Kaveh Gilanshah is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Keystone Asset Management and held various roles at the Auto Care Association and George Mason University. 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 plans to client goals and risk tolerances.

Omid Sarmadi is a financial advisor at UBS Financial Services with eight years of industry experience. He previously worked at Lincoln Financial Distributors and has been involved in a family business, Sarmadi Brothers, a men's shop he co-founded and remains a silent owner. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, leveraging proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary financial planning, portfolio management, and capital markets activities.

Alex Haffner is a Series 66-licensed financial advisor at UBS Financial Services in Washington, DC, with nine years of industry experience. He has been with UBS since 2016. 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 a broad range of capital markets functions and proprietary research to support client strategies.

Thomas Hulse is a Series 66-licensed financial advisor with UBS Financial Services in Washington, DC, where he has worked since 2013. He has 17 years of industry experience. Outside of his advisory role, he is active in collegiate athletics as an assistant volleyball coach at multiple institutions, including Santa Monica College and George Mason University, and serves as Vice President of Community Relations for the Pepperdine University Alumni Association in Washington, DC. 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 strategies to tailor financial plans and portfolio management according to clients’ goals and risk tolerances.

James New is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory work, he volunteers on the Finance Committee and Neighborhood Committee at National Cathedral School in Washington, DC, where his daughter attends. 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 client plans.

Megan Kondos is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds the Series 66 designation and has been with UBS since 2010. 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 incorporates proprietary research and model-based asset allocations to tailor investment plans.

Jacob Pliner is a Series 66 licensed financial advisor with UBS Financial Services in Washington, DC, with three years of industry experience. His prior roles include positions at Baltimore-Washington Financial Advisors and RBC Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management and access to proprietary research and analytics.

Justin Biggs is a financial advisor with UBS Financial Services in Washington, DC, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He has been with UBS Securities LLC since 2013. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and affiliated banking programs.

Amanda Mc Kenna is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, G.research, LLC, Fairfield University, and GAMCO Investors, Inc. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Qasim Abbas is a financial advisor at UBS Financial Services with Series 66 credentials and less than one year of industry experience. Prior to joining UBS, he was involved in a Morrisville City Council campaign and worked in various roles including at Swish and Target. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and capital market tools. The firm combines institutional trading capabilities with wealth management solutions across a broad platform.

Nathan Baga is a financial advisor at UBS Financial Services in Washington, DC, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining UBS in 2025, he worked at Alliance Bernstein from 2021 to 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets activities.

Mark Siegel is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. He manages a family trust established under his father's will to provide income for his mother and oversee asset management according to their investment objectives. 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.

Matthew Tomczuk is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill, Northwestern Mutual, and R.H. Marcon Inc. from 2021 to 2023. 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 and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

James Koltes is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses and bringing 55 years of industry experience. He has been with UBS Financial Services since 1970. Koltes serves on the finance committee of the Metropolitan Club of Washington DC, meeting quarterly to discuss the club’s finances. 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 provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and a range of capital markets services.

Gregory Kight is a financial advisor at UBS Financial Services with 34 years of industry experience. He has held roles at Merrill and Bank of America prior to joining UBS in 2022. Outside of his advisory work, he serves as chairman of the audit committee for the Kappa Alpha Psi Hyattsville/Landover Alumni Chapter, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Chelsea Rubio is a financial advisor at UBS Financial Services with two years of industry experience. Before joining UBS in 2023, she worked at several law firms, including McDermott Will & Emery and Venable, and served as a legal educator at Georgetown University School of Law and Pepperdine University Caruso School of Law. She contributes to a legal treatise on U.S. trust laws published by Globe Law and Business Ltd. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Mikail Qazi is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of advising, he is a proprietor of a rental real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by research from its Chief Investment Office and UBS Global Research.

William Finnerty is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2003. Outside of his advisory role, Finnerty serves as an adjunct professor at Georgetown University and participates as a judge for the National Foundation of Teaching Entrepreneurship. He also holds board positions with the Georgetown University Advisory Board for Entrepreneurship and the Kennedy Center’s National Symphony Orchestra. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.

David Dorsett is a Series 66-licensed financial advisor with UBS Financial Services in Washington, DC, and has two years of industry experience. Prior to joining UBS, he worked at Fairfield University and a law firm, Karp, Wigodsky, Norwind Kudel & Gold. 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 financial plans and offers a broad range of capital markets and wealth management solutions.

Jennifer Colvin is a financial advisor with UBS Financial Services in Washington, DC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Merrill and Morgan Stanley. 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 plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and fiduciary functions.