David Young is a CFP®-certified financial advisor with 39 years of industry experience, currently practicing at UBS Financial Services in Denver, Colorado. He has been with UBS since 2013. Outside of his advisory work, he is involved with the Jefferson County Boys & Girls Club and has a privately held computer encryption services business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and delivering customized financial plans based on proprietary research and model-based asset allocations.

Maurice Nissim is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. UBS Financial Services 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 combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Shanya Yallaly is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Financial LLC, Merrill Lynch, GWFS Equities, and Fidelity Investments. Outside of finance, she coaches volleyball at both the high school level and a youth volleyball club in Colorado. 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 financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, offering a range of capital markets and wealth management services.

Alexander Savinar is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and possessing 10 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Savinar serves as Treasurer and a member of the Board of Directors for CASA, a nonprofit supporting children in the juvenile court system. UBS Financial Services 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 provides a wide range of capital markets solutions through its platform.

Geoffrey Meyer is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2013. Meyer serves on the Board of Trustees for Crossroads Church, overseeing financial matters and reporting. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Casey Minnick is a Series 66-licensed financial advisor with UBS Financial Services in Denver, CO, with four years of industry experience. Prior to joining UBS Financial Services in 2021, Minnick worked at UBS from 2016 to 2021. Minnick serves on the board of directors for the USO in Colorado and Wyoming, where responsibilities include event planning, speaking about military experience, and assisting with fundraising. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, delivering tailored advice based on proprietary research and model-based asset allocations.

John Burks is a financial advisor with UBS Financial Services in Denver, CO. He holds a Series 66 designation and has recent experience at Becknell Industrial LLC and Kimley-Horn and Associates, Inc. prior to joining UBS in 2026. 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 proprietary research and capital markets solutions.

Allen Pierce is a Series 66-registered financial advisor with UBS Financial Services in Denver, Colorado, where he has worked since 2010. He has 18 years of industry experience. Outside of his advisory role, he is the owner of Arithmos LLC, a company involved in procuring and deploying equipment for digital asset ledger verification, and serves as an advisor to RezDox, a residential document storage provider. 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 market assumptions.

Ronald Charles Kemp is a financial advisor with UBS Financial Services in Denver, Colorado. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with UBS since 2015. 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 services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Scott Taylor is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he has worked part-time in retail sales at American Eagle Outfitters and The Buckle. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Riley Baker is a financial advisor at UBS Financial Services in Denver, CO, holding a Series 66 designation with less than one year of industry experience. Prior to joining UBS, Baker held positions at Reformation, Arrow Electronics, Vuori, and Kinder Care, as well as roles in education at Castle View High School and the University of Denver. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Nicholas Schoon is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at KPMG for six years before joining UBS in 2019. Outside of his advisory role, he serves on an advisory group for KIPP Colorado Schools, organizing fundraising and community service activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to client goals and risk tolerances.

Caitlin Walsh is a financial advisor at UBS Financial Services in Denver, CO, with four years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include a position at E*TRADE Securities LLC and diverse experience outside finance, such as work in education and hospitality. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets operations.

Seth Mitchell is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with UBS since 2007. Outside of his advisory work, he is involved in producing instructional videos for performers through Colline Productions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Rachelle Beer is a financial advisor at UBS Financial Services with 16 years of industry experience and holds a Series 66 designation. She has been with UBS since 2012 in Denver, CO. UBS Financial Services Inc. 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 investment solutions.

William Morton is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 certifications and seven years of industry experience. He previously worked at The Vanguard Group from 2018 to the present and has engaged in various roles including a sole proprietorship providing odd jobs through the TaskRabbit platform on weekends. 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 services and employs proprietary research and model-based strategies to tailor client plans.

Elaine Gampel is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she serves on the Board of Trustees for the Women’s Foundation of Colorado, the Board of Project PAVE, and participates on the Investment Committee for Jewish Family Service, advising on asset allocation and investment matters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Steven Nuccio is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63, 65, and 66 designations and 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches girls' softball for the Jefferson County Public School District and is a partner and singer in a cover band called Voodoo Mountain. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerance. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Carlos Ponce is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he serves on a committee at Ponce LLC, a family partnership involved in managing real estate expenses and property maintenance. 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 financial plans aligned with clients' goals and risk tolerances.

Christina Kimball is a financial advisor with UBS Financial Services in Denver, Colorado. She holds Series 63 and Series 66 designations and has 15 years of industry experience. Kimball has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research.

William Marcoux is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at UBS since 2014. Outside of his advisory role, he is an investor and LLC member of MARG Partners LLC, which operates Morrison Inn, a retail restaurant business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of financial advisors.

Peter Sherlock is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining UBS in 2025, he worked at Cresset Asset Management, Bank of America, Merrill, and JPMorgan Chase. He is also a co-organizer and co-manager of Shamrock Moose LLC, a for-profit limited liability company based in Denver. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Terri Riedel Manary is a Series 66 licensed financial advisor with 17 years of industry experience, currently with UBS Financial Services in Denver, Colorado since 2013. She is involved in an investment-related partnership, TNT Escapes LLC. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management, utilizing proprietary research and model-based asset allocations.

Sterling Crowe is a Series 66 licensed financial advisor with 15 years of industry experience, currently practicing at UBS Financial Services in Denver, CO since 2013. He serves as a member of the board of directors for the Denver Health Medical Plan, which provides healthcare coverage for employees of the Denver Health Authority and the Career Service Authority. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services across multiple financial products and platforms.

Jennifer Pierce is a CFA® charterholder and financial advisor with UBS Financial Services in Denver, CO, where she has worked since 2021. She has six years of industry experience, including nine years at Wells Fargo Bank. Pierce is a finance committee member at Hope House of Colorado, a nonprofit providing support programs for parenting teen mothers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings and operates in multiple financial markets and product areas.

Logan Pesses is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Morgan Stanley and Carnegie Companies, LLC. He serves as a trustee of an irrevocable life insurance trust established for his father. UBS Financial Services provides brokerage and advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services through a diverse platform that includes financial planning, portfolio management, and capital markets activities.

Paul Atkinson is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Merrill from 2005 to 2015 and Morgan Stanley from 2002 to 2005. He holds Series 63 and Series 65 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to support client strategies.

Ethan Callaway is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. 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, supported by proprietary research and a broad range of capital markets functions.

Marc Cimmino is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and totaling 14 years of industry experience. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. from 2011 to 2018. Outside of advising, he owns a sole proprietorship involved in real estate rental. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Austin Trevino is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and eight years of industry experience. Before joining UBS in 2017, he served five years in the United States Air Force. He is also the Treasurer for the United States Air Force Academy Association of Graduates Denver Chapter, where he helps manage the budget for alumni networking events. 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 financial plans. The firm provides a wide range of services including fee-based planning, portfolio management, and capital markets activities.

Jason Lord is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the board of directors for The Garage, a nonprofit community workspace supporting rural entrepreneurs in Colorado. 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 integrates institutional trading capabilities with wealth management, leveraging proprietary research and offering a broad suite of financial products and services.

Jamie Engelking is a financial advisor at UBS Financial Services with 27 years of industry experience. Prior to joining UBS in 2023, she worked at Bank of America and Merrill Lynch. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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 and offers a broad range of financial services including custody, underwriting, and securities-backed lending.

John Nimock III is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has worked at UBS Financial Services since 2013. Outside of advisory work, he serves on the finance committee of Warren Village, a nonprofit organization supporting single parents and their children. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management, using proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides access to a broad set of capital markets and research resources.