Ian Mc Collam is a financial advisor at UBS Financial Services in Los Gatos, CA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at UBS Group AG, Swenson Builders Inc., Golden State Activewear, and the University of Colorado at Boulder. 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’s advisory network employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Richard Gamboa is a financial advisor at UBS Financial Services with 46 years of industry experience. He has worked at UBS since 2008 and previously spent 11 years with Citigroup Global Markets. Outside of finance, he is a self-employed musician who performs with a band. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a variety of investment products. The firm combines institutional trading capabilities with wealth management and provides research, custody, underwriting, and capital markets services.

Otis Pollard III is a financial advisor with UBS Financial Services in Atlanta, GA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved with an independent production team associated with Netflix, providing a residence for filming. 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. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Rebecca Luiza De Andrade is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously worked in various roles including real estate and pharmacy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor financial plans and portfolio management. The firm also engages in institutional trading and provides a wide range of capital markets and wealth management services.

Thomas Fitzsimons is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2010. 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 model-based asset allocations to tailor investment plans.

Mariana Picans is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2017. Outside of her advisory work, she co-owns an online stationery company, Friendly Fire Paper Ltd., where she contributes ideas for greeting card themes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, delivering tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

April Sullivan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Tiffany Reid is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services since 2014, including her current tenure beginning in 2018, and spent one year at BB&T Securities. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions including fee-based planning, discretionary management, and capital markets services.

Liling Lee is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2016 and holds Series 63 and Series 65 designations. Outside of her advisory role, she is involved with the Lee Family Trust. 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 to clients' goals and risk tolerances.

Adam Doubet is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for eight years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through a mix of 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 plans.

Jennifer Wilson is a financial advisor at UBS Financial Services in Los Angeles, CA, holding a Series 66 designation with 12 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she is involved with Spider Kellys, a restaurant and bar in Arlington, Virginia, where she serves as a hostess. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management, delivering advisory services through proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Kelley Edwards is a financial advisor with UBS Financial Services in Lee's Summit, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with UBS since 2001. Outside of her advisory work, Edwards serves as treasurer for Midwest Adaptive Sports, a charity focused on coordinating youth athletic programming, and assists with invoicing and inventory for W H Edwards Company, a wholesale snack food distributor. 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, offering a range of capital markets services and proprietary research to tailor investment solutions.

Miriamne Demarrais is a Series 66-licensed financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she has volunteered for the Democratic Town Committee in Westport, CT, supporting local campaigns. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client strategies.

Matthew Hughey is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Charles Schwab and Charles Schwab Bank, and he served in the United States Marine Corps Reserves for 10 years. 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 and offering proprietary research to support tailored client strategies.

Matthew Boynton is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Boynton manages an investment property business. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining proprietary research and model-based asset allocation with comprehensive capital markets capabilities.

Joshua Moorhead is a Series 66-registered financial advisor with UBS Financial Services in Omaha, NE, possessing four years of industry experience. His background includes roles at Ernst & Young, Northwestern Mutual, and Greystar Residential. Outside of his advisory work, he serves as a soccer referee for youth, high school, and college games. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capabilities, including institutional trading, wealth management, and capital markets services.

Jerry Qi is a financial advisor at UBS Financial Services with 19 years of industry experience. He has been with UBS since 2016 and holds the Series 63 and Series 66 designations. 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 asset allocations to tailor strategies to clients’ goals and risk tolerances.

Renee Fourcade is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She previously worked at J.P. Morgan Securities for 11 years before joining UBS in 2010. Outside of her advisory role, she is involved with Global Gaming Women, serving in a finance committee advisory capacity focused on educational programs and networking to support the development of women. UBS Financial Services serves individual, corporate, and institutional clients, offering 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 strategies to client goals.

Ian Hamilton is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 credential and nine years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner in a family partnership, Bella D&L LLC, which invests in occasional private equity deals where he is involved in accounting and investment tracking. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides tailored financial planning and portfolio management using proprietary research and model-based asset allocations.

Joseph Stephens is a Series 66-credentialed financial advisor with 10 years of experience at UBS Financial Services in Newport Beach, CA. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.