Heather Mount is a Certified Financial Planner (CFP®) with 18 years of experience in the financial services industry. She has been with UBS Financial Services since 2015. Outside of her advisory work, she serves on the Board of Directors for the Girl Scouts of Citrus Council, participating in governance and finance committee decisions. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, utilizing proprietary research and model-based strategies to tailor investment plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services to provide a broad range of financial solutions.

Rasheeda Brix is a financial advisor with UBS Financial Services in Winter Park, FL, holding a Series 66 license and having 16 years of industry experience. She has been with UBS Financial Services 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 and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Pranjal Mehta is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is a silent partner and investor in a real estate holding company associated with a franchise restaurant business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Jared Pillar is a financial advisor with UBS Financial Services in Winter Park, FL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Advisors at UBS utilize proprietary capital market assumptions and global research to tailor plans according to clients’ goals and risk tolerances.

John Riggle is a financial advisor with UBS Financial Services in Winter Park, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with UBS Financial Services since 2009. 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 by offering proprietary research, capital markets services, and affiliated lending programs.

Emily Suazo is a Series 66 licensed financial advisor with UBS Financial Services, based in Winter Park, FL, with two years of industry experience. Prior to joining UBS, she worked at Dexian and has diverse experience including roles at Opus Coffee, University of Florida, Shells Seafood, and Strawberry Crest Highschool. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk profiles.

Alison Barnes is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. She has also founded Alison Brooke Designs, a jewelry and jewelry dish business that she operates alongside her advisory role. Prior to her current position, she worked at St. John's Preparatory School for seven years. 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 services and offers a broad range of capital markets and research resources.

Richard Berardo is a financial advisor with UBS Financial Services in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as guardian and trustee for his sister and as personal representative for his mother-in-law's estate. UBS Financial Services serves individual, corporate, and institutional clients, 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 allocations to tailor investment strategies.

Jerrey Thurston is a Certified Financial Planner® with 24 years of industry experience, currently with UBS Financial Services since 2009. He serves on the board of Sol Blazers Lacrosse, an organization promoting girls lacrosse in Central Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans.

Dennis Donovan 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 2019. Prior to joining UBS, Donovan held roles with the San Diego Padres and Miami Marlins, as well as The Cheesecake Factory. 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 services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Christopher Di Felice is a financial advisor with UBS Financial Services in Winter Park, FL. He holds a Series 66 designation and has one year of industry experience, including previous roles at Truist Financial Corporation and LanderGroup. He attended the University of Tennessee - Knoxville from 2019 to 2024. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Jeisier Gonzalez is a financial advisor with UBS Financial Services in Winter Park, FL, holding Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, Charles Schwab, and experience in real estate and education. UBS Financial Services serves individual, corporate, and institutional clients, combining brokerage and advisory services with capital markets capabilities. The firm uses proprietary research and asset allocation models to tailor financial plans to clients’ goals and risk tolerances.

Brian Liden is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2012 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Corey Dangelo is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2014. Outside of his advisory role, he was involved with the Wagon Wheel Flea Market and the University of Central Florida. 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 uses proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

Samuel Glickman is a CFP®-designated financial advisor at UBS Financial Services with two years of industry experience. He has worked at UBS Financial Services since 2021, including a prior one-year role at PNC Wealth Management. 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 uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Asu Greer is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 14 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, delivering advisory work supported by proprietary research and model-based asset allocations.

David Walker is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with UBS since 1981. 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 employs proprietary research and model-based asset allocations to tailor client plans.

Elizabeth Stewart is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Wells Fargo Advisors, Morgan Stanley, and several positions outside the financial sector, including hospitality and food service. She also participates minimally in food delivery services through DoorDash and UberEats. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings with a range of financial planning and portfolio management services. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and operates with both institutional trading capabilities and wealth management services.

Kody Gabay is a financial advisor at UBS Financial Services with the Series 66 designation and starting in 2025. Prior to joining UBS, he held roles at PrimeRevenue, Jabian Consulting, and Costco, among others. 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, utilizing proprietary research and model-based asset allocations tailored to client goals.

Carlos Matos is a financial advisor at UBS Financial Services with a Series 66 designation. He began his career at UBS in 2025 and previously was affiliated with the University of Florida. 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 supported by proprietary research and institutional trading capabilities.

Larson Inauen is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS, Larson held various positions primarily in education and service industries. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining model-based asset allocation and research to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management, operating as both an investment adviser and futures commission merchant.

Amit Patel is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held positions at Celine, BNY Mellon, and National Due Diligence Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and global resources to tailor strategies to clients' goals and risk tolerances.