Steven Sabatini 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, he held roles at PricewaterhouseCoopers LLP, Lululemon Athletica, PepsiCo, Inc., and the University of Illinois at Urbana Champaign. 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 through a broad platform offering research, capital markets services, and proprietary asset allocation models.

Weisner Perez Rodriguez is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL. He holds a Series 66 designation and has seven years of industry experience, including prior roles at Bank of America Merrill Lynch and various positions in education and the National Main Street Center. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across a broad platform of financial products and capital markets activities.

Isabel Mitria is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding a Series 66 credential and bringing eight years of industry experience. She has been with UBS Financial Services 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. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Anna Siwula is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with UBS Financial Services since 2013. 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 through a large network of advisors.

Jeffrey Becker is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves as a successor trustee for a family living trust. 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 a broker-dealer, investment adviser, and futures commission merchant.

Rita Boudreau is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with UBS Financial Services since 2011. 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 offerings. The firm employs proprietary capital market assumptions and research to tailor investment plans according to clients’ goals and risk tolerances.

Christen Plotkin is a financial advisor at UBS Financial Services in Oakbrook Terrace, IL, with 15 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. Outside of her advisory role, she serves as an Associate Board Member for Urban Initiatives, a Chicago-based organization focused on youth programs that teach social emotional skills through play. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Scott Coyner is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at the University of Iowa and Indiana University. His background also includes roles outside the financial sector, such as positions in parking management and food service. UBS Financial Services serves individual, corporate, and institutional clients through a mix of 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 proprietary research and a broad range of capital markets solutions.

Manila Kala is a Series 66-registered financial advisor with UBS Financial Services, where she has worked since 2007. She has 21 years of experience in the financial industry. 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 and integrates proprietary research and data analytics into its client solutions.

Kaitlyn Paschke is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at Ameriprise Financial Services and has held roles outside of the financial industry, including positions at SoConnected LLC and Blank Space Branding. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Lawrence Sabatini is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Painewebber Incorporated since 1986. 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 according to clients' goals and risk tolerances.

Marianne Veenstra is a financial advisor with UBS Financial Services in Oakbrook Terrace, Illinois, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She previously worked at Ameriprise Financial Services and Northwestern Mutual Investment Services. Veenstra also acts in fiduciary roles such as trustee and personal representative. 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 and uses proprietary research to tailor plans to clients’ goals and risk tolerances.

Juan Castaneda is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, with a brief period at GoExceed in 2020. Outside of his advisory role, he has worked part-time at a restaurant, Rusells BBQ, located in Elmwood Park. UBS Financial Services serves individual, corporate, and institutional clients offering 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 and model-based asset allocations to tailor client solutions.

Barry Dupuy is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies.

Catherine Vivado is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at the University of Illinois Chicago for six years and at RW Rodgers Co. for one year. Vivado holds the Series 66 designation. 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 uses proprietary research and model-based asset allocations to tailor financial plans.

Austin Miller is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at the University of Arizona and Black Sheep Golf Club. 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 plans to clients’ goals and risk tolerances.

Joseph Waldvogel is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2023. Prior to joining UBS, he spent 12 years with CIBC Private Wealth. He serves on the board of directors and as Treasurer for the LaGrange Little League, overseeing financial operations and supporting youth baseball and softball programs in his community. 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 aligned with clients’ goals and risk tolerances.

Anthony Sabatini is a Series 66 credentialed financial advisor with six years of industry experience. He has been with UBS Financial Services since 2019. Prior to joining UBS, he was involved with DesignPac Gifts LLC from 2015 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

John Spillane is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Spillane teaches investment classes at Oakton Community College and the University of Illinois Chicago. 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 and uses proprietary research and model-based asset allocations to tailor client strategies.

Daniel Joyce is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS Financial Services since 2006. 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 utilizes proprietary research and model-based asset allocations in client advisory.

Lisa Hardy is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked previously at Forthright Financial Planning and in roles outside the financial services sector, including with the Village of Palatine and Executeam Staffing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm provides a broad range of services including fee-based financial planning, portfolio management, and institutional trading capabilities.

Kevin Daugherty is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services across a broad range of financial products and advisory solutions.

Michael Sabatini is a CFP® professional with 11 years of industry experience, currently affiliated with UBS Financial Services in Oakbrook Terrace, IL. He has worked at UBS Financial Services Inc. since 2016. 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 services and offers a broad range of capital markets solutions and proprietary research.

Russell Coyner is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL. He holds Series 63 and Series 66 credentials and has 10 years of industry experience, all with UBS since 2016. 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, using proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Alon Kim is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as a member of the Board of Directors for the 1429 N. Wells Street Residence Association in Chicago. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include 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 utilizes proprietary research and model-driven asset allocations in delivering client solutions.

Molly Coleman is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2007. UBS Financial Services 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 and provides research-driven investment solutions tailored to clients’ goals and risk tolerances.

Alan Wojtowicz is a financial advisor at UBS Financial Services with 23 years of industry experience. He has held his current position at UBS since 2011. He 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 and provides access to proprietary research and capital markets solutions.

Vanessa Pfaff is a Certified Financial Planner™ (CFP®) with 17 years of industry experience, currently with UBS Financial Services in Oakbrook Terrace, IL, where she has worked since 2014. She serves on the board of directors for the Glen Ellyn Infant Welfare Society, a local charity focused on raising funds for children in the Glen Ellyn School districts. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets services.

Jeff Nagle is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Edward Jones before joining UBS Securities LLC and later UBS Financial Services Inc. in Oakbrook Terrace, IL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including 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.

Ryan Callahan is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. 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 proprietary research and model-based asset allocations with institutional trading capabilities and affiliated banking and lending services.

Gerald Smith is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 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 uses proprietary research and model-based asset allocations to tailor plans and provides a broad range of capital markets and advisory services.

Christopher Barnard is a financial advisor at UBS Financial Services with a Series 66 designation. He has one year of industry experience and previously worked at Morningstar Inc. and held various positions including roles at the University of Kansas and Aurelio's Pizza Ltd. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of Financial Advisors who use proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Steven Daugherty is a financial advisor with UBS Financial Services in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

David Melby 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 2016. Outside of his advisory role, he is a co-owner of a hotel condominium in Las Vegas. 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 a range of capital markets and research resources.

Henry Jakobsze is a financial advisor with UBS Financial Services in Downers Grove, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he serves on the investment committee for St. Patrick High School in Chicago and is a member of the Board of Trustees at St. Mary's University of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management solutions, supported by proprietary research and a broad range of capital markets services.

Michael Dastice is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Ganapati Raman is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he worked at Compass Real Estate for seven years and Coldwell Banker for two years, as well as Param Management, LLC for fifteen years. He holds a Series 66 designation. 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, providing clients access to proprietary research, capital markets expertise, and a wide range of investment products.

Shoaib Sayeedi is a financial advisor at UBS Financial Services with 11 years of industry experience. He has been with UBS since 2012 and holds the Series 66 designation. UBS Financial Services 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 client solutions.

Steven Smith is a Series 66-licensed financial advisor with UBS Financial Services in Oakbrook Terrace, IL, where he has worked since 2013. He has 20 years of industry experience. Outside of his advisory role, he serves on the board of directors for Sweet William Retail Inc., a women's apparel and accessories retailer. UBS Financial Services serves individual, corporate, and institutional clients through 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 offers proprietary research and various capital markets services.

Annamarie Sabatini is a financial advisor at UBS Financial Services with 40 years of industry experience. She has been with Painewebber Incorporated since 1988. Sabatini holds Series 63 and Series 65 designations. 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 uses proprietary research and model-based asset allocations to tailor client plans.