William Booker is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 66 designations and over 42 years of industry experience. He previously worked at Merrill and Bank of America before joining UBS in 2010. Outside of his advisory role, Booker serves on the board of a Catholic high school focused on inner-city youth and is involved with a foundation that provides scholarships for the California University of Pennsylvania. He is also a partner in WorkNest LLC, a company producing workplace solutions for nursing mothers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 in its advisory approach.

Henry Sobotka is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS Financial Services since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he is the proprietor of the Bernice M. Sobotka Trust. 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 utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Justin Raho is a financial advisor with UBS Financial Services in Florham Park, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves on the board of directors and finance committee for Summit Speech School, which provides educational services to children who are hearing impaired. 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 investment plans aligned with clients’ goals and risk tolerances.

Laura Strubel is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 1993 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Francis Ahmed is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes seven years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., along with two years at The Boston Consulting Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation with proprietary research to tailor financial plans. The firm blends institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Eric Levine is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has worked at UBS Financial Services since 2023 and previously spent six years each at Newton Investment Management and Lord Abbett. Outside of advisory work, Levine serves as an executor of an estate trust in accordance with family directives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and capital market assumptions to tailor client portfolios. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial solutions including fee-based planning, portfolio management, and market-making activities.

Eric B. Soos is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved with the Morristown Beard School, providing general oversight for the 7-12 grade school. 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 strategies.

Christopher Conroy is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in film production, specifically a Netflix movie project titled "Little Brother." 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 delivers advisory work through a network of financial advisors who tailor plans using proprietary research and model-based asset allocations.

Charles Levine is a financial advisor with UBS Financial Services in Florham Park, New Jersey, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2009. 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 institutional trading capabilities.

Steven Williams is a financial advisor with UBS Financial Services in Florham Park, NJ, holding a Series 66 designation and eight years of industry experience. He previously worked at Neuberger Berman for nine years before joining UBS in 2022. 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 plans.

Dean Fisher is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Before entering the financial industry, he was involved in the hospitality sector, managing Lovey's Pizza and Grill and South Street Creamery and Cafe. 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 through a broad platform that includes proprietary research and capital market insights.

Craig Haddock is a Series 66 licensed financial advisor with UBS Financial Services, based in Florham Park, NJ. He has four years of industry experience, including prior roles at MassMutual NJ-NYC and teaching positions at Rutgers University and Nutley High School. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings to tailor investment plans based on proprietary research and model-based asset allocations.

Joseph Luongo is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Barclays Investment Bank and Hapag-Lloyd AG. 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 fee-based financial planning, portfolio management, and access to proprietary research to tailor client strategies.

Ivonne Rivera is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 63 designation and has been with UBS since 2006. 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 proprietary research, underwrites securities, and offers affiliated banking and lending programs.

Armando Michelangelo is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds the Series 63 designation and has been with UBS since 2013. 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 strategies aligned with clients’ goals and risk tolerances.

John Kelly is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His career includes prior roles at Morgan Stanley and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor strategies to client goals. The firm integrates institutional trading capabilities with wealth management services, offering unique market-making and underwriting activities alongside comprehensive financial planning.

Jacob Giannelli is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Cheetah Clean and Dunham's Sporting Goods. Prior to his advisory career, he spent six years at Western Kentucky University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial and capital markets solutions.

Katherine Knutsen is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. She worked at Goldman Capital Management, Inc. for 20 years before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management, offering diverse capital markets services and proprietary research.

Michael Kahn is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has been with UBS since 2012. Kahn serves on the board of directors for the New Jersey Commercial Real Estate Alliance, a trade association focused on real estate networking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Matthew Tantleff is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has prior work experience at Monmouth University and Bernards High School. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management offerings. The firm delivers advisory work through a network of Financial Advisors who use proprietary research and model-based asset allocations tailored to clients' goals and risk tolerances.

Samuel Booker is a Series 66 licensed financial advisor with UBS Financial Services in Florham Park, NJ, where he has worked since 2013, accumulating 13 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation and tailored financial planning through its network of advisors.

Debra Spiesman is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with UBS Financial Services since 2009. 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. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Vincent Doren is a financial advisor with UBS Financial Services in Florham Park, NJ, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2021, he worked at Fairfield University, Drew University, and Governor Livingston High School. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Ashraf Elghandour is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2012. Outside of advisory work, he is involved in developing and marketing entertainment scripts, is an author of a fiction novel in the process of being published, partners in a health and fitness equipment venture, and teaches finance courses as an adjunct professor at St. Petersburg College. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates wealth management with institutional trading capabilities and provides custody, underwriting, and capital markets services.

Steven Horky is a financial advisor with UBS Financial Services in Florham Park, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Carson Crane is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Centenary University and has experience in the hospitality sector through Panther Pub. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, combining institutional trading capabilities with wealth management.

Igor Fastov is a financial advisor with UBS Financial Services in Florham Park, NJ, holding a Series 66 designation and 24 years of industry experience. He previously worked at Morgan Stanley in various roles from 2014 to 2023. Outside of advising, he manages a family-owned LLC involved in property management. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Andrew Reisfield is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and Colonial Surety Company. 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 assumptions and research from its Chief Investment Office to tailor investment strategies to clients’ goals and risk tolerances.

Tristan Cooper is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2011, with prior roles at J.P. Morgan Securities, Morgan Stanley, and Citigroup Global Markets. 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 offerings to tailor plans aligned with clients’ goals and risk tolerances.

Kyle Ashmore is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has held prior roles at Morgan Stanley and UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client strategies.