Lynne Sebastian is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2014. 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 client strategies.

Reid Chase is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA for three years each. He also spent time at Seagate Technology and studied at Stanford University. 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 strategies to client goals. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

James Riley is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with UBS since 2014. Riley serves on the Board of Regents at Servite High School, where he is involved in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.