Joseph Dieterle IV is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at UBS since 2020. Prior to his advisory role, he was involved with Hayden and Bros Home Maintenance for three years. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to clients’ goals.

John Polanshek Jr. is a financial advisor with UBS Financial Services in South Burlington, VT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor investment plans. The firm operates as both a broker-dealer and investment adviser, combining institutional trading capabilities with wealth management services.

Jennifer Mcgrath is a Series 66 licensed financial advisor with 10 years of industry experience. She is affiliated with UBS Financial Services and has been associated with Painewebber Incorporated since 1994. UBS Financial Services Inc. 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 combines institutional trading capabilities with wealth management and provides extensive capital markets services through a broad advisory network.

Gabriel Lajeunesse is a financial advisor with UBS Financial Services in South Burlington, VT, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for seven years and serves in the U.S. Air Force since 1994. Outside of advisory work, Lajeunesse is involved in community and nonprofit activities, including roles on the Montpelier Planning Commission, the Vermont Community Development Board, the advisory board of the Turkish Heritage Organization, and the board of directors for the U.S. Committee for Refugees and Immigrants. 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 plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services through a broad platform that includes fee-based financial planning, portfolio management, and capital markets services.