Bridget Stoner is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds the Series 66 designation and has been with UBS since 2012. Outside of her advisory role, she is involved in direct marketing through selling hair and skincare products with Monat. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor solutions based on proprietary research and market analysis.

Milenia James is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021, alongside roles at NYU Langone and Dotdash Meredith. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services to provide a broad range of financial solutions.

Scott Meyersburg is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 7 years of industry experience. He has been with UBS since 2010. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions. 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.

Dante Puleo is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Vista Finance Group and Pre IPO Insiders, as well as academic appointments at Indiana University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Benjamin Grayson is a Series 66 licensed financial advisor affiliated with UBS Financial Services, with six years of industry experience. He previously worked at UBS Asset Management for ten years before joining UBS Financial Services. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Sheren Cheng is a financial advisor at UBS Financial Services with seven years of industry experience. She has held roles at UBS since 2019 and previously worked at ApTask from 2017 to 2019. Cheng holds Series 63 and Series 65 licenses. 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, utilizing proprietary research and model-based asset allocations to tailor client plans.

Luke Bitler is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Davidson Capital Advisors and Family Asset Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including discretionary portfolio management and fee-based financial planning.

Harrison Tsavaris is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Morgan Stanley and has a background that includes four years at Landith Realty. UBS Financial Services Inc. 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 services, supported by proprietary research and a broad range of capital markets solutions.

Shiv Patel is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining UBS, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has experience across diverse sectors including healthcare and hospitality. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Kuczarski is a financial advisor at UBS Financial Services in Weehawken, NJ, holding the CFP® and Series 66 designations with nine years of industry experience. He has been with UBS since 2017 and previously worked at Indeed.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm blends institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its client solutions.

Mariel Izquierdo is a financial advisor with UBS Financial Services in Weehawken, NJ, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she is a silent partner in a real estate investment LLC. 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 client strategies. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets, advisory, and lending solutions.

Kornelia Potomska is a financial advisor with UBS Financial Services in Weehawken, NJ. She holds a Series 66 designation and has two years of industry experience. Prior to joining UBS in 2023, she held positions at Brooklyn College and worked in other roles outside the financial industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Alessandra Hoopes is a Series 66–licensed financial advisor with UBS Financial Services in Weehawken, NJ, where she has worked since 2025. She has one year of industry experience and has held various roles including academic positions and involvement with adventure and educational programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to customize financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and advisory solutions.

Dana Sudol is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2006 and holds a Series 63 designation. Outside of her advisory role, she conducts informational seminars and assists with membership orders for Team National Companies, a private organization unrelated to investment services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of capital markets and planning solutions.

Emily Nguyen is a financial advisor with UBS Financial Services in Weehawken, NJ. She holds a Series 66 designation and joined UBS in 2026 after completing her studies at the University of Virginia. Prior to her advisory role, she worked in education at Carter G. Woodson High School and Frost Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning, portfolio management, and capital markets services. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Yan Hu is a CFA® charterholder and holds a Series 63 license, working with UBS Financial Services in Weehawken, NJ. Yan has been with UBS since 2013, accumulating 13 years of experience. 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 provides research-driven, model-based asset allocation to tailor plans to client goals and risk tolerances.

Eileen Sullivan is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2001 across various entities. Outside of her advisory role, she serves as Treasurer for The Afragola Family Foundation, a charitable organization. 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 utilizes proprietary research and asset allocation models to tailor plans to clients' goals and risk tolerances.

Benjamin Maier is a financial advisor with UBS Financial Services, holding a Series 66 designation and six years of industry experience. His prior roles include five years at UBS Switzerland AG and five years at Bank J. Safra Sarasin AG. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Joel Posligua is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and has been involved with the Massapequa Soccer Club as a soccer coach since 2019. Additionally, he operates a social media page dedicated to his dog. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering services including financial planning, portfolio management, market-making, and capital markets activities.

Tyson Thomas is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Houlihan Lokey and JP Morgan Chase, along with academic experience at Stanford University. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and capital market models to tailor plans to clients’ goals and risk tolerances.