Christopher Hidalgo is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank N.A., JPMorgan Securities LLC, Pruco Securities LLC, Prudential Insurance Company of America, AXA Advisors, and earlier roles in education and retail. 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, supported by proprietary research and a broad range of capital markets services.

Elijah Dornstreich is a financial advisor at UBS Financial Services with 14 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 11 years before joining UBS in 2023. Dornstreich serves as a member of the Pennsylvania Supreme Court Investment Advisory Committee. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions to tailor plans based on proprietary research and capital market assumptions.

Kenneth Catanella is a financial advisor at UBS Financial Services with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory work, he serves as a trustee and member of the marketing committee at the Pennsylvania Academy of Fine Arts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to client goals.

Adam Lambert is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and previously worked at Goldman, Sachs & Co. for 11 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services such as market-making, proprietary research, and securities-backed lending.

Stephanie Cohan is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2005 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including 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 client strategies.

Charles Lynch is a Series 66 licensed financial advisor with 18 years of industry experience. He has been with UBS Financial Services since 2023, following a 16-year tenure at Sanford C Bernstein. Lynch serves on the boards of the Coral Restoration Foundation and the National Italian American Foundation. 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 leverages proprietary research and model-based asset allocations to tailor investment strategies.

Bradford Bernstein is a CFP® with 26 years of industry experience, currently serving at UBS Financial Services in Philadelphia since 2005. He held a board position at Gencrest, a healthcare and pharmaceuticals company, from 2017 to 2018. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and a range of capital markets services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances.

Carrera Santiago is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at FS Investment Solutions, LLC and Fs2 Capital Partners, LLC. Santiago is based in Philadelphia, PA. 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 investment plans to client goals and risk tolerances.

Ryan Depaul is a CFP® certificant with 16 years of industry experience. He has worked at UBS Financial Services Inc. since 2023 and was previously with Sanford C. Bernstein & Co., LLC for 11 years. Ryan is based in Philadelphia, PA, and holds a Series 66 license. UBS Financial Services 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, offering a broad range of capital markets services and proprietary research to support tailored client solutions.

John Grandizio is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining UBS in 2020, he worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2015 to 2020. He also has an interest in real estate, owning a rental property previously used as his personal residence. 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 combines institutional trading capabilities with wealth management through a broad range of services such as market making, underwriting, and proprietary research.

Tyler Millan is a financial advisor at UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining UBS in 2025, he worked for five years at The Vanguard Group. He has also held roles at Target Corporation, E-Force Recycling, Rothman Institute, and King's College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and model-based asset allocation strategies.

Nicole Ferrara is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and previously worked at Merrill and LPL Financial. Prior to her financial career, she was employed at Pennington Dental Associates for six years. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Raymond Farnesi is a financial advisor with UBS Financial Services in Philadelphia, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include multiple positions at Goldman Sachs and a brief tenure at Exelon (PECO Electric). 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 tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Robert Koosha is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Merrill and The Vanguard Group. In addition to his advisory role, he works as a delivery driver for DoorDash. 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 fiduciary offerings.

Oliver Palone is a financial advisor at UBS Financial Services in Philadelphia, PA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Horizon Air Freight and PBT Realty, as well as experience with Palone Bros and Villanova University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning, portfolio management, and capital markets solutions. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Dana Nguyen is a financial advisor at UBS Financial Services with six years of industry experience. Nguyen holds Series 63 and Series 65 licenses and has worked at UBS since 2019. Prior roles include positions at Citizens Securities, Citizens Bank, PNC Bank, and Kish Bancorp. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, 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 plans to clients’ goals and risk tolerances.

Adam Conish is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. Prior to joining UBS in 2026, he spent 19 years with Quasar Distributors, LLC and Glenmede Investment Management, LP. 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 utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jane Robinson is a financial advisor at UBS Financial Services with 42 years of industry experience. She has held her current position at UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients by providing 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 supports its advisors with proprietary research and model-based asset allocations.

Robin Sabat is a financial advisor with UBS Financial Services in Philadelphia, PA, holding a Series 66 license and 14 years of industry experience. He has been with UBS and UBS Bank USA since 2009. Outside of his advisory role, Sabat is the owner of a property management company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor solutions. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory functions.

Igor Harlap is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he serves as Treasurer of the Russian American Chamber of Commerce of Philadelphia. 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, offering a broad range of financial products and research to tailor strategies to client goals.