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.

Guilherme Accioly Da Rocha is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Morgan Stanley, Citibank, Charles Schwab, Fisher Investments, TD Ameritrade, and Transamerica Retirement Solutions. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocation to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers custody, underwriting, and capital markets solutions.

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 with UBS Financial Services in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She previously worked at Morgan Stanley for three years and INVEST Financial for ten years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 products including discretionary portfolio management, financial planning, and alternative investments.

Valerie Morris is a Series 66 licensed financial advisor with UBS Financial Services in Tampa, FL, where she has worked since 2002. She has 19 years of industry experience. Outside of her advisory role, she is associated with 31 Gifts, a business she has been involved with since 2015. 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.

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 seven years of industry experience. He is currently a financial advisor at UBS Financial Services, having joined the firm in 2022 after prior roles at Raymond James & Associates and Vive FX LLC. Outside of advising, he is involved in several business ventures, including partnerships in distribution and manufacturing entities in India, as well as multiple business ownership roles focused on strategic partnerships and marketing initiatives locally. 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 aligned with clients’ goals and risk tolerances.

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.

Kyle Zaslaw is a financial advisor at UBS Financial Services in Tampa, FL, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining UBS in 2026, he worked at Fidelity Investments and has a diverse background including roles in various organizations and youth sports leagues. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

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.