Spencer Tabor is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Regions Bank and Whitaker Bank and has a background in education from Morehead State University. 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 financial plans according to clients’ goals and risk tolerances.

Mark Korona is a Series 66 licensed financial advisor with UBS Financial Services in Lexington, KY, where he has worked since 2013. He has 22 years of industry experience. Korona serves as a director on the board of the Kentucky Nephrology Research Trust, which focuses on kidney disease research. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Sarah Clark is a financial advisor at UBS Financial Services in Lexington, KY, holding a Series 66 credential with one year of industry experience. Prior to joining UBS in 2024, she worked for the Office of the Comptroller of the Currency from 2008 to 2024. 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 delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research to tailor plans aligned with clients’ goals and risk tolerances.

David Demarest is a financial advisor with UBS Financial Services in Lexington, KY, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, Mr. Demarest is involved in real estate through his sole proprietorship providing consulting and billing services as well as his partnership in operating commercial real estate. 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.