September Cifra is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Mia Malave is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 designations with 13 years of industry experience. She has worked at UBS Financial Services since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. UBS Financial Services serves individual, corporate, and institutional clients by providing 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 services and proprietary research to support client strategies.

Jonathan Moore is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 credential and has worked at UBS Financial Services since 2016, with a brief tenure at Parcion Private Wealth. Based in Seattle, WA, he is currently part of a large advisory network within the firm. 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, providing a broad range of capital markets and research resources to its clients.

Jenaige Carlina Alvis is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with UBS Financial Services since 2013. Outside of advisory work, she served as an Aquatics Director for a nonprofit swim club in Bellingham, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including 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 strategies to clients’ goals and risk tolerances.

Joseph Berkery Jr. is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Bank of America and Merrill, where he worked for over three decades. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor solutions based on proprietary research and model-based asset allocations.

Kurt Owen is a financial advisor at UBS Financial Services with 43 years of industry experience. He has held positions at UBS since 2006 and previously worked at Piper Sandler & Co. from 1999 to 2006. Outside of finance, he is an instructor at John Mohan Skiing Ski School. 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 provides research-driven, tailored investment solutions.

Geoffrey Wilwerding is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and 65 licenses and 34 years of industry experience. He has been with UBS since 1995. Wilwerding volunteers on the investment committee of the Seattle Waldorf School, participating in biannual reviews of the school's endowment investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, providing a broad set of investment and capital markets solutions.

Douglas Adams is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets solutions to support client strategies.

Calvina Lum is a Series 66 licensed financial advisor at UBS Financial Services in Seattle, WA, with 27 years of industry experience. She has been with UBS since 1997. 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 uses proprietary research and model-based asset allocations to tailor client strategies.

Elizabeth Callura is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 14 years of industry experience. She has worked at UBS since 2015 and previously at Morgan Stanley for one year. 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, supported by proprietary research and a broad suite of capital markets services.

Gregory George is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. 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 and offers proprietary research and a broad range of capital markets services.

Deborah Jackman is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. She has been with UBS since 2002. Outside of her advisory role, she serves as administrator of her late daughter's estate. 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 provides access to proprietary research and a broad range of capital markets solutions.

Amani Harris is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 designations and having 23 years of industry experience. Prior to joining UBS in 2025, Harris worked for 18 years at Morgan Stanley Private Bank, N.A. Outside of advisory work, Harris serves on the Seattle University Planned Giving Committee and is president of The Breakfast Group, a nonprofit focused on career certification for youth in the Seattle community. 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.

Amanda Thorman is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at UBS Financial Services since 2018 and previously spent five years at BNP Paribas Securities Corp. Amanda is based in Seattle, WA. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

James Tuminello is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various roles from 2014 to 2023. Based in Seattle, he joined UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, 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 clients’ goals and risk tolerances.

Stephanie Keeton Honan is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses. She has 30 years of industry experience, including 20 years with UBS. Outside of her advisory role, she is involved with Honan Properties & Investments LLC, where she serves as secretary and assists with administrative and tax-related duties. 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 utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Tye Rickert is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with UBS since 2012 following a year at Morgan Stanley. Outside of his advisory role, Rickert acts as a resource for the staff at Seattle Children's Foundation. 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. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans based on client goals and risk tolerance.

Grant Nishio is a financial advisor with UBS Financial Services in Seattle, WA, holding the CFA® designation and Series 66 license with 19 years of industry experience. He has been with UBS Financial Services since 2008. Nishio serves on the board of directors and several committees at EarthGen, a nonprofit focused on youth leadership in climate solutions and environmental justice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Jenna Vokes is a financial advisor at UBS Financial Services with eight years of industry experience. She has worked at UBS Financial Services in two separate periods totaling eight years and spent three years at RBC Capital Markets. Jenna holds the Series 66 designation and is based in Seattle, WA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and capital market models to tailor investment strategies.