Gregory Dobbs is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at HUB International for two years before joining UBS in 2018. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Leslie Chang is a CFP® credentialed financial advisor with 21 years of industry experience, currently with UBS Financial Services since 2013. She serves on the Board of Directors and the executive committee as Treasurer for the La Canada Flintridge Educational Foundation and volunteers as a grader for the CFA exam. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm operates with a broad platform that integrates wealth management with institutional trading and capital markets services.