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.

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 three years of industry experience. He holds the Series 66 designation and has previously worked in educational roles at the University of Alabama, Palm Beach State College, the University of Florida, and at Oak Hall and Buchholz High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

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 Series 66 licensed financial advisor with 25 years of industry experience, currently with UBS Financial Services since 2021. He previously worked at Sanford C. Bernstein & Co., LLC for 21 years and has been associated with Alliance Capital Management LP since 2000. Outside of advisory work, he owns and manages JRTC Groves DBA VineIT, a business providing managed services and cybersecurity to small businesses. UBS Financial Services serves individual, corporate, and institutional clients with a blend of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and lending services.

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.

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.

John Faircloth Jr. is a CFP® with 40 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2008. He is based in Tampa, FL, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as president of a condominium association in Belleair Beach, FL. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Brooke Banning is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and bringing nine years of industry experience. Her prior employment includes roles at AllianceBernstein and J.P. Morgan Securities LLC. 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 integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

William Fanning is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Mass Mutual. He also has a long-standing affiliation with the University of South Florida since 2012. 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 leverages proprietary research and model-based asset allocations to tailor client strategies.

John Benitoa is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at UBS Financial Services since 2014. Outside of his advisory role, he owns Old Soul Adventures, a company focused on buying, restoring, and selling classic cars. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Jeremy Hall is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley in various roles from 2009 to 2024. Outside of his advisory career, he is involved in managing residential real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor solutions according to client goals and risk tolerance. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

Mark Cleary is a Series 66-licensed financial advisor with UBS Financial Services in Tampa, FL, where he has worked since 2019. He has six years of industry experience and was previously a professional golfer from 2016 to 2019. Outside of advising, he serves as CEO and manager of Cleary Real Estate Investments LLC. 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 utilizes proprietary research and model-based asset allocations to tailor strategies for clients.

Christopher Immoos is a financial advisor at UBS Financial Services in Tampa, Florida, holding a Series 66 designation. He has prior experience at Morgan Stanley, L2 Consulting Solutions, Global Financial Impact, World Financial Group, and served in the United States Marine Corps from 2013 to 2024. In addition to his advisory role, he is a consulting partner at Pau Hana Consulting LLC. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Marlena Ocasio is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and INVEST Financial. 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 to tailor plans to clients’ goals and risk tolerances.

Valerie Morris is a Series 66-licensed financial advisor with UBS Financial Services in Tampa, FL, where she has worked since 2002, accumulating 18 years of industry experience. She has an outside business interest in 31 Gifts, a retail venture based in Columbus, Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Jake Crowther is a Series 66-registered financial advisor with UBS Financial Services, based in Tampa, FL, and has one year of industry experience. Prior to joining UBS in 2024, he worked at the University of Georgia from 2019 to 2024 and Jesuit High School from 2015 to 2019. 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, supported by proprietary research and a broad range of capital markets and lending programs.

Samantha A Parker Hopkins is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 designations. 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 leverages proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Brady Walsh is a Series 66-licensed financial advisor with UBS Financial Services in Tampa, FL, holding one year of industry experience. His prior roles include positions at Raymond James & Associates, Absolute Funding Ventures, ReliaQuest, and previous employment with UBS. He is also the owner of JBL Strategic Investments, LLC, an entity involved in a real estate partnership interest. 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 according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including futures commission merchant activities and affiliated banking programs.

Suresh Attal is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He currently serves as a financial advisor at UBS Financial Services, where he has worked since 2022. His prior experience includes roles at Raymond James & Associates and Vive FX LLC. Outside of advisory work, Attal is involved in several business ventures, including partnerships and ownership in multiple LLCs focused on strategic partnerships and marketing initiatives, as well as participation in a professional networking group where he serves as Vice President of the Membership Committee. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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, offering a broad range of financial planning and portfolio management solutions.

Ryan Brannon is a financial advisor at UBS Financial Services in Tampa, FL, with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. 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 services, offering a range of capital markets and research resources.

Matthew Gordon is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC for 17 years before joining UBS in 2021. Outside of his advisory role, he serves on the board of directors and finance committee of Southern Legal Counsel, a nonprofit focused on legal reform and social justice. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers additional services including custody, underwriting, and securities-backed lending.

Luiz Fontes is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007, including roles at UBS International and UBS AG. Outside of his advisory work, he is a co-owner of A&F Properties LLC, a real estate investment company. 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 research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Mason Trippe is a financial advisor with UBS Financial Services in Tampa, FL, holding the Series 66 designation and four years of industry experience. His career includes roles at UBS Financial Services, The Mather Group, Cardinal Group, and Raymond James. 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 leverages proprietary research and model-based asset allocations to tailor client solutions.

Christopher Coram is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 18 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Verity San Souci is a financial advisor with UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with UBS since 2013. 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 plans to clients’ goals and risk tolerances.

Christine Houston is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Thomas Wagner is a Series 66-registered financial advisor with UBS Financial Services in Tampa, Florida, where he has worked since 2013. He has 23 years of industry experience. Wagner serves on the boards and committees of nonprofit organizations focused on support for disabled citizens, including UPARC Foundation and The Arc Tampa Bay Foundation, and he also works with the Pinellas County Supervisor of Elections. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances, while combining institutional trading capabilities with wealth management services.

Alyssa Xedus is a financial advisor at UBS Financial Services with six years of industry experience and a Series 66 designation. Her work history includes roles at JPMorgan Securities, JPMorgan Chase Bank, Club Corp, Wilson Sporting Goods, and the Colorado State Capitol. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment 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, offering a broad platform that includes custody, underwriting, and capital markets services.

Joseph Restaino is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. He previously worked at Merrill and Bank of America, N.A. Outside of finance, he is involved in film production through multiple family- and action-oriented film projects, serving as a producer and owner of various production companies. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored through proprietary research and model-based asset allocations.

Leslie Style is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has been with UBS since 2016, following an 18-year career in education. 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 delivers advisory work supported by proprietary research and model-based asset allocations.

Paul Dolcimascolo is a financial advisor with UBS Financial Services in Tampa, Florida, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, he serves on the boards of the Gasparilla Music Festival Foundation, Berkeley Preparatory School’s advisory committee, and the St. Joseph's Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, leveraging institutional trading capabilities alongside wealth management solutions.

Hunter Gray is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and five years of industry experience. He previously worked at JPMorgan Chase & Co for three years and attended the University of Florida for four years. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Annette Smith is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and bringing 14 years of industry experience. She has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans.

Aishka Lugo is a financial advisor with UBS Financial Services in Tampa, FL, holding a Series 66 designation and bringing 24 years of industry experience. She has been with UBS since 2006. Lugo serves as the executive director of the Hispanic Chamber of Commerce, advocating for Spanish-speaking local businesses in her community. 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 provides proprietary research and a broad range of capital markets solutions.

Joseph Jin is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at UBS Financial Services since 2021 and previously spent six years at Sanford C. Bernstein & Co., LLC. Jin is based in Tampa, Florida and holds a Series 63 license. 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 research-driven, tailored investment solutions through a network of financial advisors.