Kyle Smith is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Painewebber Incorporated since 1997. 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 to tailor client plans.

Steven Scalici is a CFP®-designated financial advisor with UBS Financial Services, bringing 32 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Scalici serves as a pastor at the Family Church of Jupiter and co-authored a book on generosity. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client solutions.

Kathleen Leavey is a Series 66-licensed financial advisor at UBS Financial Services with 16 years of industry experience. She has been with UBS since 2014, working in Palm Beach Gardens, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of 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, offering fiduciary financial planning and leveraging proprietary research and model-based asset allocations.

Jason Zitter is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding a Series 66 designation and 15 years of industry experience. He has been with UBS since 2010, including his role at UBS Bank USA. Outside of his advisory work, he serves on the school board and finance committee for Rosarian Academy in West Palm Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Steven Mcmahon Sr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2010. 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 institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Ted Scharch is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding a Series 66 credential and 24 years of industry experience. He has been with UBS Financial Services since 2009. 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.

Amy Tamblyn is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes 16 years at Morgan Stanley Smith Barney and a total of 19 years at Morgan Stanley & Co., Incorporated. 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 provides research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

David Franken is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves on the board of a local country club, where he reviews financials and advises on expenditures. 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 allocation to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and maintains affiliated banking and securities-backed lending programs.

Timothy W. O’Brien is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been with UBS since 1990. 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 services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Mitchell Bellak is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2011. 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 research and capital markets services through a broad platform.

Michael Melnyk is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Nancy Moon is a financial advisor at UBS Financial Services with 35 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through a blend of 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 plans to clients’ goals and risk tolerances.

Lauren Histon is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding a Series 66 designation and bringing 14 years of industry experience. She has been with UBS since 2015. 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 delivers advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

Kelly Oberg is a financial advisor at UBS Financial Services in Palm Beach Gardens, FL, with 27 years of industry experience. He holds the Series 63 designation and has been with Painewebber Incorporated since 1998. 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.

Zachary Sobel is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS in 2025, he spent a decade with Morgan Stanley and its affiliated private bank. 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 in client advisory.

May Ellen Schad is a financial advisor at UBS Financial Services with 15 years of industry experience. She has been with UBS since 2010 and holds Series 63 and Series 66 designations. Outside of her advisory role, she has an association with The Container Store, a publicly traded company. 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, delivering advisory work through proprietary research and model-based asset allocations.

Michael Doren is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 36 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 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 investment strategies.

Matthew Mc Mahon is a Series 66-licensed financial advisor at UBS Financial Services with five years of industry experience. He has worked at UBS since 2021 and previously spent five years at MVP Sports Clubs. 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, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Mason Boudreaux is a financial advisor at UBS Financial Services with one year of industry experience. He has previously held roles at JP Morgan & Chase, First Republic Bank, Stedman-Fleury C.P.A., Voloridge Investment Management, and The Breakers. 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, model-based asset allocations, and global research to tailor investment plans aligned with clients’ goals and risk tolerances.

Douglas Twohill is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. Outside of his advisory role, he owns a horse that he facilitates for his daughter’s equestrian competitions and is working on finishing a novel. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and integrated capital markets solutions.

Spencer Besant is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill and Merrill Lynch. His background also includes roles outside finance, such as employment at Palm Beach Atlantic University and Wegmans Food Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm offers a wide range of capabilities including financial planning, portfolio management, and capital markets services.

Charles Lewis is a Series 66-credentialed financial advisor with 27 years of industry experience. He has been with UBS Financial Services since 2007, based in Palm Beach Gardens, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor client strategies.

Ryan Shippy is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. He is based in Palm Beach Gardens, FL. 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 proprietary research, model-based asset allocations, and institutional trading capabilities within its wealth management services.

Cassandra Scalia is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 17 years before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Kelli Baumgardner is a financial advisor at UBS Financial Services with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at UBS since 2018, following a role at First American Title and four years in education. 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 research, custody, underwriting, and capital markets support.

J Smith is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and over 55 years of industry experience. He has been associated with Painewebber Incorporated since 1967. Outside of his advisory role, he serves in an advisory capacity for Trip Caddy LLC, a company focused on high-end vacation home rentals. 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 employs proprietary capital market assumptions and research to tailor financial plans and portfolios to client goals and risk tolerances.

Kathy Corrigan is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses. She has 39 years of industry experience and has been with UBS Financial Services since 2009. 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 delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research.