Spencer Seaman Jr. is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the Board of Directors for the BGSU Foundation and is slated to become Chair-Elect in 2025, transitioning to Chair in 2027. 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 services, supported by proprietary research and a variety of capital markets activities.

Jordan Guzman is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Fidelity Investments, Dollar Bank, and companies in the product and retail sectors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor services. The firm combines institutional trading capabilities with wealth management, offering products such as discretionary portfolio management, fee-based financial planning, and custody services.

Christopher Murman is a financial advisor with UBS Financial Services holding a Series 66 designation. He has prior experience at Grant Thornton LLP and Miami University. Murman has been with UBS since 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver customized financial solutions.

Warren Cox is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with UBS since 2007 and has been with Mcdonald Investments Inc. since 1996. 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 through a broad platform that includes proprietary research and capital markets activities.

Gregg Hartman is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2007. Prior to UBS, he worked at Mcdonald Investments Inc. beginning in 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets access.

Timothy Ryan is a financial advisor with UBS Financial Services in Rocky River, OH, holding a Series 63 designation and 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a member of RJS Steamboat LLC, a timeshare ownership group primarily for personal use. 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, leveraging proprietary research and model-based asset allocations to tailor client plans.

Conor Hartman is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Jared and has a background that includes positions at the University of Dayton and Saint Ignatius High School. He 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Anthony Goldyn is a financial advisor with UBS Financial Services in Rocky River, OH, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at UBS since 2007 and has been associated with Mcdonald Investments Inc. since 2000. In addition to his advisory role, he serves as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, and provides research-driven, tailored financial planning and portfolio management.

Richard Milligan is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with UBS since 2007 and has prior experience at Mcdonald Investments Inc. and Liberty Securities Corporation. 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, leveraging proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Susan Patchen is a financial advisor at UBS Financial Services with 35 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms including Raymond James Financial Services and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm integrates proprietary capital market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Ryan Dorff is a financial advisor with UBS Financial Services, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining UBS in 2023, he worked for over a decade at Infinity Family Services, LLC. Outside of his advisory work, he serves on the board of Riptide Water LLC, a company that produces and sells sparkling water. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of financial products through a broad platform.

William Murman is a financial advisor with UBS Financial Services who holds a Series 66 credential and has 36 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, Murman serves on the boards of the Diabetes Partnership of Cleveland and the Collaborative to End Human Trafficking, contributing to strategic planning and development efforts for these nonprofit organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings that include financial planning and portfolio management based on proprietary research and model-based asset allocations.

Sean Stamper is a financial advisor with UBS Financial Services in Rocky River, OH, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. His prior roles include positions at Fidelity Investments, Insight2Profit, PNC Investments, Stratos Wealth Partners, and LPL Financial. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and capital markets services to tailor financial plans to clients’ goals and risk tolerances. The firm operates as both a broker-dealer and an investment adviser, integrating institutional trading capabilities with wealth management services.

Michael Leamon is a Series 66 licensed advisor with UBS Financial Services, based in Rocky River, OH, and has 26 years of industry experience. He has been with UBS since 2007. UBS Financial Services Inc. 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 operates both wealth management and institutional trading businesses, offering a wide range of capital markets and advisory services.

John Ryan is a financial advisor with UBS Financial Services in Rocky River, OH, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2007. Ryan serves on the board of directors for the Country Club of the Rockies, a golf social club. UBS Financial Services serves individual, corporate, and institutional clients through 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 distributes proprietary research to support tailored client strategies.

Amy Leamon is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has been with UBS since 2020. Prior to her advisory role, she spent twelve years at the Lake Erie Nature & Science Center. 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 strategies to client goals.

Matthew Howard is a financial advisor with UBS Financial Services in Rocky River, OH, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he is a partner in Three Jack LLC, a company involved in owning and operating a boat. 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 uses proprietary research and model-based asset allocations to tailor client plans.

John Ryan is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2015. He holds Series 63 and Series 66 licenses and is based in Rocky River, Ohio. 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, offering a wide range of capital markets services and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Douglas Sanker is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 services and leverages proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Bradley Bartel is a Series 66-licensed financial advisor with UBS Financial Services and has 20 years of industry experience. He has worked at UBS since 2011. Outside of his advisory role, he is involved in real estate through sole proprietorships managing rental properties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and diverse capital markets services.