Rebecca Stearns is a financial advisor with UBS Financial Services in Traverse City, MI, holding a Series 66 designation and 12 years of industry experience. She worked at Morgan Stanley from 2014 to 2016 before joining UBS, where she has been since 2016. Outside of her advisory work, Stearns serves as a coach for the Frankenmuth School District and is a member of the board of directors for Impact 100 Traverse City, where she leads the Financial Review team responsible for evaluating grant applications from local nonprofits. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, 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 investment plans to clients' goals and risk tolerances.

Philip Bocketti Jr. is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS Financial Services Inc. since 1991. Bocketti serves on the Board of Directors for Make-A-Wish Michigan, a nonprofit organization that grants wishes to children with critical illnesses. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients using a combination of financial planning, portfolio management, and research-driven asset allocation. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.