Jordanna Fallon is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously worked at Johnson Brunetti Investments and Hartford Interval House Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Andrew Bassock is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, he serves as president of the University of Pennsylvania Alumni Club in the Hartford area. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing a combination of financial planning, portfolio management, and proprietary research to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Brian Tomaska is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses and having 26 years of industry experience. His prior work includes multiple roles at Wells Fargo Advisors and Wells Fargo Clearing Services from 2010 to 2022. Outside of his advisory role, he has engaged in rideshare driving. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services and offers diverse capital markets and wealth planning solutions.

Erin Messier is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021, following five years at United Services Inc. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and provides a range of investment products and research to tailor strategies to client goals and risk tolerances.

Kent Byrd is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has prior experience at Silicon Valley Bank in both the U.S. and Canada. His work history also includes time at Boothbay Harbor Country Club and a period of extended travel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm’s approach combines proprietary capital market assumptions and model-based asset allocations with research from its Chief Investment Office and UBS Global Research to tailor client strategies across planning and portfolio management.

Cecilia Bettencourt is a Series 66-licensed financial advisor with UBS Financial Services, based in Hartford, CT. She has 18 years of industry experience and has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated lending programs.

Nicholas Nalbatian is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 65 and Series 63 licenses. He has one year of experience in the financial industry, previously working at Webster Bank and combining roles in education and retail. His background includes teaching positions at Westside Middle School, Danbury High School, and Western Connecticut State University over a nine-year period. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, offering services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client plans.

Brandon Burleigh is a CFP®-certified financial advisor with four years of industry experience, currently with UBS Financial Services in Hartford, CT. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he owns and operates an asphalt maintenance company. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Eric Young is a financial advisor at UBS Financial Services in Hartford, CT. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining UBS, he worked at NEOS Investment Management, LLC and has experience outside the financial industry, including roles in education and local government. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. Its Financial Advisors use proprietary research and model-based strategies to tailor plans based on clients’ goals and risk tolerances.

Patricia Morytko is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. She has been with UBS Financial Services since 2009. 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 offerings and uses proprietary research and model-based asset allocations to tailor strategies for clients.

Gerald Dubey is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as a Trustee Emeritus for the Connecticut River Museum, a maritime museum and foundation. 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 strategies to clients' goals and risk tolerances.

Jason Farkas is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2022. Outside of his advisory role, he supports a charitable wristband fundraising effort for a dog shelter initiated by his son. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor client plans and offers a broad range of capital markets and fiduciary services.

Kenneth Rios is a financial advisor with UBS Financial Services in Hartford, CT. He holds a Series 66 designation and has worked in the financial industry since 2022, including roles at Cerios LLC, M&T Bank, and Mirapet Capital Management LLC. Prior to his financial career, he was employed at the University of Connecticut and Fairchild Wheeler Multi-Magnet High School. 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 plans to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Greg Mendoza is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with UBS since 2009. Mendoza serves on the Professional Advisory Committee of the Hartford Foundation for Public Giving. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions including fee-based financial planning, portfolio management, and proprietary research.

Maureen Keating is a financial advisor at UBS Financial Services with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Merrill and Bank of America. Keating serves as trustee for family trusts related to education and support. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets solutions.

Tawana Anderson is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with 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 to clients' goals and risk tolerances.

Matthew Bragg is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS Financial Services since 1996. 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. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

David Fasi is a Series 66-licensed financial advisor with UBS Financial Services in Hartford, CT, where he has worked since 2012. He has 14 years of industry experience. Fasi has served on a committee of the Estate & Business Planning Council of Hartford and has delivered educational presentations on employee stock ownership plans (ESOPs) at the University of Connecticut. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad suite of capital markets and research resources.

Matthew Marques is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and research-driven strategies.

Andrew Worthington is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2004. Worthington serves as a trustee for The Bushnell, an arts organization, attending several board meetings annually. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products through a platform that combines institutional trading capabilities with wealth management services.