Kirk Wendorf is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 designations 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Renee Fourcade is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She previously worked at J.P. Morgan Securities for 11 years before joining UBS in 2010. Outside of her advisory role, she is involved with Global Gaming Women, serving in a finance committee advisory capacity focused on educational programs and networking to support the development of women. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Gilbert Sanchez is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Comerica Bank for five years before joining UBS in 2020. 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.

Justin Demko is a financial advisor at UBS Financial Services in Los Angeles, holding a Series 66 credential with 26 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, Mr. Demko is involved in agricultural and aviation businesses, including managing avocado cultivation and aircraft ownership. He also serves on the board of Angel Flight West, a medical charity that provides air transportation for those in need. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Samantha Bloom is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has worked in various roles across multiple industries, including media and education, prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining proprietary capital market research and model-based asset allocation to tailor financial plans according to clients’ goals and risk tolerances. The firm also operates with institutional trading capabilities alongside wealth management services.

Kwamina Ngissah is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Melisse for seven years, where he also advised on wine buying and cellar curation. Based in Los Angeles, CA, he holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial plans and portfolio management.

Dustin Koenig is a financial advisor with UBS Financial Services in Los Angeles, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at Niman and Associates and has experience in education, including roles at Chapman University and local schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research 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.

Katherine Whitlock is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has worked with UBS since 2018, with a brief hiatus in 2024. Prior to her financial services career, she was involved with ShelterBox International Disaster Relief. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to provide tailored investment solutions.

Mally Burton is a financial advisor at UBS Financial Services with 11 years of industry experience and holds the Series 66 designation. Burton has worked at UBS Financial Services since 2015, with a one-year period at Ellevest, Inc. prior to returning to UBS. Based in Los Angeles, CA, Burton provides advisory services as part of a large network of advisors within the 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 discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Corinne Carroll is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS Financial Services since 2008, including a period at First Republic Investment Management from 2017 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services such as discretionary portfolio management, fee-based financial planning, and access to alternative products.

Peter Belden is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Monograph Wealth Advisors, First Republic Securities Company, and First Republic Investment Management. 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. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Todd Feiereisen is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015 in their Los Angeles office. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Andy Marquez is a financial advisor at UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining UBS in 2021, he worked at the McCourt School of Public Policy and held various roles at Georgetown University. He is involved with Minds Matter of Los Angeles, where he facilitates sessions on financial literacy, college readiness, and career exploration and supports alumni and mentorship programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Michael Kanigher is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2003 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as a co-trustee of a family trust. 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 services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Orkhan Beniaminov is a CFA® charterholder and financial advisor with 12 years of industry experience. He is currently with UBS Financial Services in Los Angeles, CA, returning to the firm in 2025 after previous roles including positions at Foreside Fund Services and Global X Management Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with fiduciary financial planning and extensive capital markets capabilities.

Lora Cicconi is a financial advisor at UBS Financial Services with four years of industry experience. Prior to joining UBS, she worked at Lionsgate Entertainment Corp. for five years and Greenberg Glusker for ten years. She holds the Series 66 designation and is based in Los Angeles, CA. UBS Financial Services serves individual, corporate, and institutional clients through a 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 and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Derin Wenger is a financial advisor at UBS Financial Services with six years of industry experience. He has been with UBS since 2018 and holds the Series 66 designation. Prior to joining UBS, he was briefly affiliated with Slingshot Connections in 2018. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, leveraging proprietary research and capital market assumptions to tailor client solutions.

Alexander Day is a financial advisor with UBS Financial Services in Los Angeles, holding Series 65 and Series 63 licenses and possessing two years of industry experience. He previously worked at AllianceBernstein and Manhattan West, and has a background including roles at Douglas Elliman, First Carolina Bank, and several educational institutions. 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 plans 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 banking solutions.

Taylor Weinstein is a financial advisor with UBS Financial Services in Los Angeles, CA. He holds a Series 66 designation and has experience at several firms including Mercer Advisors and the Santa Barbara County Employees' Retirement System. Outside of financial services, he has been involved with Woodstock's Pizza IV and Rocco's Neighborhood Pizza. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Charles Coughlin is a Series 66-licensed financial advisor with UBS Financial Services in Los Angeles, CA, where he has worked since 2009. He has 15 years of industry experience. Outside of his advisory role, he is involved with several nonprofit organizations, including Capital Area Asset Builders and Fishburne Military School, where he participates in fundraising and community outreach efforts. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.