Debbie Fanning is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 66 designations and possessing 40 years of industry experience. She previously worked at Merrill for 11 years before joining UBS in 2007. 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 to tailor strategies to clients' goals and risk tolerances.

Alexander Phillips is a financial advisor at UBS Financial Services with 33 years of industry experience. He has worked at UBS since 2008, following six years at Citigroup Global Markets. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 capital markets services.

Shelice Stewart is a financial advisor with UBS Financial Services in Los Angeles, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, she worked at PNC Private Bank and has a diverse background including roles in behavioral health, education, and the hospitality industry. She also works as a freelance data annotator for an online platform that trains AI by completing various projects. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning solutions.

David Garza is a CFA® charterholder and financial advisor with UBS Financial Services in Los Angeles, CA, bringing 14 years of industry experience. He previously worked at City National Bank (City National Rochdale) and Engemann Asset Management. Outside of his advisory role, he is a partner in Garza Family Partners LLC, a family venture managing a vacation rental property. 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 employs proprietary research and model-based asset allocations to tailor financial strategies to clients’ goals and risk tolerances.

Christopher Harrer is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 66 credentials and 10 years of industry experience. Prior to joining UBS in 2019, he worked at Northern Trust Securities, Inc. and Northern Trust Bank from 2017 to 2019. Harrer serves on the boards of several nonprofit and business organizations, including Didi Hirsch Mental Health Services, Sage SoCal, and Stability LLC, where he contributes to strategic direction and governance. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad platform that includes custody, underwriting, and alternative product distribution.

Ronald Don Costa is a financial advisor at UBS Financial Services with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Open Air Real Estate, Compass, Opendoor, Open Listings, and Cushman & Wakefield. 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. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Michael Mcvicker is a financial advisor at UBS Financial Services in New York, NY, with 25 years of industry experience. He holds a Series 63 designation and has been with UBS since 2014. Outside of his advisory role, he is the sole proprietor of a small family business named WRITE ON! LARCHMONT LLC. 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 investment strategies.

Zachary Singer is a Financial Advisor at UBS Financial Services in Los Angeles, holding a Series 66 designation with one year of industry experience. Prior to joining UBS in 2025, he completed his education at the University of Chicago and has experience in teaching at Branson High School and Ross Middle School. 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 provides fee-based financial planning, portfolio management, and distributes proprietary research to tailor client solutions.

Heinz Jaeggi is a financial advisor with UBS Financial Services in Los Angeles, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Credit Suisse Securities, Deutsche Bank Securities, and UBS International. He is currently the Treasurer of the Los Angeles chapter of the Swiss-American Chamber of Commerce, a nonprofit organization that supports business relations between Switzerland and the United States. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to provide tailored financial planning and portfolio management.

Casey Verst is a financial advisor at UBS Financial Services in Los Angeles, holding a Series 66 designation with six years of industry experience. Prior to joining UBS in 2019, Verst worked at Mercer Advisors Inc. and Katten Muchin Rosenman LLP. 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 to deliver tailored financial planning and portfolio management.

Breanna Lehman is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2022, she worked in various roles outside finance, including positions at Vinaka Cafe, The Naked Cafe, Peet's Coffee, and Pacific Motion Dance Centre. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Mark Thompson is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2011. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Dion Kenney 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. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves on the Board of Managers for YMCA Camp Oakes, where he supports the organization’s efforts to expand and serve additional groups. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and comprehensive capital markets services.

Isabelle Chevre is a financial advisor at UBS Financial Services in Los Angeles, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2024, she worked in education at UCLA and various schools from 2016 to 2024. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, using model-based asset allocations and proprietary research to tailor client plans.

Mary Jo Casselberry is a financial advisor at UBS Financial Services in Los Angeles, CA, holding Series 63, 65, and 66 licenses with 24 years of industry experience. She has been with UBS since 2009. 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 strategies.

Gina Galang is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, First Republic Securities, First Republic Investment Management, and Merrill. 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’s advisors use proprietary capital market assumptions and research to tailor plans aligned with clients' goals and risk tolerances.

Daniel Gray is a financial advisor at UBS Financial Services with 21 years of industry experience. He previously worked at Deutsche Bank Securities Inc for five years before joining UBS in 2021. Outside of his advisory role, he serves on the regional executive committee of GEN NEXT, focusing on strategic planning and event coordination. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering customized financial planning and portfolio management supported by proprietary research and capital market insights.

Nathan Hass is a financial advisor at UBS Financial Services in Los Angeles, CA, holding a Series 66 designation with 12 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Isabel Oropeza is a Series 66-licensed financial advisor with UBS Financial Services in Los Angeles, CA, where she has worked since 2015. She has 11 years of industry experience. Outside of her advisory role, she serves on the board of directors for the Friends of Fullerton College Foundation, where she leads quarterly meetings and participates in speaking engagements. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Robert Stringer is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with UBS since 2015. Outside of his advisory role, he is involved with Stringbean Entertainment and a private security investment related to computer hardware. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.