Claudia Ramirez is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 18 years of industry experience. She previously worked at Rockefeller Financial LLC and Wells Fargo Clearing. 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 provides a range of financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocations.

Connor Whalen is a financial advisor with UBS Financial Services in El Segundo, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at Tesla, F45 Training, and Adidas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers services including financial planning, portfolio management, and capital markets activities.

Jamie White is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fee-based financial planning with discretionary and non-discretionary portfolio management and access to alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Yasha Maylamyan is a financial advisor at UBS Financial Services with a Series 66 designation and experience in the financial industry beginning in 2025. Prior to joining UBS, Yasha worked at U.S. Bank N.A. and has held roles in various sectors including banking and retail in Armenia and the United States. 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 employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Veronica Kern is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, J.P. Morgan Securities, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research, model-based asset allocations, and a fiduciary financial planning approach. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Luca Caligo is a financial advisor with UBS Financial Services, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at the County of Sonoma, Kern County, and various retail and educational institutions. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor investment solutions. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial services.

Noelle Calara is a financial advisor at UBS Financial Services with Series 66 credentials and no prior industry experience. She has worked at UBS since 2025 and previously held positions at Fidelity Investments and Northwestern Mutual. Calara also has a background linked to the University of Washington and experience with the Husky Union Building and local schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of portfolio management, financial planning, and capital markets solutions. The firm integrates institutional trading capabilities with wealth management, delivering advisory work supported by proprietary research and model-based asset allocations.

Gino Stumpo is a financial advisor at UBS Financial Services in El Segundo, CA, with 25 years of industry experience. He has been with UBS since 2000 and holds a Series 66 designation. Outside of his advisory role, he assists family members with the financial aspects related to a commercial furniture manufacturing business. 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 and offers proprietary research and a wide range of capital markets solutions.

Tejas Lolge is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Capital Group and has a background that includes five years at the University of California, Riverside. 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 plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Donald Moulton is a financial advisor with UBS Financial Services in El Segundo, CA, holding a Series 63 designation and 47 years of industry experience. He has been with UBS Financial Services since 1990. 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 provides customized financial planning and portfolio management using proprietary research and model-based asset allocations.

Emmee Sarmiento Ferguson is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS since 1999. Outside of her advisory role, she serves on the finance committee of the Providence TrinityCare Hospice Foundation, providing oversight of the organization’s financial operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals and risk tolerances.

Christopher Barra is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Barra serves as an adjunct professor of military science at UCLA. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans.

Gustavo Amaral is a financial advisor with UBS Financial Services in El Segundo, California, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Amaral serves on the Board of Directors at the University of California, where he helps organize events and coordinate speakers. UBS Financial Services serves individual, corporate, and institutional clients with a range of 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 additional capital markets and banking products through its platform.

William Fortner is a financial advisor at UBS Financial Services with 45 years of industry experience. He has been with UBS since 1980 and holds a Series 63 designation. 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, leveraging proprietary research and a broad platform of capital markets and lending solutions.

Violeta Mollova is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and seven years of industry experience. Her work history includes roles at UBS Financial Services, Evoke Advisors, Sifel, Nicholaus & Company, JPMorgan Chase Bank, J.P. Morgan Securities, and Citibank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor plans. The firm provides a broad range of services including discretionary portfolio management, financial planning, and capital markets activities alongside wealth management.

Kathryn Mogg is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 66 designation and has been with UBS Financial Services Inc. since 2011. 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 research-driven, model-based investment strategies tailored to client goals and risk tolerances.

Chase Marion is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Before joining UBS, he held positions at Genoa Partners and One Source Industries. His background also includes involvement with the Newport Beach Tennis Club and TOCA Football. UBS Financial Services Inc. 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 and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nisha Kijkanakorn is a financial advisor at UBS Financial Services with Series 66 credentials and no prior industry experience. Her background includes roles in education at the University of Southern California, Wesley College, and Bangkok International Preparatory and Secondary School. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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 strategies.

Luis Sampedro is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Kency Azurdia is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, Azurdia worked at Rohe Levy Financial and Insurance Services and held various roles in retail and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions through its proprietary platforms.

Daniel Delarosa is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Trilogy Financial, Si!mon, and Bantam. Outside of advising, he is also licensed as a life and health insurance agent. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Ryan Halperin is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work experience in the restaurant industry and education. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Leonardo Edo is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Uber and the University of Chicago. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances.

Christine Lee is a financial advisor at UBS Financial Services with 30 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research, capital markets services, and securities-backed lending programs.

Mark Sikorski is a financial advisor with UBS Financial Services in El Segundo, CA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with UBS Financial Services since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing access to proprietary research, capital markets services, and affiliated banking programs.

Jacob Granados is a financial advisor with UBS Financial Services in El Segundo, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Matthew A. Hall CPA and STFIEL, as well as work outside finance with Harbour Surfboards and Redhawk Golf Course. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including portfolio management and financial planning. The firm blends institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.