Matthew Reimann is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and four years of industry experience. He previously worked at Capitol Securities Management and has diverse experience including roles at the City of Louisville Parks and Recreation and Virginia Military Institute. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor investment solutions. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending.

Russell Roth is a financial advisor at UBS Financial Services with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. 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 provides fee-based financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocations.

John P. Rocco 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 since 2010. 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 provides a range of capital markets and custody services through its platform.

Michael Rhodes is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. 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, leveraging proprietary research and model-based asset allocations to tailor client plans.

Michael Rubenstein is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. He has held positions at several firms, including BMO Harris Wealth Management, BNY Mellon Wealth Management, Akerman LLP, and SunTrust Private Wealth Management. Rubenstein serves on the boards of the Estate Planning Council of Naples, the Rubenstein Family Foundation, and the Jewish Federation of Greater Naples. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets solutions through a large network of advisors.

Alexia Boyd is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs. UBS Financial Services 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 institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

William Ferriel is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2007. He is involved with a private family foundation focused on philanthropy. 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 access to proprietary research and affiliated banking solutions.

Mark Zeller is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with UBS since 2013. Outside of his advisory work, he serves as a board member and secretary for the Jack Martin Fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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.

Anthony Horan Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has worked with Triad Advisors, Inc. and Gitterman Wealth Management since 2015. Horan maintains an active role as a financial advisor at Gitterman Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm integrates proprietary capital market research, model-based asset allocations, and institutional trading capabilities to support customized financial planning and portfolio management.

William Einstein is a financial advisor at UBS Financial Services with 45 years of industry experience. He has worked with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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 plans.

Joseph Matina is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Services since 2006. Matina is involved with Albright College, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations.

Tanya Cutrone is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at SunTrust Advisory Services and PNC Wealth Management. 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 utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Christopher Mckenna is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS Financial Services Inc. since 2006. He holds the Series 66 designation and is based in Naples, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 services, offering proprietary research, capital markets services, and affiliated banking programs.

Anna Dean is a Series 66 licensed financial advisor with UBS Financial Services in Naples, FL, where she has worked since 2018. She has six years of industry experience and previously worked at Dell from 2012 to 2018. Outside of her advisory role, Dean has involvement with DoorDash in the food delivery sector. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research and capital markets products through a large network of financial advisors.

Ralph Picascio is a CFP®-certified financial advisor with 43 years of industry experience, currently with UBS Financial Services since 2012. He holds Series 63 and Series 65 licenses and is based in Naples, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of financial products.

Linda Chamberlain is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes eight years at Wells Fargo Clearing and a brief tenure at Wells Fargo Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through 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 services and offers research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Timothy Mulford is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at UBS since 2007 and has also been associated with Mcdonald Investments Inc. since 2003. 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, leveraging proprietary research and capital market assumptions to tailor client solutions.

Jennifer Richy is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2021 to 2025. Outside of her advisory role, she is a partner at Flagship Media LLC and Copper Leaf Farms LLC, and serves on the advisory board for the Delta Gamma Fraternity Naples Alumnae Theta Zeta chapter. She is also the founder and president of Impact 100 Naples, a women's network focused on philanthropy. 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 uses proprietary research and model-based asset allocations to tailor client strategies.

Terry Dean is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a 50% partner in HD Ranch LLC, a hunting property venture. UBS Financial Services serves individual, corporate, and institutional clients through 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, including futures commission merchant activities and securities-backed lending programs.

William Meador is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He has been with UBS Financial Services since 2008. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Nicholas Maurillo is a Series 66-licensed financial advisor with UBS Financial Services in Naples, FL, where he has worked since 2013. He has 13 years of industry experience. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of various investment products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Tyler Dean is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers, LLP for three years. Outside of his advisory role, Tyler has appeared on an episode of the television show House Hunters on HGTV. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, employing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Catherine Reszel is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and two years of industry experience. Her work history includes roles at UBS Financial Services as well as positions at Hoopschool, Ave Maria University, and Bishop Verot Catholic High School. Outside of her advisory work, she is an officer of Brick By Brick Holdings, LLC, a family-owned real estate entity established for estate planning purposes. 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 solutions. The firm offers proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Amy West is a Series 66 licensed financial advisor with six years of industry experience. She has worked at UBS Financial Services since 2022 and previously held roles at SunTrust Investment Services, BB&T Securities, SunTrust Advisory Services, SunTrust Bank, and PNC Bank. UBS Financial Services serves individual, corporate, and institutional clients by providing 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 services supported by proprietary research and capital market insights.