Nora Burke is a financial advisor with UBS Financial Services, holding a Series 66 designation and six years of industry experience. She has been with UBS Financial Services Inc. since 2018 and previously worked at Computing Concepts Inc., Wag, and Sanctafide M&A Financial Advisors LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 plans to clients' goals and risk tolerances.

Colin Hart is a financial advisor with UBS Financial Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at OfficeWell, Cobham Park Farm, and Instawork. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based strategies to tailor plans according to clients’ goals and risk tolerances. The firm offers a wide range of services including fee-based financial planning, portfolio management, and capital markets activities.

Adeel Eijaz is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. 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 plans to client goals and risk tolerances.

James Nelson is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously been involved with organizations such as the College for Social Innovation and Fathers' UpLift. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities, offering services that include financial planning, discretionary portfolio management, underwriting, and securities lending.

Griffin Phares is a Series 66 licensed financial advisor with UBS Financial Services in Weehawken, NJ, and has been with the firm since 2024. Prior to his advisory role, he held positions at Proper Hospitality and Elite Skills and Performance LLC, as well as experience in the food service and education sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of investment and capital markets solutions.

Steven Mortelliti is a financial advisor at UBS Financial Services with the Series 66 designation and one year of industry experience. His career includes roles at UBS and GGH Morowitz, as well as time spent as a full-time student and in entrepreneurial ventures such as Gear-Up Paintball. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of solutions including fee-based financial planning, portfolio management, and capital markets services.

Jake Donnenfeld is a Series 66 licensed financial advisor with UBS Financial Services in Weehawken, NJ, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he is a partner in an LLC that manages a family-inherited rental property in Manhattan. 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor advice to clients’ goals and risk tolerances.

John Moyle is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including fee-based planning and portfolio management.

Luc Musumeci is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior experience at Stone Point Capital and WePlayed. UBS Financial Services serves individual, corporate, and institutional clients through 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 services and relies on proprietary research and model-based asset allocations to tailor investment strategies.

Alexandra Fiorenzi is a Series 66-licensed financial advisor with UBS Financial Services, where she has worked since 2017. She has four years of industry experience, including a prior role at the Sidney Hillman Institute for Family Health. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm operates with institutional trading capabilities alongside wealth management services.

Bonifacio Chacon is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at UBS since 2016, including his current role since 2023. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jason Broyles is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked previously at GWFS Equities, Scottrade, and Edward Jones. Outside of finance, he is involved in Jason Broyles Music. 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 and research resources.

Miraj Gharti Chhetry is a financial advisor at UBS Financial Services with a Series 66 designation and five years of prior experience running Chhetry & Associates P.C. from 2017 to 2025, along with freelance work between 2015 and 2020. He is based in Weehawken, NJ. 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 strategies. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets activities.

Dean Cannon is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. His prior background includes roles outside of finance, such as positions at Aesthetic Improvement and Trustco Bank, as well as experience in education and small business operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers financial planning, portfolio management, and other capital markets services supported by proprietary research and model-based asset allocations.

Sung Hong is a financial advisor with UBS Financial Services, holding a Series 66 designation and 16 years of industry experience. He has been with UBS Financial Services since 2006. 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 solutions tailored using proprietary research and model-based asset allocations.

Andrew Strauss is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with UBS Financial Services since 2013. 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 integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a range of capital markets activities.

Maria Torrent Caldas is a CFA® charterholder and holds the Series 66 license, with four years of industry experience. She has worked at UBS Financial Services since 2021 and previously spent five years at Zurich Insurance Group. Based in Weehawken, NJ, she currently serves clients through UBS Financial Services. 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 combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Joshua Lovit is a financial advisor at UBS Financial Services with a Series 66 designation. He has previously worked at Everest Reinsurance and holds experience from various roles including time at Dickinson College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Landon Bauer is a Series 66-licensed financial advisor with UBS Financial Services in Weehawken, NJ, bringing two years of industry experience. Prior to joining UBS in 2024, he held positions at the Augusta National Masters Tournament and Euronext FX, among others. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment products and capital markets solutions.

Don Brooks is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2005 and holds a Series 63 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, underwriting, and capital markets services.