John Petika is a Series 66-registered financial advisor with UBS Financial Services in Clearwater, FL, where he has worked for 16 years. He has spent his entire industry career at UBS, focusing on financial advisory services. UBS Financial Services serves individual, corporate, and institutional clients with 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 provides research-driven investment solutions tailored to clients’ goals and risk tolerances.

Dale Emerick is a financial advisor with UBS Financial Services in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with UBS since 1980. Outside of his advisory work, he serves as secretary and treasurer for No Rules Offshore Adventures, a charter sport fishing business, where he also acts as a charter captain. 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 to tailor portfolios based on proprietary research and model-based asset allocations.

Brett Elam is a Series 66-credentialed financial advisor at UBS Financial Services with 14 years of industry experience. He has been with UBS since 2010. 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 through a range of proprietary research, capital markets operations, and affiliated lending programs.

Pamela Dils is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 2010 and holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through 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 delivers advisory work using proprietary research and model-based asset allocations.

James Petika is a financial advisor at UBS Financial Services with six years of industry experience. He has worked at UBS since 2019 and previously was with Brown & Brown Insurance from 2015 to 2019. He holds a Series 66 designation. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Derek Smith is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and AXA Equitable. 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 solutions. The firm employs proprietary research and model-based asset allocations to tailor plans that align with clients' goals and risk tolerances.

John Petika is a financial advisor with UBS Financial Services in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 1988. Outside of his advisory role, he operates a sole proprietorship breeding thoroughbred horses for racing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.