Grant Acker is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 license and has worked at UBS since 2019. Outside of his advisory role, he teaches piano lessons and serves on the board of directors for Dog Pwr, a nonprofit focused on saving shelter dogs through adoption. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets functions.

Jacob Dardashti is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Sanford C. Bernstein & Co., LLC. Prior to his advisory career, he spent time at Fat Sal's Deli and attended the University of Texas at Austin. 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. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolios to clients' goals and risk tolerances.

Maria Ferrante is a financial advisor at UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and with 23 years of industry experience. She has been with UBS since 2015. Ferrante serves on the board of directors for the Haven Academy of the Arts, where she also acts as an unpaid advisory CFO. 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 employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Stefan Lendi is a financial advisor with UBS Financial Services in Los Angeles, California, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as the treasurer and a board member of the Return to Zero Center for Hope and Healing Inc., an organization focused on perinatal loss awareness and support. 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 employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Alisa Melkonyan is a financial advisor at UBS Financial Services in Los Angeles, CA, with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including J.P. Morgan Securities LLC, First Republic Investment Management, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings.

Isabelle Steel is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at Crown Worldwide Group and Johannsen & Associates, Inc. She has also worked in various capacities connected to educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Ryan Chase is a financial advisor with UBS Financial Services in Los Angeles, CA. He holds a Series 66 designation and has 14 years of industry experience, including 10 years at UBS. Outside of his advisory role, he works as a Lyft and Uber driver during non-trading hours. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Rebecca Hershkowitz is a financial advisor with UBS Financial Services, holding a Series 66 designation and based in Los Angeles, CA. She began her advisory career in 2026 and previously worked at Gerson Lehrman Group, CAIS, Justly by Ideanomics, and Amaze Media Labs. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

David Goodenough is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Morgan Stanley & Co. LLC and Lehman Brothers Inc. Outside of his advisory work, he is a partner in an LLC involved in a condominium purchase, though he does not have active duties in the business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment strategies based on proprietary research and model-based asset allocations.

Erika Balla is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services since 2013, including a brief tenure at Manhattan West. Based in Los Angeles, CA, her career is primarily focused within UBS firms. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jesse Amarillas is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Veronica Mishriki is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has a diverse background including roles at Postal, Teaspoon, and the Los Angeles County Office of Education. 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 integrates proprietary capital market assumptions and research to tailor financial plans according to clients’ goals and risk tolerances.

Patrick Joos is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2015, following a brief tenure at Credit Suisse Securities (USA) LLC. Based in Los Angeles, CA, Joos provides advisory services through a major global financial institution. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Dayne Crist is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked for Sanford C. Bernstein & Co., LLC for 11 years before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Jenna Kraczek is a financial advisor at UBS Financial Services with 13 years of industry experience. Prior to joining UBS in 2021, she worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA for eight years. Outside of finance, she owns and operates Jenna Kraczek Photography, a freelance photography business established in 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning, portfolio management, and capital markets activities.

Kristin Bateman is a CFA® charterholder with 21 years of experience in the financial services industry. She is currently with UBS Financial Services in Los Angeles, where she has worked since 2022, having previously held roles at First Republic Securities Company and First Republic Investment Management, as well as an earlier tenure at UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management strategies.

Alex Chivarsky is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he is involved in serving tables and bartending at Micelis Hollywood. 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 and provides research and capital markets solutions through its comprehensive platform.

Rebecca Sterling is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2015, including a brief tenure at First Republic Investment Management. Sterling will be presenting on tax and estate planning strategies at the 2025 USC Gould School of Law Tax Institute. 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 tailored to client goals and risk tolerances.

Barry Peterson is a financial advisor at UBS Financial Services with 15 years of industry experience. He previously worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC before joining UBS in 2021. Peterson serves on the boards of QueensCare, where he participates in grant decisions to support under-insured and low-income populations in Los Angeles, and Volunteers of America Los Angeles, which provides Preschool services and housing assistance in the community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice through proprietary research and model-based asset allocations.

Emily Kim is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.