Abraham Azar is a financial advisor with UBS Financial Services in Irvine, CA, holding the Series 66 designation and three years of industry experience. His prior work includes positions at several law firms, including Jeffer Mangels Butler & Mitchell LLP and Dechert LLP. 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 offerings. The firm uses proprietary research and model-based asset allocations to tailor investment plans and provides fiduciary financial planning services when engaged.

Justin Equitz is a Certified Financial Planner® at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Cheryl Gee is a CFP® and holds a Series 66 license with 21 years of experience in the financial industry. She has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform that includes custody, underwriting, and capital markets functions.

Peter Tunney is a financial advisor with UBS Financial Services in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2008. Tunney served as a board member and treasurer for A Window Between Worlds, a nonprofit providing art therapy to victims of trauma, from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, delivering customized plans based on proprietary research and model-based asset allocations.

Keith Tran is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities.

Cameron Price is a financial advisor at UBS Financial Services with seven years of industry experience. He has worked at UBS since 2018 and previously held roles at Abercrombie & Fitch and Millennium Systems. He holds a Series 66 designation and is based in Irvine, CA. 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 and provides proprietary research 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.

Jammie Hunter is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, PNC Investments LLC, Morgan Stanley, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor solutions to clients’ goals and risk tolerances.

Howard Woo is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. 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 client strategies. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Katzaroff is a financial advisor at UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at Painewebber Incorporated since 1988. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk profiles.

Connor Cole is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2021. Prior to his advisory role, he was employed at Property Prep and has a background that includes roles at California Lutheran University, Handel's Ice Cream, and Bishop Montgomery High School. 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.

Tyler Masukawa is a financial advisor at UBS Financial Services with eight years of industry experience. He has been with UBS since 2017 and previously worked at Capital Group for one year. He holds the Series 66 designation and is based in Irvine, CA. 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 integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Clinton Gee is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Karen Dryer is a financial advisor at UBS Financial Services with 18 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Patricia Bacho is a financial advisor at UBS Financial Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and UBS Financial Services. Outside of her advisory role, she is employed as an administrative employee at Supan Detailing Services, Inc. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Dana Terry is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he advises his spouse on business decisions related to the manufacturing of green coffee bean powder and oil through a family-owned enterprise. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Sasha Kottmeier is a financial advisor with UBS Financial Services in Irvine, CA, holding a Series 66 designation and having 26 years of industry experience. Kottmeier has been with UBS since 2005 and is also the sole owner of Anarchy Motorcycles, a business involved in buying and selling motorcycles, cars, and real estate. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, integrating proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Yvette Wright is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 66 and Series 65 licenses and 12 years of industry experience. Her prior roles include positions at Lincoln Financial Distributors, Purshe Kaplan Sterling Investments, Miramontes Capital, and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Steven Nassau is a financial advisor at UBS Financial Services with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 plans to clients’ goals and risk tolerances.

Alexander Roth is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has 10 years of industry experience, including 11 years at UBS. Outside of his advisory role, Roth operates a small music recording, videography, and promotional business called Free Foundations. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and 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 advice to client goals and risk tolerances.

Jaime Lowry is a financial advisor at UBS Financial Services with 16 years of industry experience and holds the Series 66 designation. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary market insights and a range of financial planning and portfolio management services.

Katy Chen is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with UBS since 2016. 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, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Sean O Day is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill for five years and Lending Club for one year. Before entering finance, he worked at Bubba Gumps for three years. 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 solutions.

Danny Koh is a financial advisor at UBS Financial Services in Irvine, CA, with five years of industry experience. He holds the Series 66 designation and has previously worked at First Republic Investment Management, First Republic Securities Company, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets solutions through its platform.

Robert Carver is a financial advisor at UBS Financial Services in Irvine, CA, holding a Series 66 designation with 18 years of industry experience. He has been with UBS Financial Services since 2007. Outside of his advisory role, he serves as a trustee for a life insurance trust. 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 uses proprietary research and model-based asset allocations to tailor financial plans.

William Thompson is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has been with UBS since 2017. Prior to joining UBS, he worked at Sauers Lopez Construction and Nordstrom. 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 utilizes proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Kristin Landis is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney for 14 years before joining UBS in 2023. Outside of her advisory role, she is an independent sales consultant for Mary Kay, selling cosmetic and skin care products. 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 to tailor investment strategies to clients’ goals and risk tolerances.

James Dahl is a financial advisor at UBS Financial Services with 26 years of industry experience. He has worked at Painewebber Inc since 1999. Dahl serves on the boards of the Lake Arrowhead Yacht Club and the Cypress Community Association, and he is the president of the Sigma Alpha Epsilon Orange County Area Alumni Association. 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. The firm uses research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Carrie Katzaroff Hennessey is a financial advisor at UBS Financial Services with five years of industry experience. She has been with UBS since 2016 and previously worked with Machine Control Technologies, Inc., Tapley Corporation, and Jaime Contreras, M.D. 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 and offers a wide range of capital markets and research resources.

Henry Robertson is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining UBS, he worked at Wilmington Trust Company, StrategIQ Financial Group, Bank of America, and Merrill. 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 plans aligned with clients’ goals and risk tolerances.

Timothy Tunney Jr. is a financial advisor with UBS Financial Services in Irvine, CA, holding a Series 63 designation and bringing 44 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Tunney serves on the Orange County Treasurer's Advisory Committee and is Treasurer and a board member of the Lincoln Club of Orange County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and a broad range of investment products.

Luke Schell is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2022. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, utilizing proprietary research and model-based asset allocations to tailor client plans.

Gary Roth is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Roth serves on the investment committee for The Community Foundation, which supports local charities, and acts as a trustee for the William Eagleton Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets, custody, and lending solutions.

Taylor Thompson is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Outside of his advisory role, Thompson serves on the Board of Directors for the Achievement Institute of Scientific Studies, a nonprofit providing STEM-focused programs for high-achieving economically disadvantaged students. UBS Financial Services serves individual, corporate, and institutional clients, offering a combination of brokerage and investment advisory services including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Velios Kodomichalos is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Wilmington Trust NA and Randwick Advisory Services. Outside of his advisory role, Kodomichalos serves as part-time CFO for a digital media company and chairs the Beverly Hills Bridge Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research with institutional trading capabilities to deliver tailored financial planning and portfolio management.

Nicholas Katzaroff 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 at firms including Flywheel Digital LLC, Similarweb Ltd., Point72 Asset Management, and Wilshire Associates. 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 supported by proprietary research and model-based asset allocations.

Toma Kay is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. Prior to joining UBS in 2020, Kay worked at Wells Fargo Clearing and Morgan Stanley Smith Barney. Outside of finance, Kay owns a single-family rental property in Lake Elsinore, CA. UBS Financial Services 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, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christopher Price is a financial advisor with UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2008. Outside of advising, Price holds a 45% ownership interest in Millennium Systems, LLC, a web hosting and colocation company, and serves as an advisory board member for Tall Umbrella, a software company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management with institutional trading capabilities, offering a wide range of capital markets services.

Antwone O'Quinn is a financial advisor at UBS Financial Services in Irvine, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, where he accumulated 17 years of experience prior to joining UBS. 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, supported by proprietary research and a broad range of capital markets functions.

Jolene Albrecht is a financial advisor with UBS Financial Services in Irvine, CA, holding a Series 63 license and 28 years of industry experience. She has been with UBS since 2014. UBS Financial Services Inc. 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 investment plans to clients’ goals and risk tolerances.