Jared Mc Guire is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation. He joined UBS in 2023 and has prior experience working at the Stoughton Country Club and Papa Murphy's. Jared has also been involved with Stoughton High School and the University of Wisconsin-Madison. 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 solutions.

Anna Burish is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has worked at UBS Financial Services since 2013. Burish has served on multiple boards, including St. Mary’s Hospital, Overture Center Foundation, and Madison Community Foundation, where she also co-chairs the finance and investment committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 custodial, underwriting, and capital markets services.

Ryan Tessmer is a financial advisor with UBS Financial Services in Madison, WI. He holds a Series 66 designation and has 16 years of industry experience, all with UBS since 2010. 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 delivers advisory work using proprietary research and model-based asset allocations.

Jack Kraay is a financial advisor at UBS Financial Services in Madison, WI, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles at the University of Wisconsin–Madison and positions at Park Bank and Minnesota Lakes Bank. 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 strategies according to clients’ goals and risk tolerances.

William D. Mills is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Mills serves on the board of directors for the Bradley-Sigma Phi Preservation Fund, a foundation focused on preserving a fraternity house in Madison, WI. UBS Financial Services serves individual, corporate, and institutional clients with 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 capital market insights to tailor investment strategies.

Mark Murray is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. UBS Financial Services 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 services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Adam Schaller is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Schaller has served on the Board of Directors for the Rotary Club of Madison West Towne-Middleton, an organization focused on advancing international goodwill and vocational service activities. 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 client goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management services.

Bryan Davis is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and having seven years of industry experience. His prior roles include positions at Edward Jones and Cincinnati United Premier. Outside of his advisory work, Davis coaches youth soccer and operates a soccer camp focused on providing female college coaches opportunities to engage with female players. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans using proprietary research and model-based asset allocations.

Andrew Burish is a financial advisor at UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses with 42 years of industry experience, all with UBS since 1984. Outside of his advisory role, he serves on the board of directors for the Boys and Girls Club of Dane County and is the treasurer for the UW Eau Claire Foundation. He is also involved in several real estate investment partnerships and holds stock in a telecommunications company. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to proprietary research and capital markets capabilities. The firm combines institutional trading functions with wealth management to deliver customized investment solutions.

Steven Nelson is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he operates an independent business providing communication, satellite TV, and home security services. 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 solutions.

Grace Schneble is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has prior work experience with BizTimes Media and several other organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions, model-based asset allocations, and research from UBS Global Research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including underwriting, market-making, and affiliated banking programs.

Michael G. Bell is a CFP® and ChFC® professional with 32 years of experience in financial services, currently serving at UBS Financial Services since 2013. He is a member of Pension Consulting Group, LLC, which provides qualified plan services. Bell also serves as an advisory group member for the Foundation for Madison's Public Schools, reviewing financial performance and budgets. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Debra Klinzing is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. In addition to her advisory work, she is a jewelry sales representative for Silpada Designs, a role she has held since 2005. 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, leveraging proprietary research and a broad platform that includes brokerage, custody, underwriting, and capital markets operations.

Jennifer White is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Paul Vosburgh is a Certified Financial Planner (CFP®) with 33 years of experience in the financial services industry. He has been with UBS Financial Services Inc. since 2003. Based in Madison, WI, Vosburgh holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management to offer a broad range of capital markets services and proprietary research.

Hans Meixelsperger is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 credential and eight years of industry experience. Prior to joining UBS in 2018, he worked at Schlumberger from 2016 to 2018. 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 services and offers a broad range of capital markets and research resources.

Tasha Bremel is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2012. Bremel volunteers as a fundraiser event committee member for Ronald McDonald House Charities in Madison, assisting with event planning and decorations. 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 institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Melissa Hillebrand is a financial advisor at UBS Financial Services in Madison, WI, holding Series 63 and Series 66 credentials with 13 years of industry experience. She has been with UBS since 2015. UBS Financial Services Inc. 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 proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Mickie Lor is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and has worked at Merrill and Wealthspire Advisors prior to joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Katie Linhart is a financial advisor at UBS Financial Services with four years of industry experience. She has been with UBS since 2019 and holds a Series 66 designation. Prior to joining UBS, she worked at Eppstein Uhen Architects, Fiduciary Management, Inc., and the Kimple Family. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services through its platform.

Earl Bischoff is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services 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 employs proprietary research and model-based asset allocations to tailor client plans.

Thomas Cooke is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has been with UBS since 2021. Outside of his advisory role, he works seasonally as a ski and snowboard instructor at Devil's Head Resort and Convention Center. 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 and fiduciary financial planning.

Dylan Peckham is a financial advisor at UBS Financial Services in Madison, WI, holding a Series 66 designation with five years of industry experience. His work history includes roles at UBS Financial Services since 2019 and prior experience at Gander Mountain and the University of Wisconsin Madison. Outside of his advisory role, Peckham has been involved in property management since 2023. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and research from its Chief Investment Office and global teams to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Michael Saunders is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation 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 in client advisory.

Timothy Schneider is a financial advisor at UBS Financial Services in Madison, Wisconsin, holding a Series 66 designation with 23 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, Schneider owns residential properties that generate rental income. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Mary Weideman is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments for 13 years before joining UBS in 2018. Outside of her advisory role, she is involved as an associate in nutritional and essential oil programs with Isagenix and Young Living. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Benjamin Majewski is a financial advisor with UBS Financial Services in Madison, WI, holding a Series 66 designation and with 25 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and multiple capital markets functions.

Kevin Noskowiak is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at BDO USA LLP and Smith & Gesteland, LLP. UBS Financial Services 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 services and offers access to proprietary research and capital markets products.

Jason Maas is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, Maas serves as Vice President and Board Member of the Greater Madison Conservation Society and participates on the Investment Committee for the Overture Center for the Arts. 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 financial plans. The firm integrates institutional trading capabilities with wealth management and offers a wide range of investment and capital markets services.

Ryan Beckwith is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS Financial Services since 2013. Beckwith serves on the board of directors for the Otto and Carol Gebhardt Foundation, a charitable organization based in Mercer, WI. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and comprehensive capital markets services.

James Kelly is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. Kelly serves on the Finance and Investment Committee of the Chicago Bar Foundation, the charitable arm of the Chicago Bar Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Anne Hughey is a financial advisor with UBS Financial Services in Madison, WI, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with UBS since 2013. In addition to her advisory role, she works as an independent insurance agent specializing in life, accident, and health insurance through Compass Benefits Specialists, LLC. UBS Financial Services serves individual, corporate, and institutional clients through 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, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Michael Osterberg is a financial advisor at UBS Financial Services with a Series 66 designation. He joined UBS in 2024 and has prior experience at Heartland Credit Union and various roles in education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a wide range of wealth management and institutional trading services.

Judith Martinez is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. She has been with UBS Financial Services since 2015 and holds a Series 66 license. Martinez is based in Madison, WI. 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 and uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.