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Sharon H

CFP®, Series 66

Portsmouth, NH

UBS Financial Services

Sharon Harkinson is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Steward Partners and Raymond James Financial Services. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of solutions including custody, underwriting, and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Hayden D

Series 66

Portsmouth, NH

UBS Financial Services

Hayden Dieterle is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS, he worked in admissions at Hobart and William Smith Colleges and was involved with Hayden and Bros' Home Maintenance for eight years. Outside of advising, he has worked temporarily in catering and events services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Emilie C

Series 66

Portsmouth, NH

UBS Financial Services

Emilie Checrallah is a financial advisor with UBS Financial Services in Portsmouth, NH. She holds a Series 66 designation and has 8 years of industry experience. She 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 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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Stephen D

Series 66

Portsmouth, NH

UBS Financial Services

Stephen Demarais is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. Outside of his advisory role, he contributes to the New Hampshire Society for the Prevention of Cruelty to Animals by assisting with strategic direction, fundraising, and advising senior management. UBS Financial Services serves individual, corporate, and institutional clients with 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 financial plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Chelsea P

CFP®, Series 63, Series 66

Portsmouth, NH

UBS Financial Services

Chelsea Polhemus is a CFP®-designated financial advisor with three years of industry experience. She is currently with UBS Financial Services and has prior experience at Cornerstone Financial Planning, TD Bank, and Fidelity Investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Julia T

Series 66

Portsmouth, NH

UBS Financial Services

Julia Thompson is a financial advisor with UBS Financial Services in Portsmouth, NH, holding a Series 66 designation and having 10 years of industry experience, all with UBS since 2016. She serves on the boards of two local nonprofits focused on youth development: New Heights, which provides experiential learning programs for students in grades five through twelve, and the YMCA of the Seacoast. 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 integrates institutional trading capabilities with wealth management services, including fiduciary fee-based financial planning and a broad range of capital markets activities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Gary G

Series 63, Series 65

Portsmouth, NH

UBS Financial Services

Gary Ghigliotti is a financial advisor at UBS Financial Services with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. In addition to his advisory role, he is a co-owner of GS Holdings LLC. 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 a broad range of capital markets and lending services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Daniel T

Series 66

Portsmouth, NH

UBS Financial Services

Daniel Thompson is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services Inc and Prime, Buchholz & Associates. Outside of his advisory work, he serves on the board of directors for the Center for Wildlife, where he supports fundraising, business outreach, and event planning. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and client goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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James F

Series 63, Series 65

Portsmouth, NH

UBS Financial Services

James Fogarty is a financial advisor at UBS Financial Services with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2010. Fogarty also serves in the U.S. Army Reserves, a role he has held for over five decades. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, utilizing proprietary research and model-based asset allocations to tailor client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Anthony A

CFA®, Series 66

Portsmouth, NH

UBS Financial Services

Anthony Annino is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at UBS Financial Services in Portsmouth, NH. He has held roles at Obra Capital, Sealight Capital LLC, RiverRock Capital Management LLC, Renegade Capital GP, LLC, and Perspecta Trust LLC. Outside of his advisory work, he serves on the Board of Directors and the Diocesan Finance Council for the Diocese of Manchester, where he chairs the Investment and Loan Committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, providing tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Richard D

Series 63, Series 65

Portsmouth, NH

UBS Financial Services

Richard Demarco Jr. is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2014. Outside of his advisory role, he serves on various community boards, including the Kittery Parks Commission and the Portsmouth Co-Ed Softball League, and volunteers as a high school baseball coach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Stephen P

Series 66

Portsmouth, NH

UBS Financial Services

Stephen Polhemus is a Series 66-registered financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS since 2017, with prior roles at Planet Fitness, Scorpions Bar and Grill, and the Golf Club of New England. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets capabilities. The firm uses proprietary research and model-based allocations to tailor investment strategies to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Zachary S

Series 63, Series 65

Portsmouth, NH

UBS Financial Services

Zachary Slater is a financial advisor with UBS Financial Services in Portsmouth, NH, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2013. Slater is also designated to act as a trustee on his uncle’s trust in the future. 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 strategies to client goals.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Lindsey P

Series 63, Series 65

Portsmouth, NH

UBS Financial Services

Lindsey Polhemus Jr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS since 2012. 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 investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Hugh J

Series 63

Portsmouth, NH

UBS Financial Services

Hugh Jencks is a financial advisor with UBS Financial Services in Portsmouth, NH, holding a Series 63 designation and bringing 45 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services through its platform.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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