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 at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase & Co for three years. Gray’s background also includes four years at the University of Florida. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, providing fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

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.