David Ochotorena is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2021. Prior to joining UBS, he worked at Sanford C. Bernstein & Co., LLC for 14 years. Outside of his advisory role, he is active in the Tampa community, holding leadership and board positions with Christ the King Catholic School, Tampa Bay Little League, and ELEVATE Tampa Bay. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management offerings and provides a broad platform including custody, underwriting, and capital markets services.

Jeffrey Reynolds is a financial advisor at UBS Financial Services with 33 years of industry experience. He has previously worked at Morgan Stanley and Morgan Stanley Private Bank for 18 years before joining UBS in 2024. Outside of his advisory role, he is a co-owner of a pool and spa cleaning business and serves as a council member at the University of South Florida College of Business, providing input on academic curriculum and student programs. He is also involved with the Brandon Rotary Club charity. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Daniel Zucker is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory work, he is also involved with Bay Area PEO Solutions. 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.

Bao Tran Do is a Series 66 licensed financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2022, he held positions at several firms including Humana and XS Supply. He previously owned Do Provisions LLC, a medical supplies sales business that is no longer active. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Dylan Alagood is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Polley Wealth Management and LSQ Funding Group, as well as other positions outside the financial sector. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Daniel Angulo is a financial advisor at UBS Financial Services in Tampa, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Total Quality Logistics and Outback Steakhouse, as well as time spent at Florida State University. UBS Financial Services 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 across multiple financial sectors, including wealth management, institutional trading, and capital markets services.

Jillian Kane is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation. Prior to joining UBS, she worked in digital marketing and held various roles in hospitality and fitness. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Jesse Flatt is a CFA® charterholder and registered financial advisor with UBS Financial Services in Tampa, FL, with eight years of industry experience. His prior roles include positions at Bank of America, City National Rochdale, Invesco Ltd., Merrill, and Morgan Stanley. Jesse’s background spans a range of financial firms, contributing to his experience across various investment environments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor solutions. The firm combines institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets operations.

April Fisher is a financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is a New York State Notary Public and is involved with Angry Buffalo at the Rose Garden, a privately held business. 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 strategies for clients.

David Grindel is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with UBS Financial Services and previously worked at Morgan Stanley Private Bank and Cambridge Investment Research Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Wade Kornblith is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves on the Board of Directors for the Chateau on White Sands Homeowners Association and is a partner in Trident Hospitality Group, a restaurant management business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor portfolio management and financial planning services. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and fiduciary services.

Christopher Tanaka is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Eckerson Group, The Bridges at Rancho Santa Fe, and Axos Bank. 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 investment strategies.

Molly Hutton is a financial advisor at UBS Financial Services with one year of industry experience. She previously worked at JPMorgan Chase for three years and has an academic background from Villanova University and Gwynedd Mercy Academy High School. She holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Garrett Ruth is a financial advisor at UBS Financial Services with four years of industry experience and holds the Series 66 designation. He has worked at UBS since 2022 and has prior experience in educational roles at the University of Alabama, Palm Beach State College, the University of Florida, and local high schools. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations.

Patrick Porter is a financial advisor at UBS Financial Services with 19 years of industry experience. He previously worked at Morgan Stanley for six years and Merrill for seven years. He holds Series 63 and Series 65 registrations and is based in Tampa, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets, research, and lending programs.

Rollan Degeare is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 21 years and has been affiliated with Alliance Capital Management LP during his career. Outside of advising, he is involved in a cybersecurity and managed services business for small companies. 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 utilizes proprietary capital market research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Michael Carelli is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Carelli is a partner in multiple business ventures, including a restaurant operation in Brandon, FL, and several investment partnerships involved in retail and real estate. He also owns an aircraft managed by an aviation leasing company. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based strategies to tailor client solutions.

Gabriela Carranza is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill for eight years before joining UBS in 2018, where she has been for another eight years. 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 investments. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets and research resources.

Deborah Geis is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining UBS in 2026, she has been associated with Paychex, Inc. and Paychex Securities Corporation since 2015. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

John Mathews is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with UBS Financial Services since 1994. 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 provides proprietary research to support tailored client strategies.