Marguerite Harvieux is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. UBS Financial Services Inc. 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.

Theodore Bulinski is a Series 66 licensed financial advisor with UBS Financial Services in Wayzata, MN, and has five years of industry experience. Prior to joining UBS in 2021, he worked for five years at McGough Construction Co. LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm integrates proprietary capital market assumptions and model-based asset allocations with research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management.

Kelli Puhl is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the Board of Directors for the Wayzata Country Club and is named as a successor trustee for a private family trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets services integrated with proprietary research and institutional trading capabilities.

Elizabeth Engelmann is a financial advisor with UBS Financial Services in Wayzata, Minnesota, holding a Series 66 designation and 17 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a trustee for several family trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and capital market insights to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Riley Gannon is a Series 66-licensed financial advisor with six years of industry experience, currently serving clients at UBS Financial Services in Wayzata, MN. His prior work includes roles at Konica Minolta Business Solutions USA, Johnson Brothers Liquor Company, Excelr-8 E-Bikes, and the University of St. Thomas. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management solutions.

Sherri Tuttle is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1992. 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 clients’ goals and risk tolerances.

Jonathan Bottema is a financial advisor with UBS Financial Services in Corcoran, Minnesota, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with UBS and its predecessor Paine Webber since 1996. Outside of his advisory role, Bottema serves as a volunteer medic for the Loretto Fire Department and owns a business that manufactures and sells trail grooming equipment. 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 plans based on client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning services.

Justin Kappel is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2006 and holds a Series 66 designation. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Will Sherry is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked in various roles, including positions at Four Seasons Hotels and Resorts and NorthRock Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Christopher Watkins is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as treasurer for the Kintyre HOA and owns a business buying and selling vintage watches online. 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, offering a broad range of capital markets services and proprietary research to tailor client solutions.

Rachel Roanne Gutierrez is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Equitable Advisors LLC and has held various roles including at University of St. Thomas and Sweet Retreat Cupcake Boutique. Outside of her advisory work, she performs occasional service and cashier duties at a local restaurant. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Caleb Quenzer is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor client plans.

Liam Fanola is a financial advisor with UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at UBS since 2021, Alerus since 2018, and self-employment from 2015 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Karli Johnson is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Ameriprise Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products and solutions.

Natthan Osterberg is a Series 66-licensed financial advisor with UBS Financial Services in St. Louis Park, MN. He has 23 years of industry experience and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies to tailor client plans.

Brian Cox is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he serves as Treasurer for Northern DKE, a hedge fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets expertise.

Michael Theilmann is a financial advisor at UBS Financial Services with 16 years of industry experience. He has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services Inc. 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 client solutions.

Robert Harnett is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2003. He serves as a board member of Camp Friendship Ventures, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Payton Metcalf is a financial advisor at UBS Financial Services in Wayzata, MN, holding a Series 66 designation with five years of industry experience. Prior to joining UBS in 2021, Payton worked at WoodTrust Bank and has experience related to the University of Wisconsin - Madison and Lincoln High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research and a broad range of capital markets services.

Donald Cameron is a Series 66-licensed financial advisor with UBS Financial Services in Minneapolis, MN, where he has worked since 2008. He has 23 years of industry experience. Outside of his advisory role, he owns a rental property in Minneapolis. 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 and provides a range of capital markets services through its platform.