Adam Ness is a Series 66 licensed financial advisor with 10 years of industry experience, currently serving clients at UBS Financial Services since 2017. Prior to joining UBS, he spent one year at Colorado Roofing and Restoration. Based in Denver, CO, he works within a large institutional brokerage and advisory firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of advisory and brokerage offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets platforms.

Jonathan Beukelman is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS in 2025, he worked at Wefi Technology and has held educational roles at Taylor University, Valor Christian High School, and Cherry Hills Christian Middle School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and proprietary research distribution.

Sherrie Spitz is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 14 years of industry experience. She has worked at UBS Financial Services since 2003 and at Merrill Lynch Pierce Fenner & Smith since 2013. 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 range of capital markets and research resources to support its advisors.

Kurt Nielsen is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and global research to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Sheri Dipaglia is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with UBS Financial Services Inc. since 1988. 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 leverages proprietary research and model-based asset allocations to tailor client solutions.

Michael Fowles is a financial advisor with UBS Financial Services in Denver, Colorado. He holds a Series 66 designation and has 25 years of industry experience, including over a decade with UBS since 2013. 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, including proprietary research and affiliated lending programs.