Vicki Thomas is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with UBS since 2008. 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.

Robert Cusano is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2000 and is also a licensed real estate broker operating Cusano Realty since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining research-driven asset allocation with a range of portfolio management and capital markets services.

Carly Flanagan is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2022, she worked at Futures Inc. from 2019 to 2022. Her background also includes work in the hospitality sector. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Riley Cooper is a financial advisor with UBS Financial Services in Hartford, CT. He holds a Series 66 designation and has one year of industry experience, including prior roles at Block 15, Marcus & Millichap, and the University of Oregon Lundquist College of Business. 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 financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Dan Olson is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining UBS in 2016, Olson worked at Merrill, Chase Investment Services Corp., and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ina Goldschmidt is a Series 66 licensed financial advisor with UBS Financial Services in Hartford, CT, where she has worked since 2007, totaling 18 years of industry experience. She serves as treasurer for the German Shepherd Club of Greater New Haven. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocation.

Robin Anderson Jr. is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Merrill from 2007 to 2016 before joining UBS in 2016. 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 provides access to proprietary research and capital markets solutions.

Kyle Ross is a financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as an alderman for the City of New Haven, participating in local legislative policymaking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management informed by proprietary research and model-based asset allocations.

Sean Siana is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with UBS Financial Services, having joined in 2023, and previously worked at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad service platform.

Michael Lusardi is a Financial Advisor at UBS Financial Services in Hartford, CT, with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor solutions to clients’ goals.

Ryan Bagley is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2009 and holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, Bagley coaches youth ski racing at Berkshire East Ski Resort in Massachusetts. 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 and offers a range of capital markets services.

Michael De Corleto is a financial advisor at UBS Financial Services with 25 years of industry experience. He has held positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. prior to joining UBS. De Corleto holds Series 63 and Series 65 designations. UBS Financial Services supports individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets and research resources to tailor investment strategies.

Brannon Ozark is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2019. He brings a background as a military veteran and is a CERTIFIED FINANCIAL PLANNER™ professional. Brannon focuses on helping individuals and families build confidence in their financial future through planning, education, and personalized guidance. His professional experience includes roles as a Senior Paraplanner at Apella Capital from 2018 to 2019, Financial Advisor at Key Investment Services from 2016 to 2018, Premier Banker at United Northeast Financial Advisors from 2015 to 2016, and Financial Center Manager II at Bank of America from 2012 to 2015. Outside of his professional work, Brannon has interests in food, military service, parenthood, pets, reading, and traveling.

Chad Czerwinski is a Series 66-licensed financial advisor at UBS Financial Services in Hartford, CT, with 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves on the Board of Directors for Hartford Youth Scholars, a nonprofit providing training and education to youth in Hartford, CT, and oversees the management of an 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. The firm uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Paula Rose is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 63 designation and 36 years of industry experience. She has been with UBS Financial Services since 1995. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Lillian Johnston is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Her prior work includes roles at Joe Pizza and BodyRoc, as well as positions at the University of Connecticut and Penn State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Jane Page is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with UBS since 2013. UBS Financial Services 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 provides proprietary research to support tailored client solutions.

Douglas Domian is a financial advisor at UBS Financial Services in Hartford, CT, with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2012. 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 supports advisors with proprietary research and model-based asset allocations.

Barrett Heyde is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Merrill for five years and has experience with the Darien Youth Commission and the University of Hartford. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of 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 services.

Martin Kearns is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 66 licenses. UBS Financial Services Inc. 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 and offers a range of capital markets services.