Jessie Deck is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2006. 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 research-based, model-driven financial planning and portfolio management.

Rachel Arendt is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS since 2016. Outside of her advisory work, she owns and manages rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary research and model-based asset allocations to tailor portfolios. The firm integrates institutional trading capabilities with wealth management, offering a wide range of financial products and services.

Alexander Howell is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. 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 a broad range of capital markets and lending programs.

Edward Gabrielyan is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 credential and possessing two years of industry experience. Prior to joining UBS in 2022, he worked at Peregrine Music and has been self-employed since 2017. Outside of his advisory role, he occasionally works as a pianist, performing at restaurants and tutoring students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering 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 strategies for clients.

Lisa Licini is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS Financial Services since 2008. 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 investment strategies.

Michael Quaranta is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with UBS since 1986. Quaranta serves as a member of the board of directors for Summerlin Investments, LLC, an entity used for personal asset protection purposes. 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 and operates as a broker-dealer, investment adviser, and futures commission merchant.

Frank Baldwin is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds a Series 63 designation and has been with UBS since 2008. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Jared Papin is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and over 23 years of industry experience. He has been with UBS since 2002. Outside of advising, he owns and manages short-term and long-term rental properties. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities and wealth management. The firm offers proprietary research-based portfolio management and fee-based financial planning through a large network of advisors.

Anton Tkachenko is a financial advisor at UBS Financial Services with 14 years of industry experience and a Series 66 designation. His prior roles include positions at Commonwealth Financial Network, Wallick Wealth Management, LPL Enterprise, Wealthfront, and Wedbush Securities. He is based in La Jolla, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based 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 model-based asset allocation.

Laura Fetterman is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has been with UBS since 2005. 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 delivers advice using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Karina Mendoza is a Series 66-licensed financial advisor at UBS Financial Services with seven years of industry experience. She has worked at UBS since 2019 and previously had brief tenures at Merrill Lynch. Outside of her advisory roles, she was involved with YMCA San Diego County for five years and San Diego State University for four years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using 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.

David Cynkin is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and two years of industry experience. His background includes roles at UBS since 2023 and academic positions at the University of Oregon from 2019 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and fiduciary services.

Danielle Martinez is a financial advisor at UBS Financial Services with 8 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Lincoln Financial Group, and the University of Hawaii at Manoa. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Madeleine Bricken is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017. Prior to her advisory career, she attended Denison University from 2013 to 2017. 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 offers proprietary research and affiliated banking programs.

Christian Edward Seiber 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 CETERA Advisor Networks LLC and has held roles outside finance at Sully Entertainment Group and The BXNG Club. He also has experience with the City of Del Mar. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets solutions.

Peter Martin is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2006 and also has a background at Piper Jaffray & Co dating back to 2004. He holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets and investment solutions.

Charles Kayl is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 65 and Series 63 licenses and three years of industry experience. He has held previous roles at Wells Fargo Clearing, Wells Fargo Bank, U.S. Bancorp Investments, JP Morgan Chase Bank, and served in the United States Marine Corps and Marine Corps Reserve. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Michelle Hollaender is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with UBS since 2016. Prior to joining UBS, she was involved with My Home for one year. 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 proprietary research and capital markets solutions.

Lacy Rutter is a Series 66 licensed financial advisor with UBS Financial Services in La Jolla, CA, beginning in 2024. Prior to joining UBS, Rutter held roles at the San Diego Humane Society and the Helen Woodward Animal Center. She also worked at Geppetto's Toys for four years. 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 and a research-driven investment approach.

Lynn Hunter is a Series 66-licensed financial advisor with 24 years of industry experience. She has worked at UBS Financial Services Inc. since 2020 and previously spent six years at Morgan Stanley. She is based in La Jolla, CA. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lisa Armacost is a Certified Financial Planner™ (CFP®) with five years of industry experience. She has worked at UBS Financial Services since 2011 in various roles. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, as well as capital markets and research support.

Wassim Abifaker is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 66 and Series 63 licenses and 25 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade Investors Services. 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 providing tailored financial planning and portfolio management.

Gregg Palmer is a financial advisor at UBS Financial Services with 29 years of industry experience. He previously worked at First Republic Bank and its affiliated investment firms from 2011 to 2023. Palmer holds Series 63 and Series 65 licenses and is based in La Jolla, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based 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 and model-based asset allocations to tailor client plans.

Hailey Petry is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked primarily at UBS in various capacities since 2017, including a one-year period at Torren Management, LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based 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.

Kurt Hoffman is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 credentials and bringing 30 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 offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, an investment adviser, and a futures commission merchant.

Stephen Kula is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 1996. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

George Towers III is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2021, he was affiliated with Denver United Church and Word of Life Christian Center, where he worked between 2009 and 2021. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing access to proprietary research and a broad array of capital markets solutions.

Scott Sugarman is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves on the board and the Budget and Finance committee of the San Diego Museum of Art. 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 utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Trevor Howard is a Series 66 licensed financial advisor with six years of industry experience. He is currently with UBS Financial Services and has prior experience at Edward Jones and GoSite. UBS Financial Services Inc. 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 offers a broad range of capital markets solutions.

Glenn Sage is a financial advisor with UBS Financial Services in La Jolla, CA, holding a Series 63 designation and 39 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory work, he manages a family trust focused on funding educational expenses for his grandchildren. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based strategies with institutional trading capabilities.

Micaela Murphy is a financial advisor at UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with UBS Financial Services since 2015. 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, offering a broad range of capital markets solutions alongside tailored investment strategies.

Albert Schombs III is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for six years before joining UBS in 2018. Based in La Jolla, CA, he has been with UBS for eight years. UBS Financial Services serves individual, corporate, and institutional clients through 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 deliver tailored financial planning and portfolio management.

Jeffrey Dunigan is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2010. Dunigan serves on the audit committee of the Balboa Park Cultural Partnership and acts as Secretary and CFO for The William Hall & Ruth Rathell Tippett Foundation. 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 portfolio management, financial planning, and capital markets services supported by proprietary research and model-based asset allocations.

William Campana is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Charles Schwab and Amazon. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm uses proprietary research and model-based asset allocations to tailor plans and offers institutional trading capabilities alongside wealth management services.

Gerald Goldmann is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 designations and with 38 years of industry experience. He has worked at UBS Financial Services since 2008. Outside of his advisory role, he is a co-owner of Innovation and Investments LLC, which holds real estate assets. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Justin Frame is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2020. He previously worked at Morgan Stanley Smith Barney for 11 years. Outside of his advisory role, he is involved in publishing and speaking through his business, Consilium, LLC, and co-owns Prime Emergency Services, LLC, which provides GIS and logistical support for emergency incidents. 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 and leveraging proprietary research and model-based asset allocations to tailor client strategies.

Michael Tusan is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with UBS Financial Services since 2009. 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 combines institutional trading capabilities with wealth management, offering proprietary research and a broad suite of capital markets services.

Brian Donaldson is a financial advisor with UBS Financial Services in La Jolla, CA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he has a family connection to an information technology consulting company through his wife's ownership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers research-based, model-driven investment solutions tailored to clients' goals and risk tolerances.