Colin Mc Spedon is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and one year of industry experience. His prior experience includes a year at Equitable Advisors, LLC, and roles outside of finance such as work with the Sports Video Group and Student Programs for Urban Development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work informed by proprietary research and model-based asset allocations.

Adam Rivera is a financial advisor with UBS Financial Services in New York, NY. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including 13 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research and capital markets services.

David Hallman Sr. is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2005, serving in advisory roles for over two decades. Outside of his advisory work, he is a co-administrator of the Lester M Hallman Jr. Estate, responsible for its distribution. 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

David Maldonado Jr. is a CFP® with 27 years of industry experience and has been with UBS Financial Services in New York since 2009. He serves as a committee member for the Stuyvesant High School Alumni Association, advising their finance and fundraising committees on investment options. UBS Financial Services provides brokerage and investment advisory solutions to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Timothy Croak is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Croak serves on the board of trustees for George Jackson Academy, where he participates in decisions regarding the school's direction. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Olivia Severa is a financial advisor at UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses. She has been in the industry since 2025, with prior experience at Morgan Stanley and Royal Bank of Canada. Olivia’s background includes multiple periods of full-time study at Clemson University and other institutions. 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 investment plans.

Harrison Traenkle is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation. He has one year of experience in financial advising, having previously worked at SL Green Realty Company, Mindshare, and LFNY and Wake Forest. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

Scott Stackman is a Series 66-licensed financial advisor with UBS Financial Services in New York, NY, where he has worked since 2008. He has 25 years of industry experience. Stackman serves on the board of the Challenged Athletes Foundation, which provides adaptive sports equipment to people with disabilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining model-based asset allocation and proprietary research to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Cary Moskowitz is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2008. 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.

Ronald Hamlin is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS Financial Services since 2011. 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.

Jon S. Roy is a financial advisor at UBS Financial Services with 37 years of industry experience. He has worked at UBS since 1997 and previously at Smith Barney starting in 1989. He holds the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and relying on proprietary research and model-based asset allocations.

James Engel is a financial advisor at UBS Financial Services in New York, NY, with 36 years of industry experience. He has been with UBS since 1989 and holds Series 63 and Series 65 licenses. UBS Financial Services 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 model-based asset allocations.

Emma Messenger is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and has prior experience at Morgan Stanley and various roles in academia and public service. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances. The firm operates with institutional trading capabilities alongside wealth management services, including fiduciary financial planning and access to a broad range of capital markets solutions.

Sharon Sager is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves on the Investment Committee at the College of Mount Saint Vincent and participates in the annual social dinner committee for Kappa Beta Phi. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client plans.

Surina Sheth is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and three years of industry experience. She has worked at UBS Financial Services since 2023 and previously spent four years at the University of Michigan and fourteen years at Cranbrook Schools. UBS Financial Services Inc. 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 to tailor financial plans, combining institutional trading capabilities with wealth management services.

Richard D. Vinci is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. 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 provides access to proprietary research and capital markets platforms.

Patricia Lima is a financial advisor at UBS Financial Services in New York, NY, with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2017, including one year dedicated to homemaking. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Katherine Crevani is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at UBS since 2022. Her prior career includes roles at Crossover Ventures, Fingerprint Communications, Kylie Skin & Cosmetics, Live Nation, and William Morris Endeavor. 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 capital market assumptions and research from its Chief Investment Office and Global Research teams to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Michael Devivio is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with UBS since 2013. UBS Financial Services Inc. 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 offers a wide range of capital markets services supported by proprietary research and model-based asset allocations.

Davis Gulbrandsen is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation. He began his advisory career with UBS in 2025, following roles at Everest National Insurance Company and in education at the College of Charleston and The Lawrenceville School. 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, operating as both a broker-dealer and an investment adviser.