Barrett Mc Aree is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 65 and Series 66 licenses. He has worked at UBS, Truist, and Hoffman Financial Group since beginning his advisory career in 2022. Prior to that, he spent 15 years as a student. 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 services, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

John Donovan is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Prior to entering the financial industry, he held roles in education and community engagement. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Klaudia Olkowski is a financial advisor with UBS Financial Services in Seattle, WA. She holds Series 63 and Series 66 licenses and has 25 years of industry experience, including 21 years with UBS. UBS Financial Services Inc. 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 aligned with clients’ goals and risk tolerances.

Gregory Olson is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. Based in Seattle, WA, Olson has spent over a decade serving clients through a leading global financial institution. 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 integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to customize client strategies.

Tiffani Lee Kumabe is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining UBS in 2022. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Karen Spink is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. Outside of her advisory work, she is a partner in Sea Ya Diving, LLC, a dive boat charter business in Seattle. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Janna Cassidy is a financial advisor at UBS Financial Services with 37 years of industry experience. She has been with UBS since 2006 and holds the Series 63 and Series 66 credentials. Based in Seattle, WA, her career spans two decades at the firm. 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 utilizes proprietary research and model-based asset allocations in its advisory process.

Judith Vandermeid is a financial advisor with UBS Financial Services, holding a Series 66 designation and 22 years of industry experience. She has worked at UBS since 2009. UBS Financial Services Inc. 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 and provides research-driven, tailored investment strategies.

Kerry Witterschein is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 65 and Series 66 licenses and 10 years of industry experience. Her work history includes roles at Raymond James Financial Services and Outside In. She is also employed as a Registered Sales Assistant with The Westhoff Group of Raymond James Financial Services. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Ava Doney is a Financial Advisor with Merrill Lynch Wealth Management. She works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Ava provides resources for investing, retirement planning, and saving for unexpected events, and connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Ava specializes in comprehensive wealth planning, focusing on family wealth management strategies, women and wealth, and clients in sports and entertainment. She serves motivated clients including women, tech professionals, and Seattle locals. Ava holds a Bachelor's Degree in Finance with a minor in Sports Management from Washington State University. She began her career as a summer analyst at Bank of America Merrill and has continued with the firm as a financial advisor. Her professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional role, Ava is involved with the community organization Fight CRC. Her personal interests include boating, cooking, golfing, running marathons, skiing, spending time with family, traveling, and practicing yoga.

Michael Frantz is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2011. Outside of his advisory work, he serves on the board of directors and the finance and audit committee for the King County Library System Foundation and acts as Treasurer and board member for the CleanTech Alliance. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to a broad range of financial products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor solutions for clients.

Colin Simon is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. He has been with UBS Financial Services since 2010. Outside of his advisory role, he serves on the finance committee and advisory board of The Salvation Army in King County and is a co-author of an educational gardening book. 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 and delivers advisory work supported by proprietary research and model-based asset allocations.

Hailey Jorgensen is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Morgan Stanley, ServiceTitan, WeWork, and several entrepreneurial and nonprofit ventures. 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 plans 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 advisory solutions.

Alex Hill is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS in 2026, he worked for Northwestern Mutual Wealth Management Company and related entities for four years, and at First Command Financial Services for three years. Hill may also earn commissions from insurance companies for sales of various non-variable insurance products. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of investment products and research to tailor plans to clients’ goals and risk tolerances.

Bradley Pratt is a financial advisor at UBS Financial Services in Seattle, WA, with 33 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Treasurer for the Beta Omega Association, a college fraternity at the University of Washington, where he approves housing repair and maintenance projects. UBS Financial Services provides brokerage and advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Brady Flynn is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2003. 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 and research to tailor investment plans to clients’ goals and risk tolerances.

Alexi Thijssen is a financial advisor with UBS Financial Services in Seattle, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked in various roles across several companies including Kate Spade New York and Jersey Mike's Subs, and has experience in education from positions at multiple schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a broad range of capital markets services.

Milana Chafkar is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation. She began her advisory career in 2025 with prior experience at Morgan Stanley and Credé. Before entering the financial industry, she worked in various roles including at Club Pilates and in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 advisory solutions.

Michaela O'Connell is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 licenses and six years of industry experience. She has previously worked at Sanford C. Bernstein & Co., LLC, The Vanguard Group, Inc., and held roles outside finance including at Sakari Salon and Susquehanna University Career Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.

David Lundquist is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with UBS since 1995. Lundquist serves on the advisory board of Office Club, a business membership organization, and participates in the oversight of the investment portfolio for The Overlake School’s endowment. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include fee-based financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals, combining institutional trading capabilities with wealth management services.