Hussain Khan is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2016, following a brief tenure at Merrill. 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 investment strategies.

Carson Litzinger is a financial advisor at UBS Financial Services in Washington, DC, holding Series 63 and Series 66 licenses. He has been with UBS since 2026. Prior to joining UBS, he held various positions including roles at Wells Fargo and academic institutions such as Penn State and Franklin & Marshall College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

Jake Pantalone is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. His prior work includes a contract role with Brillent Corporation supporting the U.S. Small Business Administration and nine years as a full-time student. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Justin Hatch is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill, K2 Integrity, Cambridge Associates, Capital One Bank, Eddie Bauer, and Houghton College. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Warner Moore III is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he serves on the board of directors for VWI International, a consulting firm working with medical contracts, and is involved in a small retail wine business operated by his spouse. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform of capital markets and research resources.

Charlotte Von Claparede Crola is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has previous experience at Morgan Stanley Smith Barney LLC and Janney Montgomery Scott. Outside of her advisory work, she serves as a part-time organist for the Parish of Christ the King Anglican Catholic Church in Washington, DC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management and provides access to proprietary research and a broad range of capital markets services.

Anibal Drelichman Jr. is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, RBC Capital Markets, and Oppenheimer. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through offerings such as discretionary portfolio management, market-making, and proprietary research.

Olivia Eckstein is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has worked at UBS since 2020. Prior to her career in finance, she was employed by the Corporation for National and Community Service OIG and participated in the Better Make Room Campaign. She also operates a notary service through the Office of Notary Commissions and Authentications. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets services.

Marguerite Hodgkins is a CFP®-certified financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS Wealth Management since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary research and model-based asset allocations tailored to clients' goals and risk tolerances.

Matthew Teems is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney 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, offering a range of products supported by proprietary research and affiliated banking and lending programs.

Breton Laubscher is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at Atlantic Lighting & Irrigation and NV Homes. 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 plans to clients’ goals and risk tolerances.

Carey Greenauer is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with UBS Financial Services, where he has worked since 2022. Prior to that, he held positions at Bank of America and Merrill, with a combined tenure of nearly three decades in the financial sector. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Valerie Mayer Lopez is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services. Her background includes a period as a full-time student at George Mason University and various roles in the service industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.