David Powers is a financial advisor with UBS Financial Services in New York, NY. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 strategies to client goals and risk tolerances.

Amy Provost is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and with 32 years of industry experience. She has been with UBS since 1995. Outside of her advisory role, she is involved in managing an irrevocable trust agreement. 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 through proprietary research and diversified product offerings.

Marc Simon Vermot is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 15 years of industry experience. He has been with UBS Financial Services since 2012. 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 distributes mutual funds and alternative products, leveraging proprietary research and model-based asset allocations.

Lawrence Glickstein is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2015. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Drew Hanff is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2022, he worked at Merrill for one year and spent six years at the University of South Carolina. 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 capital market insights.

Thomas Green is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he is also a licensed Notary Public. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 investment models to tailor solutions to clients’ goals and risk tolerances.

Mallory Scott is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS in 2025, she attended the University of Georgia and worked at The Lovett School. 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 strategies to clients' goals and risk tolerances.

Stephen Cahoon is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services, Inc. for 27 years before joining UBS in 2018. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers fee-based financial planning, portfolio management, and a range of capital markets services, combining institutional trading capabilities with wealth management solutions.

Rena Cole is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of her advisory role, she serves as Vice President of AlphaTech Communications, a family business, and is a member of the investment subcommittee for Sharsheret, a national breast cancer support organization. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client portfolios.

Madeleine Diskin is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with seven years of industry experience. She previously worked at Flat Rock Global, LLC and served in the Boston College Office of Student Involvement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary capital market assumptions and research to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Natella Zabarskiy is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 63 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 investment strategies.

Johanna Delatorre Finkelstein is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 1995 and holds the Series 66 designation. Outside of her advisory role, she has served as a Notary Public for the State of New York. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of 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 plans to clients’ goals and risk tolerances.

Sophia Oliverio is a Series 66-licensed financial advisor with UBS Financial Services in New York, NY. She has eight years of industry experience, including four years prior to joining UBS in 2017, having worked at the University of North Carolina at Chapel Hill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management.

Matthew Dunn is a financial advisor at UBS Financial Services in New York, NY, with 18 years of experience in the industry. He has held positions at UBS since 2017 and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2017. Dunn holds the Series 63 and Series 66 designations. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Schuyler Edie is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior experience at Goldman Sachs and The Quin House. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Daniel Ladner is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved in casting extras and principals for movies and television shows as part of the Screen Actors Guild. 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 and provides research-driven, tailored financial plans based on proprietary market assumptions.

Peter Timmins is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2005. Outside of his advisory work, he serves on the Board of Directors for the New York Croquet Club, where he helps plan and host tournaments and free clinics in Central Park. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jill Bobigan is a financial advisor at UBS Financial Services with 45 years of industry experience. She holds Series 63 and Series 65 registrations and has been with UBS since 2008. Outside of her advisory role, she serves as treasurer for the PS 199 PTA. 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, leveraging proprietary research and capital market assumptions to tailor client solutions.

Jonathan Galli is a financial advisor at UBS Financial Services with 43 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as a politician in Winchester, MA, and is the capital campaign chair for the First Congregational Church in Winchester. 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 and offers proprietary research and a broad range of capital markets services.

Sarai Cortes is a financial advisor with UBS Financial Services in New York, NY. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior experience includes roles at Charles Schwab, JPMorgan Securities, and Citibank. Outside of finance, she was involved with Cuatro Amigos Restaurant. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. Advisors at UBS use proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.