Demetrio Kerrison is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63, 65, and 66 licenses and with 36 years of industry experience. His prior experience includes roles at Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he owns Kerrison Art Consultancy, advising clients on buying and selling contemporary art, and serves on nonprofit and museum boards including the Noah Purifoy Foundation and the Hammer Museum. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a platform that includes financial planning, portfolio management, and access to proprietary research.

Roubina Kurkjian 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 2016. Outside of her advisory role, she is a partner in a rental property business. 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 client solutions.

Gino Stumpo is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2000. Outside of his advisory role, he assists family members with the financial aspects of managing a commercial furniture manufacturing business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored through proprietary research and model-based asset allocations.

Caden Smaker is a financial advisor at UBS Financial Services with three years of industry experience. He has previously worked at Charles Schwab Co., Bank of America, and held various roles outside of finance, including in construction and the insurance sector. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to customize financial planning and portfolio management.

Teresa Uzeta is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2014 to 2017. She has been with UBS since 2017, based in Los Alamitos, CA. 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 strategies to tailor plans to clients’ goals and risk tolerances, combining institutional trading capabilities with wealth management services.

Timothy Thatcher is a financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2012 and holds the Series 66 designation. 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 client plans.

William Genovese is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation. Prior to joining UBS, he worked at Quincy Cass Associates and New York Life Insurance Company, and he has a background in full-time education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based strategies to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Joseph Shaw is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. He previously worked at Bank of America and Merrill Lynch and is involved with Loyola Marymount University as an announcer for the water polo team. 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.

Michael Miremadi is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and 32 years of industry experience. His career includes roles at Merrill from 1993 to 2017 and Bank of America from 2009 to 2017 before joining UBS in 2017. He is also the proprietor of a residential rental property in Newport Coast, California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Christopher R Bryan is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with UBS Financial Services since 1999. 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, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Thomas Hawkins is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with UBS since 2004, including 20 years at UBS Securities LLC. Outside of advisory work, he manages a real estate holding company involved in property management and financial reporting. 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 client strategies.

Jay Baumgardner III is a CFA® charterholder with 32 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2016. He holds the Series 63 and Series 65 licenses and is based in Newport Beach, CA. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

David Selig is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2015. Outside of his advisory work, he serves as executive director of Used Pets, Inc., a dog rescue charity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering a range of products including fee-based financial planning and portfolio management.

David Levine is a CFP®-certified financial advisor with 34 years of industry experience, currently practicing at UBS Financial Services since 2007. He holds a Series 63 license and serves clients from Newport Beach, CA. Levine acts as an approved financial advisor to the NFL Players Association and serves as a FINRA arbitrator. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Rodelyn Kupfersmid is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. Prior to joining UBS, she worked at Merrill Lynch for six years and has held positions at Charles Schwab, Fidelity Investments, and other firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Garth Allan is a financial advisor with UBS Financial Services holding a Series 66 designation and 18 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining UBS in 2022. 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 a broad range of capital markets solutions.

Ashlee Buettner is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Prior to joining UBS in 2022, she worked at MD Stainless Services for four years and has a background that includes time in education and packaging industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor financial plans.

Steven Weber is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining UBS. Weber serves on the board of America on Track, a charity supporting disadvantaged youth in Orange County through mentoring, nutrition, and sports programs. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, combining proprietary research and institutional trading capabilities to tailor investment solutions.

Edward Levin is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 63 designation and 34 years of industry experience since 1992. He serves as a member of the board and chair of the investment committee for the Jewish Community Foundation of Orange County and acts as trustee for multiple life insurance trusts related to estate planning. 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 advisory work using proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Devyn Marinos is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, Marinos completed four years at Vanderbilt University and six years at Campbell Hall High School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a comprehensive platform.