Sanya Jolly is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has worked at UBS since 2023, following a brief tenure at Wells Fargo Advisers in 2022. Prior to her advisory career, she was affiliated with the University of Wisconsin–Madison and Syosset High School. 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, supported by proprietary research and a range of capital markets solutions.

Lisa Nicosia is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and having 24 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Patrick Darcy is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering advisory services supported by proprietary research and a broad platform of capital markets and banking services.

Whitney Vralsted is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, Whitney worked at Stockman Bank of Montana and was involved with Uberbrew Brewery for two years. 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 and portfolio management. The firm combines institutional trading capabilities with wealth management services to provide a broad range of financial solutions.

Natalie Pogue is a Series 66-licensed financial advisor at UBS Financial Services with less than one year of industry experience. Her prior roles include positions at the University of Kentucky and MiddleGround Capital. She also has experience outside finance, including managing BoomBozz Pizza and Watchbar. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering portfolio management, financial planning, and access to alternative investment products. The firm combines institutional trading capabilities with wealth management, delivering tailored advice based on proprietary research and model-driven asset allocations.

Ethan Lederman is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining UBS, he held positions at MJH Life Sciences, Party City, and the American Federation of Aging Research, among others. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and risk analysis to tailor solutions to clients’ goals.

Thomas Rosendahl is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at UBS since 2006 and at Piper Jaffray & Co since 2005. Outside of his advisory role, he is involved in real estate ownership and management through several entities. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers proprietary research and various capital markets services.

Mason Mosley is a financial advisor at UBS Financial Services with Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at UBS Securities LLC and Morgan Stanley, as well as multiple positions at Elon University and several educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.

Brian Hull is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2009 and holds a Series 63 designation. Outside of his advisory work, Hull serves on the boards of Fairfield University and Nativity Mission School and holds advisory roles with Easter Seals, Northwell Hospital Cancer Institute (where he is Chair of the Cancer Advisory Council), and the Dixon Center for Military and Veterans Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates both as an investment adviser and broker-dealer, providing a broad range of capital markets services alongside wealth management.

Andrew Kravitz is a financial advisor with UBS Financial Services in Weehawken, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he was involved with SA Ink and Gateway Investments LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Devin Hoffman is a financial advisor at UBS Financial Services, holding Series 63 and Series 66 licenses. He has one year of industry experience and previously worked at JPMorgan Chase & Co. and Fidelity Investments. Devin’s background also includes roles outside finance, such as positions at Montauk Beach House and Mikes Beer Barn. 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 through proprietary research and a broad range of capital markets services.

Angela Phillips is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 15 years of industry experience. She has been with UBS since 2009 and is also involved with the Jewish Community Center in West Orange, NJ. 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 delivers tailored advisory work using model-based asset allocations and proprietary research from its Chief Investment Office and UBS Global Research.

Michael Stepnowski is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 18 years of industry experience. He worked at Merrill from 2000 to 2019 before joining UBS in 2019. Outside of his advisory role, he operates a retail business selling t-shirts called Horsing Around. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Eric Garofalo is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney and Principal Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and capital markets solutions. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and data analytics.

Lisa Trivisone is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2005. 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. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

David Luvish is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. His prior work history includes roles at JG Wentworth, Merrill Lynch, and various positions in academic and automotive sectors. 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 uses proprietary research and model-based asset allocations to tailor financial plans and portfolios to client goals and risk tolerances.

Jaclyn Bellino is a Series 66-licensed financial advisor at UBS Financial Services in Weehawken, NJ, with 10 years at the firm and 5 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations.

Zachary Goldberg is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at DOWC. Prior to his advisory career, he spent several years in education, including roles at the University of Maryland and Montville High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-based, tailored investment strategies.

Tugba Yildiz is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. She has been with UBS since 2016, including time as a contract advisor through the Solomon Page Group. 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 delivers advisory work supported by proprietary research and model-based asset allocations.

Alexis Lombardo is a Series 66 credentialed financial advisor with three years of industry experience, currently with UBS Financial Services in Weehawken, NJ. Prior to joining UBS, Alexis held various roles at the University of Maryland and has experience in diverse sectors, including a position with Arbonne. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as financial planning, portfolio management, and access to mutual funds and alternative investments. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to support tailored client strategies.