Chunde Wang is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS since 2000 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets and custody services.

Charles Irace is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2007 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he has also worked as an associate in a home goods business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Donte' Moore is a financial advisor at UBS Financial Services with the Series 66 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual, Target Co., and Montclair State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocations.

Regina Stieglitz Ruiz is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Bucknell University and Greenwich High School. 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 capital market assumptions and research to tailor plans to clients’ goals and risk tolerances.

Ryan Casey is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. 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 draws on proprietary research and model-based asset allocations to tailor investment strategies.

John Yohannan Jr. is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022, with prior experience at Bank of America and Merrill Lynch dating back to 2011. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Anthony Galeotafiore is a financial advisor at UBS Financial Services with a Series 66 designation and approximately one year of industry experience. His prior work includes positions outside the financial industry such as roles at Michael Hayes Clothing Store and various clubs and restaurants. UBS Financial Services Inc. 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 market analysis.

Todd Donato is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he co-owns "Pump It Up," a non-investment related business where he performs accounting and weekend party management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management solutions and proprietary research to tailor investment plans according to client goals and risk tolerances.

Steven Elvin is a financial advisor at UBS Financial Services in New York, NY, with 22 years of industry experience. He has held his current position at UBS since 2014 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and diversified capital markets services.

Amy Stahl is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has been with UBS since 2009. 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, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Brian Schroeder is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS Financial Services since 2008. 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 offers proprietary research and capital markets services.

Sean Nocera is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at ADP Broker-Dealer, Inc., Carisk Partners, and Spring Lake Country Club. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad platform of financial services.

Guy Sandman is a financial advisor at UBS Financial Services with a Series 66 designation. He began his advisory career in 2025 and has prior experience in recruitment and real estate investments. 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 integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Caroline Fisher is a Series 66-licensed financial advisor with three years of industry experience, currently with UBS Financial Services in Weehawken, NJ. Prior to joining UBS in 2023, she held roles in the hospitality and retail sectors and has experience working in educational settings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm offers a range of capabilities including fee-based financial planning, portfolio management, and capital markets services.

Luke Holbritter is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Outside of his advisory role, he is involved in the food and beverage industry as a server at Maggie's Town Tavern. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances.

Alyssa Maurer is a Series 66 licensed financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2012. 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 uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Ryan Flynn is a financial advisor at UBS Financial Services with Series 66 credentials. He has been with UBS since 2025 and is based in Weehawken, NJ. Prior to his current role, his background includes various positions in education and community organizations such as Fairfield University Dolan School of Business and the Fanwood Scotch Plains YMCA. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm utilizes proprietary capital market assumptions and model-based asset allocations to tailor plans and analyses aligned with clients' goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Shawn Barth is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Robert Baird & Co., Chase Investment Services Corp., and Merrill. Barth has been with UBS since 2016 and concurrently with Curian Clearing LLC since 2014. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, using model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes custody, underwriting, market-making, and affiliated banking programs.

Litzy Pena is a Financial Advisor at UBS Financial Services with a Series 66 designation and approximately one year of industry experience. Prior to her current role, she has held various positions including roles at Columbia University and JP Morgan Chase. She has also been involved with community organizations such as the South Bronx Food Hub Collective. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a futures commission merchant, providing a broad range of capital markets and advisory solutions.

Eduardo Astorga is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work includes roles at BBVA Securities Inc., MJ Boyd, and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research from its Chief Investment Office and global teams to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services.