Christopher Kincade is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with UBS Financial Services and has previously worked with Bank of America, Merrill, Btig, and Merrill Lynch. Kincade attended Elon University from 2015 to 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research. The firm offers a range of services including fee-based financial planning, portfolio management, and capital markets activities, combining institutional trading capabilities with wealth management.

Michael James is a financial advisor with UBS Financial Services in Franklin Lakes, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients with 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, supported by proprietary research and a broad platform that includes custody, underwriting, and capital markets solutions.

Frances Heath is a financial advisor with UBS Financial Services and holds Series 63 and Series 65 credentials. She has 40 years of industry experience, including 25 years at UBS, where she has worked since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including 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 investment strategies.