Farhad Tajali is a Series 66 licensed financial advisor with 18 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management and offers a broad platform including custody, underwriting, and capital markets services.

Daniel Horowitz is a financial advisor at UBS Financial Services with one year of industry experience. He holds Series 63 and Series 65 designations and previously worked at Equitable Advisors, LLC, as well as a variety of other organizations including Yeshiva University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of solutions such as fee-based financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Jeffrey Spencer is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. 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, supported by proprietary research and a broad range of financial solutions.

Dante Oriente is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with UBS since 2015. 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, leveraging proprietary research and institutional trading capabilities.

Scott Deluca is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Deluca serves on the Securities Industry Financial Markets Association (SIFMA) E-comms and Records Forum, advising on related industry matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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, supported by proprietary research and a broad range of capital markets solutions.

Janine Sebik is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management services.

Joshua Tillman is a financial advisor at UBS Financial Services, holding a Series 66 designation with one year of industry experience. His prior work includes roles at 1847Financial and Rutgers University, as well as experience in education and the hospitality industry. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides a broad range of capital markets and advisory services.

Claire Carter is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at UBS Financial Services. She worked in education at the University of Delaware before joining UBS in 2017. Outside of her advisory role, Claire teaches yoga classes through Brazen Athletics. UBS Financial Services serves individual, corporate, and institutional clients with 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 uses proprietary research and model-based asset allocations to tailor client solutions.

Amanda Ryan is a financial advisor at UBS Financial Services with 14 years of industry experience. She has held previous roles at Merrill from 2011 to 2018 before joining UBS in 2018. Ryan holds the Series 66 designation. 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 leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Luis Cardoso is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has held various roles within UBS-affiliated entities since 2010. Outside of his advisory work, he manages the financials for Favinha Wines LLC, a wine production business owned by his wife. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor plans to clients' goals. The firm operates across multiple financial services, including principal trading, underwriting, and futures commission merchant activities, alongside wealth management.

Zachary J. Sullivan is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with UBS Financial since 2015. 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 to deliver tailored investment solutions.

Salvatore Sofia Jr. is a financial advisor with UBS Financial Services based in Weehawken, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with UBS Financial Services since 2012, including nine years at the Puerto Rico branch. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research, model-based asset allocations, and comprehensive capital market capabilities. The firm operates as both an investment adviser and broker-dealer, combining institutional trading functions with wealth management services.

Meghan O'Connor is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2026, she worked for seven years in the Westfield School District and attended the University of Florida for four years. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 plans to clients’ goals and risk tolerances.

Daniel Fuchs is a financial advisor at UBS Financial Services with 19 years of industry experience. He has been with UBS since 2009 and holds a Series 66 designation. 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 proprietary research and capital markets services.

Maria Andrade Coba is a financial advisor at UBS Financial Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2019. Prior to UBS, she held roles at Cyberthink Staffing, Santander Bank, and HSBC Bank. UBS Financial Services serves individual, corporate, and institutional clients by offering 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 and model-based asset allocations to tailor investment plans.

Nicholas Macia is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has 17 years of industry experience, having worked at Merrill, Bank of America, and UBS since 2008. 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.

Russell Friedman is a financial advisor at UBS Financial Services with a Series 66 designation. He has been with UBS since 2022 and has prior experience in various roles across different industries, including positions at Commvault and Villa Restaurant Group. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad set of capital markets and advisory solutions.

Haley Jackson is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked in retail and food service before joining UBS. Haley is an unpaid intern with Global Enterprises Management Solutions, LLC, a startup focused on hospitality and tourism, where she conducts research on potential partnerships and expansion opportunities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Alexis Chia is a financial advisor at UBS Financial Services with a Series 66 designation and approximately one year of experience at the firm. Prior to UBS, Alexis worked at LGT Bank Singapore and has held academic positions at Georgetown University and Tufts University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, employing proprietary research and model-based asset allocation to tailor strategies aligned with clients’ goals and risk tolerances.

Sofia Balbis is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and has worked at UBS Securities LLC since 2024. Prior to her advisory career, she was involved with the Fellowship of Christians in Universities and Schools and attended Wake Forest University. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.