Mayte Gonzalez Prieto is a financial advisor at UBS Financial Services with seven years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at JP Morgan Securities and JPMorgan Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

Traci Simpson is a financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. Traci serves as an ambassador for the Expect Miracles Foundation, participating in events and helping to increase support for the charity. 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 and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jacob Buchbinder is a financial advisor at UBS Financial Services with Series 66 credentials and four years of industry experience. He previously worked at the University of Wisconsin-Madison and Roslyn Public Schools before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored financial strategies.

Luke Di Iorio is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Columbia Management Investment Distributors, Inc. from 2023 to 2025. UBS Financial Services 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 research from its Chief Investment Office and UBS Global Research to tailor client plans.

Kevin Picco is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience. He has been with UBS since 2014. 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 leverages proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Pallavi Jain is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has prior experience with Paris Consulting Group and TestMax Test Prep. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities and wealth management services through proprietary research and model-based asset allocations.

Chelsea Vingoe is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research with model-based asset allocations. The firm provides a broad range of services including fee-based financial planning, portfolio management, and capital markets activities.

Kevin Bachalis is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Ainsley Carbone is a financial advisor at UBS Financial Services with 11 years of industry experience. She has been with UBS since 2018 and previously worked at Gwfs Equities, Inc. from 2015 to 2018. Carbone holds Series 63 and Series 65 licenses. 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 services, offering a broad range of capital markets solutions alongside its advisory platform.

Jason Slifka is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Century-Tywood J3 Corp and Santa Clara University. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations through a large network of advisors. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial planning, portfolio management, and capital markets solutions.

Jake Gallin is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 credential. He has experience working at several firms including Morgan Stanley Smith-Barney and has engaged in various entrepreneurial ventures. 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 services. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Anna Wilson is a Series 66-registered financial advisor at UBS Financial Services with one year of experience at the firm. Her prior roles include positions at Trybe Labs, Arcadia, and Toca Vez, as well as involvement in education and hospitality sectors. She has also worked at the University of South Carolina and Spring Brook Country Club. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets, custody, and advisory solutions.

Taro Zimmerman is a Series 66 registered financial advisor with UBS Financial Services in Weehawken, NJ. He has been with UBS since 2026 and holds a background that includes experience at Cornell University and AlphaSights. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Omar Jallow is a CFP®-designated financial advisor with six years of industry experience. He is currently with UBS Financial Services and has previously worked at Citi Group, Ernst and Young, and Prudential Insurance. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and research-driven portfolio strategies.

Bryan Wickes 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 since 2020. Prior to UBS, he was employed at Systematic Financial Management and JDX Consulting. 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 provides a broad range of capital markets and research resources to support its advisors and clients.

Nikita Maniar is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 16 years before joining UBS in 2021. 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 according to clients’ goals and risk tolerances.

Edward Poggi is a financial advisor with UBS Financial Services, holding a Series 66 designation and five years of industry experience. His prior roles include a position at Equitable Advisors LLC and a four-year tenure at Rowan University. 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 utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Michael Murphy is a financial advisor at UBS Financial Services with eight years of industry experience. He previously worked at Gartland and Mellina Group from 2013 to 2017. Murphy serves as Treasurer and is a member of the Board of Directors for the John M. & Nancy S. Murphy Foundation, Inc. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including financial planning and portfolio management. The firm leverages proprietary research and capital market assumptions to tailor strategies and operates with a broad platform that includes institutional trading, market-making, and affiliated banking services.

Mika Ben Hur is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Their prior roles include positions at Azilis Advisory and Retirable, as well as work and study at the University of Wisconsin-Madison. Outside of advisory work, Mika has experience in the hospitality sector with Park West Tavern. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and 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 financial plans to clients’ goals and risk tolerances.

Daniel Esparza is a Series 66 licensed financial advisor at UBS Financial Services with eight years of industry experience. He has previously worked at Citibank NA for ten years before joining UBS in 2020. 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 provides proprietary research, custody, underwriting, and capital markets services.