Chicago, IL North Wacker Drive Office

Lucia Fiumara is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 1996. Outside of her advisory role, she serves as Program Director for the Northwest Illinois Human Resource Council, managing events and diversity, equity, and inclusion initiatives, and is a member of the Board of Advisors at Illinois Tech. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. Its advisory network uses proprietary research and model-based asset allocations to create tailored financial plans aligned with clients’ goals and risk tolerances.

Jonathan Glyman is a Series 66-licensed financial advisor with UBS Financial Services in Chicago, IL, where he has worked since 2014. He has six years of industry experience. 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, providing a broad range of capital markets and advisory solutions.

Kirk Ongman is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with UBS Financial Services since 2005. 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 and provides proprietary research and affiliated banking solutions.

Julie Ford is a financial advisor at UBS Financial Services with 33 years of industry experience. She has been with UBS since 2013 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Karl Engebretson is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at UBS Financial Services since 2017 and previously at Insight Consulting Group from 2015 to 2017. He is based in Chicago, IL. 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 leverages proprietary research and model-based asset allocations to tailor client strategies.

Martin Sosna is a financial advisor at UBS Financial Services with a Series 66 designation and no prior industry experience. He previously worked at Marquette Associates and has an academic background from Miami University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and customized financial planning.

Ortal Shachar is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2007. Outside of her advisory role, she serves as a Hebrew teacher at Temple Sholom in Chicago. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Kenneth Walton is a financial professional with five years of industry experience, currently affiliated with UBS Financial Services. He holds a Series 66 designation and has prior experience with firms including Cetera Wealth Services and Wealth Strategies Financial Group, where he was also involved in fixed insurance sales. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services and provides comprehensive financial solutions.

William Read III is a financial advisor with UBS Financial Services in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he owns and manages Creekside Stables, is president of the Naperville Riding Center, serves as treasurer of the Naperville Polo Club, and sits on the advisory board of Stonebridge Country Club. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides a broad range of capital markets and research services.

Ronan Tipan is a financial advisor with UBS Financial Services in Chicago, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2003. Outside of his advisory role, he creates and sells original artworks through his sole proprietorship, RoTip Art Products. 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 a range of solutions including financial planning, portfolio management, and distribution of mutual funds and alternative products.

Allen Carter Jr. is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 1993 and holds Series 63 and Series 65 designations. 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 client plans.

Andres Sotomayor is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 63 designation with eight years of industry experience. He previously worked at J.P. Morgan in various roles from 2016 to 2026, including J.P. Morgan Investment Management and JP Morgan Securities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. Advisors at UBS use proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Vincenzo Fiumara is a financial advisor at UBS Financial Services in Chicago, IL, holding a Series 66 designation with six years of industry experience. He has been with UBS Financial Services since 2016. 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 uses proprietary research and model-based strategies to tailor plans to clients’ goals and risk tolerances.

Tawana Campbell is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 66 credentials. 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 and advisory solutions.

Patrick Millian is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. He has been with UBS Financial Services Inc. since 2008. 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 and a range of capital markets solutions.