Kevin Murphy is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He worked at Fidelity Investments for five years before joining UBS in 2018. 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 to clients' goals and risk tolerances.

Amy Minnier is a financial advisor with UBS Financial Services in Cleveland, OH, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2007. 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 discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Georgette Richards is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2000 and holds the Series 66 designation. 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 solutions.

Tyner Haag is a financial advisor at UBS Financial Services in Cleveland, OH, holding a Series 66 designation with six years of industry experience. He has worked at UBS since 2018 and has previous experience at the University of Dayton and Kyocera-SGS Precision Tools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research to tailor plans to clients’ goals and risk tolerances. The firm operates with institutional trading capabilities alongside wealth management services.

Sean Hardy is a Series 66 licensed financial advisor with UBS Financial Services in Cleveland, OH, bringing 27 years of industry experience. He has been with UBS since 2013. Hardy serves as a trustee for the Ruth E. Hopkins Irrevocable Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Owen Mcbride is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1993 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing member of an LLC that oversees a small rental property. 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 a range of capital markets and research resources.

Stephen Miles is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Based in Cleveland, OH, he has spent over a decade serving clients through this firm. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, 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 and utilizes proprietary research and model-based asset allocations in its advisory approach.

Kristen Geary is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her work history includes multiple roles at UBS Financial Services since 2018 and prior experience with HumanLink LLC and independent brokerage work. 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, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

William Murphy is a financial advisor at UBS Financial Services in Cleveland, Ohio, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Painewebber Incorporated since 1992. Murphy serves on the board and finance committee of South West Hospital’s foundation and participates in charitable activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and capital markets services. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Chad Hartup is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 1999. Hartup serves as president of his residential homeowner association, a one-year term on the board managing community responsibilities. 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 uses proprietary research to tailor client strategies.

Dianna Reiser is a Series 66-registered financial advisor with UBS Financial Services in Cleveland, Ohio, where she has worked since 1993, accumulating 29 years of industry experience. She has spent her entire advisory career at UBS. 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, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Daniel Mckenna is a financial advisor at UBS Financial Services in Cleveland, OH, with 39 years of industry experience. He has held his current role at UBS since 2007. He holds Series 63 and Series 65 licenses. 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 utilizes proprietary research and model-based asset allocations to tailor strategies for clients.

Jennifer Chinn is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She previously worked at The Huntington Investment Company, Huntington National Bank, and Portage Community Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to client goals using proprietary research and model-based asset allocations.

Ishan Modi is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. He has held positions at several firms, including Solomon Page and Stratos Wealth Partners, and is involved in a data analysis project for The Pennsylvania State University’s Housing and Food Services, which originated as part of his master's capstone. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, employing proprietary research and model-based asset allocations to tailor financial plans.

Richard Freedman is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked at UBS since 2011. Freedman serves as Vice President of the Board for the Jewish Big Brothers Big Sisters Association and is President of the Board of Trustees for Temple Israel Ner Tamid, both roles conducted outside business hours. 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 client strategies.

Brian Martin is a financial advisor with UBS Financial Services in Cleveland, Ohio, holding Series 63 and Series 66 designations and having 42 years of industry experience. He has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Deborah Davidson is a financial advisor at UBS Financial Services with five years of industry experience. She has been with UBS since 2017 and previously worked at The Private Trust Company from 2010 to 2017. Outside of her advisory role, she also works as a delivery driver for food services including DoorDash and Uber. 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 financial plans and portfolio management to clients’ goals and risk tolerances.

Samuel Von Duhn is a financial advisor at UBS Financial Services with Series 65 and Series 63 credentials and one year of industry experience. He has worked at several firms including KeyBank, Key Investment Services, LLC, and Charles Schwab. Prior to entering the financial industry, he spent time in education and also worked at Interlake Steamship Company. 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 and provides research-driven, model-based investment strategies tailored to client goals.

Daniel Gaertner Jr. is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at UBS since 2018 and previously at American Century Investment Services for one year. He serves as a trustee for the West Haven Foundation, where he participates in grant approvals and organizational oversight. 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 uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Modesto Ruggiero is a financial advisor with UBS Financial Services in Cleveland, OH, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at UBS since 2007 and also has a long tenure with Mcdonald Investments Inc. since 1998. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Katrina Pacyna is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to her current role, she was involved with St. Albert the Great School, where she supervised children during recess and assisted in the lunchroom. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Giovanni Ruggiero is a financial advisor with UBS Financial Services in Cleveland, OH, holding a Series 66 designation and 15 years of industry experience. He has been with UBS since 2010. He is a member of a committee at the Jesuit Retreat House, a nonprofit organization focused on organizing retreats and managing endowment investments and cash flow. UBS Financial Services 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 and provides proprietary research and a broad range of capital markets services.

Laurence Bricmont is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at UBS Financial Services Inc. since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

David Croft is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017. Prior to UBS, he spent four years at Xavier University. Croft is a member of the investment committee for Walsh Jesuit High School, overseeing the school's endowment. 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 uses proprietary capital market research and model-based asset allocations to tailor financial plans and portfolio management.

Ann C Lutz is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with UBS since 1988. Outside of her advisory role, she serves on the boards of several nonprofit organizations, including Vocational Guidance Services and Malachi House, and participates in strategic and investment committees for Magnificat High School. UBS Financial Services provides brokerage and investment advisory solutions to individual, corporate, and institutional clients. The firm offers a range of services including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management and proprietary research to tailor client investment strategies.

John Moss is a financial advisor with UBS Financial Services in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2016. He serves as a committee member for MetroHealth, a charitable organization, where he contributes to monitoring investment performance. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client plans.

David Maher is a financial advisor with UBS Financial Services in Cleveland, OH. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 26 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Erin Ventura is a Certified Financial Planner (CFP®) with nine years of industry experience, currently advising clients at UBS Financial Services in Cleveland, OH since 2016. She holds the Series 66 designation and has spent her career at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with a range of portfolio management and planning services. The firm integrates institutional trading capabilities with wealth management to provide diversified financial solutions.