John Dolloff is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves as a trustee for the Maine Audubon Society. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.

Kimberly Pelletier is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020. Prior to her financial advisory role, she was employed at Northern Light Mercy Hospital for six years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Andrea Landini is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with UBS Financial Services since 2010. 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 uses proprietary research and model-based asset allocations to tailor investment strategies.

Mitchell Rosengarten is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, he is an officer with the Rainbow Business Professional Alliance, a community organization focused on networking and scholarships, where he reports financial updates to the board. 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 and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Christopher Grennon is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at MFS Fund Distributors, Inc. and UBS Investment Company before joining UBS Financial Services Inc. in Portland, ME. 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 financial plans to clients’ goals and risk tolerances.

Steven Caminiti is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with UBS Financial Services since 2008. He serves on the endowment committee of the Animal Refuge League. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and market-making.

Anne Sarazin is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior roles include positions at RBC Capital Markets and City National Bank. She serves as a board member of the Falmouth Ice Hockey Association, directing middle school hockey activities. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Thomas Lafountain is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 credentials and bringing 38 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 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-based asset allocations to tailor client solutions.

Shaun Hawkins is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of advising, Hawkins is an author and owner of Hawk's Cove, LLC, a publishing company for his books, and serves on the Portland High Football Hall of Fame Committee, which raises funds for scholarships. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management through proprietary research and tailored portfolio management solutions.

Joseph Dieterle III is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 2003 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of Make-A-Wish of Maine and has taken on officer roles in neighborhood associations focused on community maintenance. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 investment strategies through its network of financial advisors.

Andrew Grennon is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2019, following three years with Eaton Vance Management and Eaton Vance Distributors. 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 services, utilizing proprietary research and asset allocation models to tailor financial plans to clients’ goals and risk tolerances.

Michael Robichaud is a CFP® professional with over 34 years of experience in financial services. He has been with UBS Financial Services since 2013. Based in Portland, ME, he holds Series 63 and Series 65 licenses. 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 integrates institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Patrick Henning is a financial advisor at UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a wide range of capital markets offerings.

Michelle Anne Travers is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services since 2018, with prior experience at Ernst and Young and Albin, Randall & Bennett. Outside of finance, she was involved with Sadies Boathouse Restaurant and Endicott College from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and access to capital markets and lending programs.

John Garofalo is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at several firms, including Morgan Stanley, Ares Management, and Maiden Cove Capital. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Ann Marie Andrews is a Series 66 licensed financial advisor with UBS Financial Services in Portland, Maine, bringing 18 years of industry experience. She has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients with 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 proprietary research and various capital markets services.

Vangel Cotsis is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 23 years of industry experience. He has been with UBS since 2007 and also has a long tenure at Mcdonald Investments Inc. Outside of his advisory work, he serves on an ad-hoc withdrawal committee for the City of Saco, Maine, focused on developing a plan for the city’s withdrawal from Regional School Unit 23. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management. The firm uses proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Deborah Erickson is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at UBS since 2021. Prior to UBS, she was with Merrill and Bank of America. 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 to tailor client solutions.

Micah Roberge is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He serves as a non-fiduciary advisory board member for the New England Advisory Board of The Trust for Public Land, an organization focused on creating and preserving outdoor spaces. 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 tailored financial planning and portfolio management using proprietary research and model-based asset allocations.

Conor Mc Cann is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at TD Bank and Bank of America before joining UBS in 2019. Mc Cann holds the Series 66 designation and is based in Portland, ME. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

Carl Holmquist is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS in various capacities since 2008. Outside of his advisory role, he serves as treasurer for the Gray Community Endowment Inc., a nonprofit organization supporting community programs. 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 financial plans. The firm operates with a broad platform including trading, underwriting, and wealth management services.

Anthony Jessen is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 66 licenses and 42 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, he serves as an Honorary Director for Friends of Casco Bay, focusing on the environmental and economic health of Casco Bay, and is a member of CJ Aviation, an LLC involved in recreational aviation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing a combination of proprietary research, model-based asset allocations, and comprehensive planning tools. The firm integrates institutional trading capabilities with wealth management services to offer a broad range of financial solutions.

Brett Davies is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Raymond James Financial Services, Concurrent Advisors, and Adalan Private Wealth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 solutions.

Tyler Judkins is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he serves as a trustee on the Board of the Maine Historical Society and is president of the Mt. Blue High School Alumni Association, which awards scholarships to recent graduates. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Debra Macdonald is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds a Series 66 designation and has been with UBS since 2007. She also operates Mcdonald Investments Inc., which she has owned since 1999. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Sophia Romano is a financial advisor at UBS Financial Services in Portland, ME, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at TD Bank, Maine Employers' Mutual Insurance Company, and Ameriprise. She also worked at Bryant University for three years and spent over a decade with South Portland School Systems. 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. The firm uses proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

Riley Ann Davis is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. Outside of her advisory work, she has served as an assistant varsity field hockey coach for a public high school in Falmouth, Maine. 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 and portfolio management to client goals and risk tolerances.

Marco Giancotti is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors at Jesuit High School in Portland, Maine, where he chairs the Investment Committee and is a member of the Executive Committee. 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, supporting advisors with proprietary research and data analytics to tailor investment strategies.

Jeffrey Houdlette is a Series 66-licensed financial advisor with 19 years of experience, currently working at UBS Financial Services in Kennebunk, ME. He previously worked at Morgan Stanley for one year and has held positions at UBS Financial Services since 2013. UBS Financial Services Inc. 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, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Troy Jellison is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, with prior experience at Ameriprise Financial and Atlantic Fund Services. Outside of his advisory role, he serves on the finance committee of Triangle Lodge No. 1, A.F. & A.M., a longstanding community organization in Portland, Maine. 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 financial plans and portfolio management. The firm operates with institutional trading capabilities alongside wealth management services, providing a broad range of capital markets and advisory solutions.

Naveed Ahmady is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds the Series 66 designation. Outside of his advisory role, he serves on the board of directors for MidCoast Humane, where he contributes financial guidance and helps develop additional funding for the organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions supported by proprietary research and a broad platform of capital markets activities.

Paula Raleigh is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with UBS since 1995. Outside of her advisory work, she also works as a customer service representative for L.L. Bean. 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 client strategies.

Tammy Kelly is a Series 66-licensed financial advisor with UBS Financial Services, based in Portland, ME. She has 14 years of industry experience and has been with UBS since 2010. Outside of her advisory role, she works as a delivery helper for UPS. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services with an emphasis on tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Peter C. Johnson is a financial advisor with UBS Financial Services in Portland, Maine, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves on the Board of Directors of the Rotary Club in Yarmouth, Maine. 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 and offers research-driven, model-based asset allocation strategies tailored to clients’ goals and risk tolerances.

Stephen Egbert is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 66 licenses and bringing 57 years of industry experience. He has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients with a mix of 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 tailor investment strategies.

Jennifer Serino is a financial advisor with UBS Financial Services in Portland, Maine, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

Peter Kelley is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, MassMutual Life Insurance, TideSmart, and Amazon. From 2010 to 2020, he operated as an independent contractor and freelancer. 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, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.