David Forrest is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with UBS since 2014. Outside of advisory work, he is involved in real estate ventures, including advising on financing, architecture, construction, and engineering for a partnership based in Austin, TX. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor investment plans. The firm combines wealth management services with institutional trading capabilities and offers a broad range of capital markets and advisory services.

Gretchen Buehner is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with UBS Financial Services since 2004. 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 and offers a range of capital markets services through its integrated platform.

Robert Allen is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with UBS Financial Services since 1994. 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 financial plans and portfolios to clients' goals and risk tolerances.

Gianna Drake Kerrison is a financial advisor with UBS Financial Services in Newport Beach, CA, holding the Series 63 designation and bringing 42 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with a broad platform that includes fiduciary financial planning, portfolio management, and capital markets services.

Timothy Bremner is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with UBS Financial Services since 2014. 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.

Blake Foster is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Lara Pokutta is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation. She has been with UBS since 2026 and has a background that includes positions at Lincoln International, Alliance Bernstein, and multiple roles at Vanderbilt University. 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 provides fee-based financial planning, discretionary and non-discretionary portfolio management, and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Tyler Smith is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. Outside of his advisory role, Smith serves as an assistant coach for Simply Pure Baseball Club & Academy, a nonprofit youth baseball organization. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Alice Abdalian is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Ryan Hollaender is a financial advisor with UBS Financial Services in Newport Beach, CA. He holds a Series 66 designation and has 16 years of industry experience, including over 17 years with UBS Financial Services. 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 asset allocations tailored to clients' goals and risk tolerances.

Jeffery Hamilton is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with UBS Financial Services in Newport Beach, CA since 2013. UBS Financial Services Inc. 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 services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Diane Lara is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds the Series 66 designation and has been with UBS since 2009. 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 provides research-driven, model-based asset allocation tailored to clients' goals and risk tolerances.

Gage Gomez 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 2024. Prior to joining UBS, he was affiliated with Hotlix and attended the University of California, Santa Barbara. 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.

Nila Villasenor is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds a Series 66 designation and has been with UBS since 2012. Based in Newport Beach, CA, her career has been focused within a single firm. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Joseph Stephens is a Series 66-credentialed financial advisor with 10 years of experience at UBS Financial Services in Newport Beach, CA. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Jo Anne Guinane Jones is a Series 66-credentialed financial advisor with 13 years of industry experience, currently serving clients at UBS Financial Services in Newport Beach, CA since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management services through a combination of proprietary research and model-based asset allocations.

Steven Smith is a financial advisor with UBS Financial Services, holding a Series 63 designation and over 43 years of industry experience. He has been with UBS Financial Services 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, leveraging proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Thomas Podmajersky is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he is involved in a real estate-related business with his wife, focused on property acquisition and potential rental activities. UBS Financial Services 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 and provides a broad range of capital markets services.

Nicholas Villasenor is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at prominent firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he serves as Treasurer on the Board of Directors for St. John's Lutheran Church of Orange and is a board member of the Orange Grove Lodge #293 Free & Accepted Masons of California. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of products and capital markets services.

David Kuang is a CFP®-certified financial advisor with over four years of industry experience, currently with UBS Financial Services in Newport Beach, CA. Prior to joining UBS in 2021, he worked at Bank of America N.A. for 16 years. In addition to his advisory role, he operates a mobile notary service in his local community. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market research and tailored asset allocations. The firm integrates institutional trading capabilities with wealth management services across a broad platform.