David Betz is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he is a partner in a residential construction capital firm. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Nicholas Pepe is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2009. He holds the Series 63 and Series 66 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 broad range of capital markets and research resources.

Roger F. Vierra Jr. is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 designations. 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 offers a broad range of capital markets and research resources.

Caroline Chahalis is a CFP® with 33 years of industry experience, currently advising clients at UBS Financial Services since 2013. She holds Series 63 and Series 65 licenses and is based in Naples, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services, including financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Harrison Buxton III is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves as chairman of the finance council at St. Michael the Archangel Catholic Church and is treasurer and board member of the Cuckolds Fog Signal and Light Station, which rescues and rehabilitates a historic lighthouse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Advisors use proprietary research and model-based asset allocations to tailor plans aligned with client goals and risk tolerances.

Claudia Munoz is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she is involved in training and presentations for a skincare and nutritional supplements business. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research to tailor investment strategies.

Yang Chai is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America from 2017 to 2019. UBS Financial Services serves individual, corporate, and institutional clients with 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 strategies for clients.

Fred Carrolli is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been affiliated with UBS in various capacities since 1996. UBS Financial Services Inc. 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 integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Edward Brown is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS Financial Services since 2010. 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 integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jonathan Traub is a financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Robert Di Giacomo is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he serves as President of the Wilmington West Rotary Club and is a member of the Board of Trustees at Nativity Preparatory School of Wilmington. 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 and portfolio management to clients’ goals and risk tolerances.

Gregory Glyman is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he is involved in researching equity investments through his sole proprietorship, Green Dolphin LLC. 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 integrates institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor client solutions.

Michael Alioto is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 46 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 such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Teri Conklin is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with UBS since 1981 and has also served as a swim coach at New Trier High School since 2002. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

James Belknap is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has been with UBS since 2009. Belknap also serves as a trustee for multiple family-related trusts. 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.

Hc Willenbrock III is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 63 designation and bringing 42 years of industry experience. He has been with UBS since 2013 and serves as an arbitrator on the NYSE Arbitration Panel, including roles with FINRA and the NYSE. Additionally, he chairs the Junior Golf Committee for the Colorado Golf Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and delivers advisory services supported by proprietary research and model-based asset allocations.

Brian Kamin is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. Based in Naples, FL, Kamin provides advisory services within a large institutional firm. 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, supported by research from its Chief Investment Office and UBS Global Research to tailor investment strategies to client goals and risk tolerances.

Paul Coyner is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Lizabeth Moses is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with UBS since 2009. Moses is a member of the Collier County Republican Executive Committee. 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. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Robert Long is a Certified Financial Planner (CFP®) with 44 years of industry experience. He has been with UBS Financial Services since 2000. 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 provides a broad range of capital markets and research resources to support client strategies.

Sean Dillon is a financial advisor with UBS Financial Services, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1986. 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 delivers advisory solutions informed by proprietary research and asset allocation models.

Carla Roque is a Series 66-credentialed financial advisor at UBS Financial Services with 22 years of industry experience. She has worked with UBS since 2003, initially at UBS International before joining UBS Financial Services in 2010. 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 provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Mark Alibrandi is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and Merrill. 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, supported by proprietary research and a broad platform of capital markets services.

Eric Peterson is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. Peterson serves as trustee for multiple trusts, including several fiduciary roles overseeing settlement, reinvestment, and investment portfolios. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services to deliver tailored solutions based on proprietary research and model-based asset allocations.

Sunita Gill is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management solutions.

Michael Poots is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research, diversified investment products, and capital markets services.

Jeffrey Labruzzy is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is involved with a family-owned hunting and recreation property in Michigan. UBS Financial Services 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 allocation.

Timothy Chapin is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 and model-based asset allocations to support client goals.

Jose Rodriguez Villalobos is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2015. Outside of advisory work, he is involved in several real estate ventures, including serving as a partner and trustee in family and investment-related property entities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

James Oplt is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 63 designation and bringing 49 years of industry experience. He has been with UBS since 1989. Outside of his advisory role, he is part owner of a convenience store. 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 capital markets and advisory solutions.