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 with UBS Financial Services in Clearwater, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Edward Jones, and AXA Equitable. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor client solutions.

John Petika is a financial advisor with UBS Financial Services in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 1988. Outside of his advisory work, he is involved in breeding and racing thoroughbred horses as a sole proprietor. 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 a broad range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.