Mark Remigio is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with UBS Financial Services since 2015. In addition to his advisory role, he serves as co-trustee for the B.R Irrevocable Trust in New York, managing its assets. 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 provides a broad range of capital markets and research resources.

Timothy Austin II is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. 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 services and uses proprietary research and model-based asset allocations to tailor client solutions.

Michele Tuzzolo is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 63 designation and 29 years of industry experience. He has been with UBS since 2000. Outside of advisory work, he is also commissioned as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers custody, underwriting, and other capital markets solutions.

Marc Wong is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, Wong serves on the board of the Long Island Community Foundation and is an officer of Project Music Heals Us, a nonprofit organization that presents classical music performances to diverse audiences for education and healing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of advisory and capital markets solutions.

Brandon Marohn is a financial advisor at UBS Financial Services with a Series 66 license and one year of industry experience. Prior to joining UBS, he worked at Round Rock Honda, Publimax Printing, Bloomberg LP, and Robert Half. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Michele Meilamed is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at UBS since 2020 and previously held roles at Bank of America and Merrill. UBS Financial Services Inc. 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 offers a range of capabilities including discretionary and non-discretionary portfolio management, capital markets services, and wealth management solutions.

Nicholas Aponte is a Series 66-registered financial advisor with eight years of industry experience. He has worked at UBS Financial Services since 2021 and previously held positions at Bank of America and Merrill. Outside the financial industry, he has been a professional athlete for the Chesapeake Bayhawks of Major League Lacrosse. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm delivers advisory work using proprietary research and model-based asset allocations and combines institutional trading capabilities with wealth management services.

Matthew Kroin is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2008 and holds a Series 63 designation. Outside of his advisory role, he serves as co-trustee overseeing investments and operations for multiple family trusts. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Brandon Humbert is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2024, with prior roles including positions at New York Community Bank and teaching at Long Island University – Post. Outside of his financial advisory work, he has served in roles at St. Pius X RC Church for seven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

Tina Somma is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2012. Outside of her advisory role, she is involved as an independent distributor of essential oils and owns a business called Emerge Into Peace. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Paul Wexler is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1987 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of directors and investment committee for the Dysautonomia Foundation, a nonprofit focused on clinical research related to the disorder. 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 aligned with clients’ goals and risk tolerances.

Michael Barbaro Barnett is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Elite Feats and engagement with St. John's University and Just In Time Racing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm operates both as a broker-dealer and futures commission merchant, integrating institutional trading capabilities with wealth management services.

William Grillo III is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. He serves as a trustee for a family trust, dedicating a small portion of his time to this role. 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, including proprietary research, model-based asset allocations, and fee-based financial planning.

Douglas Graham is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. 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 employs model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances.

Megan Kaplan is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Charles Schwab, Bank of America, Merrill, and Osaic. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Dennis Doherty is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at UBS since 2018, following a 16-year tenure at Scottrade, Inc. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Joseph Fitzpatrick is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, Fitzpatrick serves as a trustee responsible for distributing assets held by a deceased individual. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management, supported by institutional trading capabilities and proprietary research.

J Fitzpatrick Jr. is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. 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 strategies.

Douglas Snow is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 66 license and bringing 20 years of industry experience. He previously worked at Commonwealth Financial Network and Donald Hehir and Associates for 14 years. Outside of his advisory role, he owns a private entity operating a fixed insurance business and manages a strategic services company that holds an intellectual property patent. 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 employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Carrie Marone 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 2010. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

Shari Eidlitz is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning, supported by proprietary research and capital market assumptions. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Annette Lyubchenko is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 66 designation and having one year of industry experience. Her prior roles include positions at The Shack and Marist College. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

David Barnett is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include positions at Merrill and Bank of America. He serves as a trustee at St. Anthony’s High School in New York. UBS Financial Services 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 with institutional trading capabilities to provide tailored financial planning and portfolio management services.

Jonathan Kleiman is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2012. Outside of financial advising, Kleiman is involved in several entrepreneurial ventures including e-commerce businesses focused on customized candy and food brands, sports memorabilia marketing, and food and beverage investments, where he serves in advisory and partnership roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Robert Schilling is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and offering 43 years of industry experience. He has been with UBS since 2001. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm operates with a range of capital markets capabilities alongside wealth management services.

Patricia Flanagan is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 28 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment 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 operates as a broker-dealer, investment adviser, and futures commission merchant.

Christine Weber is a financial advisor at UBS Financial Services with 30 years of industry experience. She has held positions at Merrill from 2009 to 2021 before joining UBS in 2021. Weber holds Series 63 and Series 66 registrations. 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, supported by proprietary research and a wide range of capital markets solutions.

Kenneth Caufield is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Lori Coyne Mcdaniel is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with UBS since 2012. UBS Financial Services 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 offers a broad range of products including fee-based planning, portfolio management, and capital markets services.

Marc Frank is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he mentors potential CFP candidates through the CFP Board. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Frank Tortorici is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds a Series 63 designation and has been with UBS since 2012. Outside of his advisory role, he serves as an alternate trustee for a living trust. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor strategies to client goals.

Donald Depiro is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2019. Outside of his advisory role, he has a minority interest in a family-owned business designing propulsion systems for unmanned aerial devices. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary capital market research and model-based asset allocations to tailor client solutions. The firm integrates institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Jeffrey Rudner is a financial advisor at UBS Financial Services with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2004. 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 employs proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Donald Hehir Jr. is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining UBS in 2024, he worked at Donald Hehir and Associates and Commonwealth Financial Network from 2010 to 2024. He is also 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 leverages proprietary research and model-based asset allocations to tailor client solutions.

Ryan Einig is a financial advisor with UBS Financial Services in Melville, NY, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of capital markets services.

William Liu Jr. is a financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2015 and holds the Series 66 designation. 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, offering a broad range of capital markets and research resources to tailor client solutions.

Terrence Murphy is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011 before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary capital market insights and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Alexander Savetz is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation. Prior to joining UBS in 2024, he was affiliated with the University of Texas at Austin and Syosset High School. 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 in tailoring client plans.

Cameron Remigio is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Centrl, SimCorp, and New York Life Insurance Company. 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 offerings. The firm employs proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Gerald Demeo is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a singer, songwriter, and guitarist. 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.

Sarah Iadanza is a Certified Financial Planner (CFP®) with 11 years of industry experience, currently affiliated with UBS Financial Services since 2021. She previously worked at Bank of America and Merrill from 2014 to 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment 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 strategies to clients' goals and risk tolerances.

Kimberly Oliver is a financial advisor at UBS Financial Services with 18 years of industry experience. She has been with UBS since 2012 and holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Craig Mandel is a financial advisor at UBS Financial Services with 36 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is a partner in a business involved in buying and selling sports cards and merchandise. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Lori Digangi is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 designations 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

David P Sobocinski is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63, 65, and 66 licenses and possessing 46 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the Board of Directors for the non-profit Family Service League, which assists people in need. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using 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 range of investment and capital markets solutions.