Matthew Philichi is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining UBS in 2024, he served five years in the United States Air Force. He is also involved as a member of a management committee for a real estate investing LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Robert Giordano is a Certified Financial Planner (CFP®) based in Seattle, WA, with 42 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lauren Mallory is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and three years of industry experience. She has been with UBS since 2018 and previously worked at Paper Source and the University of Washington. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary market research and model-based asset allocations with institutional trading capabilities.

Artemiy Thayer is a financial advisor with UBS Financial Services in Seattle, WA. He holds the Series 66 designation and has less than one year of industry experience. His previous roles include positions at the University of Washington School of Medicine, NGP Financial Planning LLC, and several educational institutions. 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 supported by proprietary research and model-based asset allocations.

Jack Oconnor is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with UBS since 2016 and has been affiliated with Portland State University since 2009. Outside of his advisory work, Oconnor serves on the board of Long Live The Kings, a charity focused on science-based salmon population preservation, where he acts as treasurer and participates in finance and audit committees. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Adam Walters is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member at Sand Point Country Club in Seattle, participating in governance activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management, supported by proprietary research and a wide range of capital markets services.

Brad Weiner is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has been with UBS since 2004. Outside of his advisory role, he is a partner in a family-owned real estate property partnership. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Jon Mcmillan is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 credential and totaling 26 years of industry experience. He has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Agatha Lidzbarski is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at UBS since 2018 and previously spent four years with U.S. Bancorp Investments, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances.

Scott Ventoza is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner and serves on the advisory oversight committee of Ventoza Family LLC, a wholesale merchandising partnership. 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 to tailor strategies to clients’ goals and risk tolerances.

Leah Tribe is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. 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 solutions.

Beth Lovell is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Kevin Young is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. He has been with UBS Financial Services since 2009 and previously worked at Merrill from 2002 to 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including 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 investment strategies.

Shawn Hintz is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with UBS Financial Services since 1998. Outside of his advisory work, he serves on the board of directors for Safe Crossings, a charity that provides grief counseling for children and families. UBS Financial Services serves individual, corporate, and institutional clients through a combination of 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 client solutions.

Hailey Howard is a financial advisor at UBS Financial Services with a Series 66 designation and 0 years of industry experience. Her prior work experience includes roles at Fernhaus, Independent Bank, and involvement with Main Street Food Ventures. She also has a background in education, having worked at the University of Michigan, Ionia High School, and Ionia Middle School. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering a range of products and research-driven advisory solutions tailored to clients' goals and risk tolerances.

Michael Doney is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at UBS Financial Services since 1998. Outside of his advisory role, he serves as a trustee managing family trusts, including overseeing asset distributions and liquidation of real estate. 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 employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Rachel Seely is a CFP® professional with six years of experience in financial advising, currently with UBS Financial Services in Seattle. She has been with UBS since 2017, including her time as a student at the University of Washington. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Braden Young is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with two years of industry experience. His previous work includes roles at UberEats, DoorDash, and the University of Washington. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

John Russell is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Ryan Santosuosso is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Prior to joining UBS, Ryan spent time at the University of Washington and was involved in operating a car wash business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary 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.