Jennifer Povlitz is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2015. Outside of her advisory role, she serves as a board observer for Trust and Will, a digital legal forms company, providing strategic advice as they expand. She also contributes to the Securities Industry Financial Markets Association by assisting with curriculum and educational content for industry professionals. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm leverages proprietary research and model-based asset allocations to tailor financial plans and provides a broad range of capital markets services alongside wealth management.

Daniel Stevens is a financial advisor at UBS Financial Services in Newport Beach, CA, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Burnham Gibson Wealth Advisors, Equitable Advisors, and Axa Advisors, among others. Outside of his advisory roles, he served as a Newport Beach lifeguard for six years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and 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 wide array of capital markets solutions.

Christopher Weber is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at UBS Financial Services since 2021 and held prior positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He 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 and provides proprietary research and capital markets solutions.

Spencer Alden is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked for EY and Mariners Church Irvine. 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 utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Brian Gooding is a Series 66-credentialed financial advisor at UBS Financial Services with 16 years of industry experience. He has been with UBS since 2010 and serves on the Board of Directors at Harbor Day School, where he is also a member of the audit and compensation committees. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based strategies with institutional trading capabilities and wealth management services.

Sarah Robinson is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley for six years and has experience in both the insurance and service industries. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services across a range of financial products.

Susanna Pena Lund is a financial advisor with UBS Financial Services in Newport Beach, CA. She holds a Series 63 designation and has 31 years of industry experience, including 27 years with UBS. Outside of her advisory work, she is involved in making and selling crafts. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Heather Hilario is a Series 66-licensed financial advisor with 20 years of industry experience. She has worked at UBS Financial Services and Morgan Stanley, with tenures spanning over a decade at Morgan Stanley and multiple terms at UBS. Hilario is currently based in Newport Beach, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Jason Sabaugh is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, Sabaugh serves on the boards of the University of Southern California Marshall Alumni Association and The Patriots Initiative, a nonprofit supporting military veterans. He is also the executive director of the California Gamma Foundation, which provides scholarships and networking opportunities to members of the Sigma Alpha Epsilon fraternity at USC. 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 tailored financial planning and portfolio management supported by proprietary research and model-based asset allocation.

Michael Giuntini is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and WELLS FARGO Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Taylor Wendel is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A., and has held credentials including Series 63 and Series 66. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolios.

Samuel Davidson is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves as a group leader for the Orange County Maryland Alumni Association, organizing social and fundraising events. 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 leverages proprietary research and capital market assumptions to tailor strategies aligned with clients’ goals and risk tolerances, combining institutional trading capabilities with wealth management.

Raymond Lejano is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he owns and manages businesses providing home and personal care services for seniors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining fiduciary financial planning with institutional trading capabilities and proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Brian Weber is a financial advisor with UBS Financial Services in Newport Beach, CA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for five years before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations, proprietary research, and a range of financial planning and portfolio management services. The firm integrates institutional trading capabilities with wealth management and offers ancillary services such as custody, underwriting, and securities-backed lending.

Timothy Marshall is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 licenses 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 and uses proprietary research and model-based asset allocations to tailor client plans.

Samantha Hodges is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has been with UBS since 2018. Prior to her current role, she spent four years at Wagner College. Outside of financial advising, she is involved as a product ambassador for several consumer brands, promoting products through her personal social media channels. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering tailored financial plans based on proprietary research and market analysis.

June Bahr is a financial advisor at UBS Financial Services with 52 years of industry experience. She has been with UBS since 1988. Bahr holds a Series 63 designation and is based in Newport Beach, 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.

Carina Bagboudarian is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 66 designation and has been with UBS since 2013. Outside of her advisory role, she owns and manages a short-term vacation rental property in Big Bear City, California. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and expanded service offerings through its platform.

Christopher Dillon 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, he and his wife are partners in an LLC that owns a second home used as a rental property. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Adam Koyanagi is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at UBS Financial Services since 2014. He participates on the Finance and Investment Committee for the Cal State Fullerton Philanthropic Foundation, overseeing the management of its endowment. 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.