Alexander Vardaro is a Series 66-registered financial advisor with UBS Financial Services in Weehawken, NJ. He joined UBS in 2025 after five years at Princeton University and two years at Georgetown University. Outside of his advisory role, he is a professional lacrosse player in the Premier Lacrosse League. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management.

John Visconti III is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at RSM US LLP. His background includes various roles during his time at Florida State University and involvement with youth sports organizations. 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, providing a broad range of investment products and capital markets services.

Yue Sun is a Series 66-licensed financial advisor with UBS Financial Services in Weehawken, NJ, and has seven years of industry experience. Prior to joining UBS in 2018, Yue worked at Cornell University from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients with a blend of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm leverages proprietary capital market assumptions and global research to tailor investment strategies aligned with clients’ goals and risk tolerances.

Eric Kessler is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Northwestern Mutual. Outside of finance, he has a background that includes involvement with the Professional Golfers' Association of America. UBS Financial Services serves individual, corporate, and institutional clients with 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 plans based on clients’ goals and risk tolerances.

Tyler Roach is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously attended Tufts University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research to tailor strategies to clients’ goals and risk tolerances.

Scott Kibler is a Series 66-licensed financial advisor at UBS Financial Services with 23 years of industry experience. He has worked at UBS since 2015. Outside of his advisory role, he is a notary public in West Orange, New Jersey. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Stefanie Stannard is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previous experience at J.P. Morgan Securities, HSBC Bank USA, and Align Private Capital. Outside of her advisory role, she is a spin instructor at NYSC and a kayak coach with the Kayak Foundation in Brooklyn. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor solutions. The firm integrates institutional trading capabilities with wealth management services and offers a broad platform including custody, underwriting, and capital markets services.

Greta Villarosa is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Credit Agricole Corporate and Investment Bank and Credit Agricole Securities (USA) Inc. from 2012 to 2019 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm delivers advisory work through Financial Advisors who utilize proprietary research and model-based asset allocations tailored to clients' goals and risk tolerances.

Robert Fellowes is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2017, following a two-year tenure at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering advisory services supported by proprietary research and a broad range of capital markets solutions.

Marjorie Dorce Dieuseul is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Credit Suisse Services (USA) LLC, CITIGROUP, and TD Private Client Wealth LLC. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicole Zanetti is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Merrill Lynch in various roles from 2016 to 2022 before joining UBS. 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 combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory products.

John Considine is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 18 years of industry experience. He previously worked at LPL Financial for 16 years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Federico Arrosa Beauvois is a financial advisor at UBS Financial Services with Series 66 designation and one year of experience at the firm. His prior experience includes roles in construction companies and financial services, as well as work at South Florida Water Management District and teaching positions at Florida International University and Westminster Christian School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Sarah Calandra is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 18 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she has been involved with CycleBar, a cycle studio in Hoboken, NJ. UBS Financial Services 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 provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Megan Strauss is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at UBS since 2018, following roles at Execu-Search and Chartered Financial Services. Outside of advising, she owns a single-family rental property in Ohio. 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 and offers a broad range of capital markets services.

Renee Dawson is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Citigroup, Morgan Stanley Services Group, E*TRADE Capital Management, and Mesirow Financial. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing clients with a range of capital markets and research-driven solutions.

Matthew Salomonsen is a financial advisor with UBS Financial Services holding a Series 66 designation and 11 years of industry experience. He has worked at several major firms including Morgan Stanley, Bank of America, Merrill, and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research from its Chief Investment Office and global teams to tailor client plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions including fee-based planning, portfolio management, and capital markets services.

Katia Delgado is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2015 and holds a Series 66 designation. Outside of her advisory role, she serves as the treasurer for the Chester Academy Parent Teacher Student Association. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm offers a range of products and services including fee-based financial planning, portfolio management, and capital markets access, leveraging proprietary market research and institutional trading capabilities.

Jeffrey Kim is a financial advisor at UBS Financial Services with a Series 66 designation. He began his advisory career in 2025 and has prior work experience at Wawa and AssetWorks, Inc. Jeffrey's background also includes roles in education at Villanova University, Valencia High School, and Rio Norte Junior High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Zachary Schuler is a financial advisor at UBS Financial Services with a Series 66 designation and several years of experience across financial services and other industries. His prior roles include positions at JPMorgan Chase & Co., Guardtower Financial Services, and UBS Financial Services, as well as work in education and the food service sector. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including portfolio management and financial planning services. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based investment strategies.