietary research and model-based asset allocations.

Brian Breitenstein is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at First Financial Bank, WesBanco, United Bank & Capital Trust, and Citizens Bank of Northern Kentucky. He holds the Series 66 designation. UBS Financial Services Inc. 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 plans to clients' goals and risk tolerances.

Zachary Sech is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Milissa Brennan is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. She is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Dominic Palmisano Jr. is a financial advisor at UBS Financial Services with 12 years of industry experience. He has been with UBS since 2013 and holds a Series 66 designation. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Samantha Roberts is a financial advisor at UBS Financial Services in Cincinnati, OH, with three years of industry experience. She previously worked at Union Savings Bank and U.S. Bank. Outside of her advisory role, she spends time supporting a family apiary business by handling communications and media. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

James Hider is a financial advisor with UBS Financial Services in Cincinnati, OH, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he co-teaches a security analysis class at the University of Cincinnati. 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 portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client investment strategies.