Carolin Botzenhardt is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. Her career includes roles at Deutsche Bank and Wells Fargo, spanning over 17 years before joining UBS in 2022. She serves on the finance committee of the Institute of Contemporary Art in San Diego, where she helps manage the organization’s financial health. 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 and utilizing proprietary research and model-based asset allocations to tailor client plans.

Casey Rader is a CFP® and Series 66 registered financial advisor with 22 years of industry experience. He has been with UBS Financial Services Inc. since 2013 and is based in La Jolla, CA. Outside of his advisory role, he serves as a notary public. 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 a broad range of capital markets and research resources.

James Lugannani is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he serves on several nonprofit and community boards, including NAMI Contra Costa, Alameda Health System, and The Arc of San Francisco. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Jennifer Dunn is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, she worked with organizations including the Academy of Country Music, the Los Angeles Chargers, Fox Sports, USC Football, and the University of Southern California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including discretionary portfolio management and capital markets solutions.

Colin Parker is a financial advisor at UBS Financial Services in La Jolla, CA, holding a Series 66 designation with 11 years of industry experience. He previously worked at Merrill from 2012 to 2016 and has been with UBS since 2018. 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 strategies to client goals and risk tolerances.

Bradley Maienschein is a financial advisor at UBS Financial Services in La Jolla, CA, with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Morgan Stanley Smith Barney LLC, as a self-employed trader, and at Gelber Group. Maienschein has been with UBS Financial Services since 2019. UBS Financial Services 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.

Rosamond Moylan is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and five years of industry experience. Her work history includes positions at UBS, GID, and Second Beach, as well as roles outside the financial sector such as at TwoTen Oyster Bar and Boston College. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to customize financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes brokerage, investment advisory, custody, and capital markets functions.

Austin Gilbertson is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has held various roles, including positions at Pace University and involvement with GMC Basketball Academy, LLC. Gilbertson’s background includes both financial services and educational environments. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of offerings including fee-based financial planning and portfolio management.

Anna Harrington is a financial advisor at UBS Financial Services in La Jolla, CA, holding a Series 66 designation with one year of industry experience. She has been with UBS Financial Services Inc. 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 asset allocation models to tailor client strategies.

Christopher Radici is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Radici is a proprietor of a real estate business in Mesa, AZ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining wealth management with institutional trading capabilities and offering a range of financial planning and portfolio management solutions.

Andrew Galewski is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and 27 years of industry experience. He has been with UBS since 2009. 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 provides research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Braydon Hamilton is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2008. Prior to UBS, he spent over a decade at Morgan Stanley in various capacities. He serves on the board of directors as treasurer for the Juvenile Diabetes Research Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored using proprietary research and model-based asset allocations.

Michael Anderson is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has worked at UBS Financial Services since 2021 and previously spent nine years at Robert Baird & Co. 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 supports its advisors with proprietary research and model-based asset allocations.

Glenn Mosier is a financial advisor at UBS Financial Services with 53 years of industry experience. He has been with UBS since 1983. Mosier serves as an advisory board member for a 501(c)(3) foundation and is a member of the board of directors for a trade or industry association focused on accelerating innovation in the San Diego area. 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 and offers a broad range of capital markets services.

Stephen Lafata is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and 16 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets products through its platform.

Katherine Tschida is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Morgan Stanley and LPL Financial. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and banking services.

John Marsh is a Series 66-licensed financial advisor with UBS Financial Services in La Jolla, CA, where he has worked since 2008. He has 18 years of industry experience. Marsh serves on the boards of the Ronald McDonald House of San Diego and the LHON Collective, focusing on advisory and fundraising efforts as well as supporting rare disease research. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering customized financial planning, portfolio management, and access to alternative investment products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.