Janice Hatlestad is a financial advisor with UBS Financial Services in Lakeville, MN, holding a Series 66 designation and 23 years of industry experience. She has worked with UBS since 2015. Outside of her advisory role, she serves as a notary in the State of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through a range 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Jamal Abu Shamala is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2017, following roles at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of finance, he is involved in basketball training and coaching, founding JAS Elite Training and serving as an assistant JV and varsity basketball coach at Blake High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and research from its Chief Investment Office and global teams to tailor financial plans aligned with clients’ goals and risk tolerances.

Jonathan Eklin is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is the proprietor of Bad Medicine Brewing LLC, a brewery business based in Minneapolis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances.

Jack Samuels is a financial advisor at UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Ehlers Investment Partners, LLC before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Daniel Wolkerstorfer is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining UBS in 2017, he worked at Wealth Enhancement Advisory Services and its affiliated entities, as well as LPL Financial. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Cassandra Hoberg is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has previously worked at the Royal Bank of Canada and the YMCA. Outside of her advisory role, she operates an Etsy shop where she creates and sells handmade items including jewelry, home goods, and clothing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and capital market assumptions.

Sara Humann is a financial advisor at UBS Financial Services with seven years of industry experience. She has previously worked at Medtronic PLC for eleven years before joining UBS in 2019. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the Plymouth Wayzata Youth Baseball Association, which organizes youth baseball programs in her local 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, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Peter Kenefick is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with UBS since 1989. Outside of finance, he serves as president of a restaurant business and is treasurer on the board of a fraternity association. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

Karen Peterson is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Jesse Bull is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at UBS Financial Services since 2015 and was previously at Merrill for two years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and a range of capital markets services to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Mark Rethlake is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. 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 financial plans aligned with clients’ goals and risk tolerances.

Daniel Monahan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Monahan serves on a committee managing the endowment fund for Shepherd of the Valley Lutheran Church. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Donald Adams Jr. is a CFP® professional with 37 years of industry experience. He has worked at UBS Financial Services since 2016 and previously spent 12 years at Merrill. Based in Wayzata, MN, Adams holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management.

Mark Specker is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

David Webb is a Series 66-licensed financial advisor at UBS Financial Services in Wayzata, MN, with five years of industry experience. Before joining UBS in 2019, he worked at General Purpose Movers and the Eau Claire Area School District. 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 plans.

Michael Walker is a financial advisor at UBS Financial Services with 28 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Investments prior to joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through proprietary research and model-based asset allocations.

Michael Mooney is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 9 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is involved in private coaching. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial services, including fee-based planning and portfolio management.

Whitney Ward is a Series 66 registered financial advisor with UBS Financial Services in Wayzata, MN, with six years of industry experience. Prior to joining UBS in 2019, Whitney worked at UnitedHealthcare and Optum. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor client solutions.

David Kornhauser is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Navellier & Associates. Based in Wayzata, MN, Kornhauser has been with UBS since 2020. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Dustin Neumann is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.