Robert Spina Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2014. 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 provides access to proprietary research and a broad range of capital markets solutions.

Jonathan Guzman is a financial advisor at UBS Financial Services in Jericho, NY, holding Series 63 and Series 65 designations with 12 years of industry experience. He has been with UBS Financial Services since 2014. 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 operates as a broker-dealer, investment adviser, and futures commission merchant.

William Carmody is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform that includes underwriting and securities-backed lending programs.

Joshua Drapkin is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Stifel Financial Corp., Jefferies LLC, and PricewaterhouseCoopers. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Joi Generazio is a financial advisor with UBS Financial Services in Jericho, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with UBS since 2015. Outside of her advisory work, she is a notary public involved in nonprofit activities. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Nancy Bohan is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2015 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she is a partner in a pilates studio called LagreeNY. UBS Financial Services serves individual, corporate, and institutional clients by combining 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 client strategies.

Tonia Dillon is a financial advisor with UBS Financial Services in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she manages seasonal rentals of a property she owns in Naples, Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Peter Rosenthal is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 44 years of industry experience. He has been with UBS Financial Services since 2015. Rosenthal serves on the Board of Directors for the Gurwin Jewish Healthcare Foundation, where he is involved in reviewing operations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Marina Matthews is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. She was previously with Morgan Stanley Smith Barney for 17 years before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services. The firm employs proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management offerings.

Gerard Bandini is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 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, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Christine Muneyyirci is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2015 and holds a Series 66 designation. Outside of her advisory role, she is a partner in a note-holding business related to laundromat equipment and is an officer managing a real estate business. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and proprietary research to inform client strategies.

Ryan Tacher is a financial advisor at UBS Financial Services with four years of industry experience. He has been with UBS since 2022 and previously spent four years at the University of Michigan and thirteen years at Syosset High School. He holds the Series 66 designation. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Antoinette Wallace is a financial advisor at UBS Financial Services in Jericho, NY, holding a Series 63 designation with 18 years of industry experience. She has been with UBS since 2015. 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.

Brandon Sobel is a financial advisor with UBS Financial Services in Jericho, NY, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, he is involved in a personal real estate holding company with his wife. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management services, providing access to proprietary research and affiliated banking programs.

Marianne Minio is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds a Series 63 designation and has been with UBS since 2015. 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 provides research-based investment strategies tailored to clients’ goals and risk tolerances.

Tracy Dellomo is a financial advisor with UBS Financial Services in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, Dellomo serves on the boards of several local organizations, including the Oyster Bay Main Street Association, Volunteers for Wildlife, and the North Shore Wildlife Sanctuary. 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 and utilizing proprietary research and model-based asset allocations to tailor client solutions.

Joshua Frankel is a CFP®-certified financial advisor with 34 years of industry experience. He has been with UBS Financial Services since 2015, working out of Jericho, NY. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Ana Beltran is a Series 66 registered financial advisor with UBS Financial Services in Jericho, NY. She has 18 years of industry experience and has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Paula Rohr is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. Outside of her advisory role, she serves on the Chairman’s Council of the Heckscher Museum of Art and is a board member of St. Mary’s Foundation for Children, where she participates in business development and fundraising. 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 offerings and uses proprietary research and model-based asset allocations to tailor client plans.

Suzanne Repole is a Series 66 licensed financial advisor with UBS Financial Services in Jericho, NY, where she has worked since 2015. She has 23 years of industry experience. Outside of her advisory role, she serves as a notary public. 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 to tailor investment plans to client goals and risk tolerances.

Marc Acosta is a financial advisor with UBS Financial Services in Jericho, NY, holding a Series 63 designation and bringing 32 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he participates as a customer in the Isagenix program, receiving rebates for referring new customers. 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 a broad range of capital markets and research resources to support client strategies.

John Campbell is a financial advisor with UBS Financial Services holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with UBS Financial Services since 2015. Campbell serves on the Board of Directors for the Grenville Baker Boys and Girls Club, an organization focused on youth development in the community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Maria Concilio is a Series 66 credentialed financial advisor with UBS Financial Services in Jericho, NY. She has 17 years of industry experience, all of which she has spent at UBS since 2009. UBS Financial Services Inc. 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 solutions to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes custody, underwriting, and capital markets services.

Sevan Chakiryan is a financial advisor with UBS Financial Services in Jericho, NY, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2017, following a six-year period away from the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client strategies.

Diane Johnston is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at AllianceBernstein L.P., Foreside Fund Services, and Willis Towers Watson. Outside of her advisory role, Johnston founded Wing Woman, a networking group for professional women that supports charitable causes and community events. She also serves as Chapter President of The Exit Planning Exchange in Connecticut, is a board member of the music charity MUSIC HEALS US, and is involved with Long Island Capital Alliance and other strategic advisory activities. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, combining institutional trading capabilities with wealth management through a broad platform that includes proprietary research and diversified financial products.

M Witover is a financial advisor with UBS Financial Services in Jericho, NY, holding Series 63 and Series 65 credentials and 54 years of industry experience. He has been with UBS Financial Services since 2008. Outside of advising, he serves as chair of the finance committee for The American Jewish Joint Distribution Committee and holds trustee and executor roles in multiple trusts and estates. UBS Financial Services serves individual, corporate, and institutional clients with 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 client strategies.

Amy Castar is a financial advisor with UBS Financial Services in Jericho, NY, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses model-based asset allocations and proprietary research to tailor financial plans and offers both fiduciary financial planning and advanced capital markets services.

Charles Crystal is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 42 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, 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.

Herbert Hoffman is a financial advisor at UBS Financial Services with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. Hoffman serves as a member of the Board of Directors for JDRF, a nonprofit focused on type one diabetes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and proprietary research to tailor investment strategies.

Daniel Scheinthal is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2011 to 2016. Scheinthal has been with UBS and UBS Bank USA since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm leverages proprietary research and institutional trading capabilities to deliver tailored investment solutions.

David Chodosch is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 31 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 services that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products and research-driven strategies.

Rosario Giliberto III is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 10 years of industry experience. He has been with UBS since 2017 and previously worked at TD Ameritrade from 2015 to 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services supported by proprietary research and model-based asset allocations.