Jon Ramey is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves with the Wright State University Foundation. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Rachel Orlando is a financial advisor with UBS Financial Services in Indianapolis, Indiana. She holds a Series 66 designation and has 25 years of industry experience, including 10 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Matthew Burton is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2023 before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and 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 investment strategies.

Jynene Fry is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range 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 in its advisory approach.

John Wyand is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with UBS Financial Services and previously spent 11 years at Valeo Financial Advisors. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services through an integrated platform.

Antoinette Nevitt is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for 11 years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of 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 to tailor investment strategies.

Karla Spearing is a financial advisor with UBS Financial Services in Indianapolis, IN. She holds Series 63 and Series 65 designations and has 38 years of industry experience, including 21 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and manages both discretionary and non-discretionary portfolios.

Jennifer Reid is a CFP® with 28 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She holds a Series 66 license and is based in Indianapolis, IN. Outside of her advisory role, she is a partner in a rental property business. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor strategies to client goals and risk profiles.

Hanna Jackson is a financial advisor with UBS Financial Services in Indianapolis, IN, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Peak Brokerage Services, Thurston Springer Financial, RBC Capital Markets, and Sanctuary Wealth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

Danielle Guerra is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at UBS since 2020 and previously spent eight years at Schwab Private Client Investment Advisory, Inc., as well as thirteen years at Charles Schwab. 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. Its advisors use proprietary research and model-driven asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Matthew Mcgee is a Series 66 licensed financial advisor at UBS Financial Services in Indianapolis, with 12 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a range of capital markets and advisory solutions.

Jaimie Shrieve is a financial advisor at UBS Financial Services with 16 years of industry experience. Prior to joining UBS in 2021, Jaimie worked at Indie Asset Partners, BKD Wealth Advisors, and J.P. Morgan Securities and Chase Bank. Jaimie holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Anna Bannister is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has prior work experience including roles at Johnson & Johnson and Butler University. Anna has also worked in community and recreational organizations such as the YMCA and Whitmoor Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and investment products.

Scott Metzinger is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Indianapolis, IN. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets solutions alongside tailored investment advice.

Paul Johnson is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and 53 years of industry experience. He has been with UBS since 1990. Outside of his advisory role, he operates a small grain farm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor solutions based on proprietary research and model-based asset allocations.

Ronald Schneider III is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Indiana University’s Kelley School of Business. Outside of his advisory role, he is involved in tennis coaching and serves on the investment committee for the United States Tennis Association Midwest Section. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Stephanie Doane is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, 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 strategies.

Komalpreet Kaur is a financial advisor at UBS Financial Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Merrill, and Bank of America. 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 research and capital markets services through its global platform.

Thaddeus Eckerle is a Series 66-licensed financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Richard Grimes is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody services.

Jason Murdock is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Anastacia Yoannides Young is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. In addition to her advisory role, she serves on the board of Race to Remember, a nonprofit that organizes a 5K race to raise funds for Alzheimer’s research, where she acts as treasurer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and fiduciary solutions.

Sarah Morgan is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at Merrill from 2011 to 2017 before joining UBS in 2017. She holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Scott Kemmer is a financial advisor at UBS Financial Services in Indianapolis, IN, with 26 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 66 designations. Outside of his advisory work, he serves as a church organist at St. Boniface Church, a role he has held since 1986. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored financial plans.

Jeff Lowrie is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sandhill Investment Management and American Funds. Based in Indianapolis, IN, he joined UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocations, and a broad set of capital markets services.

Brett Headley is a CFP® with 16 years of experience in the financial services industry. He is currently with UBS Financial Services and previously worked at JP Morgan Chase Bank and J.P. Morgan Securities. He serves as Vice President and Investment Committee Chair for Horizon House, a nonprofit providing services to the homeless community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Adrienne Hart is a financial advisor with UBS Financial Services in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at Merrill since 2004 and spent ten years at Bank of America prior to joining UBS in 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Ann Graef is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for nine years before joining UBS in 2022. 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 according to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets services.

James Schillaci is a financial advisor at UBS Financial Services with 34 years of industry experience. He has held roles at Bank of America and Merrill prior to joining UBS in 2017. His credentials include the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, 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 client goals.

Scott Troutman is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, he appeared in a local plumbing commercial in a non-compensated capacity. 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 financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad array of capital markets and advisory solutions.

Chad Mccullough is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. Outside of his advisory work, he serves on the board of directors for Memorial Day Mile, Inc., a nonprofit organization that organizes an annual road race in Franklin, Indiana. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Matthew Green is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the development board for the Indiana University Simon Cancer Center and is involved as a silent partner in several Skyzone trampoline park ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Joanna Franz is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch for 15 years before joining UBS in 2023. Based in Indianapolis, IN, she provides advisory services through a well-established institutional firm. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and offers a broad range of capital markets services through its platform.

Daniel Larner is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, NA and J.P. Morgan Securities Inc. He serves on the board of directors for the Indianapolis Northside Lions, a nonprofit youth basketball club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Steven Young is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with UBS since 2014. Outside of advisory work, he is an author of several positive mindset and self-help books, including titles focused on business success and overcoming imposter syndrome, with his works available on Amazon and Facebook. 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 aligned with clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Clifford Allen is a financial advisor with UBS Financial Services in Indianapolis, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 1983. Outside of his advisory role, he serves on the board of directors for the YMCA of Greater Indianapolis, overseeing the operations of local YMCA branches. 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 through a network of advisors who tailor plans using proprietary research and model-based asset allocations.

Frances Flood is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA®) with 11 years of industry experience. She has worked at UBS Financial Services Inc. since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, 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.

Karin Veatch is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase for 13 years before joining UBS in 2021. She serves on the board of directors and the audit committee of Metropolitan Indianapolis Public Media, a nonprofit organization focused on public media. 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 supported by proprietary research and model-based asset allocations.

Kaus Christopher is a CFP®-designated financial advisor with 15 years of industry experience, currently with UBS Financial Services in Indianapolis, IN. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Darin Etchison is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the investment committee for Our Lady of Mount Carmel Church, overseeing the management of the parish’s charitable trust. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Kevin Johns is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked at UBS since 2017 and previously held roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Brandt Wagley is a financial advisor at UBS Financial Services in Indianapolis, IN, with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

John Reddington is a financial advisor at UBS Financial Services with 43 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages farmland where he grows corn and soybeans under cash rent agreements. 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 integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.