Todd Johnson is a financial advisor with UBS Financial Services in Missoula, MT, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2015. Johnson serves on the board of directors for FC Missoula Soccer Organization, which provides youth opportunities to participate in organized soccer. 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 plans aligned with clients’ goals and risk tolerances.

Sara Wiegert is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. She has been with UBS since 2021 and previously worked in medical services and the hospitality industry. 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, providing a broad range of financial solutions.

Scott Seifert is a CFP® with 34 years of industry experience, currently affiliated with UBS Financial Services since 2021. He has also worked with Merrill and Bank of America during his career. Seifert serves as a committee member of the Koprivica High School Golf Foundation, a charitable organization in Missoula, Montana, and owns Endangered Capitalist LLC, an equipment rental business. 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.

Joseph Hertig is a financial advisor with UBS Financial Services in Missoula, Montana, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch. He serves as an advisory board member of the WestSlope Chapter of Trout Unlimited, a nonprofit focused on improving trout stream habitats. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services through its comprehensive platform.

David Slote is a financial advisor with UBS Financial Services in Missoula, MT, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor client plans.

Lisa Woirhaye is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill and UBS since 2007 and 2021, respectively. Outside of her advisory role, she is a part-time coach for Beachbody LLC, a nutrition company offering workout programs and supplements. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research to tailor investment strategies to client goals and risk tolerances.