Neil O'Connor is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2024, he worked in tennis center management and the hospitality industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing a range of fee-based financial planning and portfolio management solutions.

Kevin Wilson is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he has limited partnership interests in commercial real estate properties through a family partnership. UBS Financial Services 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, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Devin Andre is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS in 2025, he spent 11 years at Boies Schiller Film Group, where he originated several projects that continue to progress, occasionally contributing on a part-time basis. 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 according to clients’ goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management services.

Harlan Spinner is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Spinner serves as a board member of the Fulfillment Fund, a nonprofit focused on college access. 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, leveraging proprietary research and model-based asset allocations to tailor client plans.

Christina Lisowski is a financial advisor at UBS Financial Services in Los Angeles, CA, with 28 years of industry experience. She has been with UBS since 2006 and holds Series 63 and Series 66 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a range of portfolio management and financial planning services. The firm also operates with institutional trading capabilities alongside wealth management.

James Skinner is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2007 and holds Series 65 and Series 66 credentials. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Arij Ezz Eldine Chehayeb is a Series 66-licensed financial advisor with four years of industry experience. He is currently with UBS Financial Services and previously worked at Merrill and Bank of America. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, leveraging proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a range of financial products and capital markets services.

Ryan Cheng is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2015. Cheng serves on the board of the Boys and Girls Club of Venice, providing advisory support and governance for the organization which supports over 4,000 youth in the greater Venice area. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary financial planning, portfolio management, and capital markets activities.

Gustavo Amaral is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill from 1997 to 2015 before joining UBS in 2015. Amaral serves on the board of directors at the University of California, where he helps organize events and coordinate speakers. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor client plans.

Katie Mazzocco is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 license and 14 years of industry experience. She has been with UBS since 2011. 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 provides research-backed, tailored investment strategies.

Alexandra Bartsch is a financial advisor at UBS Financial Services in Los Angeles, CA, with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities from 2015 to 2018. Since 2018, she has been with UBS Financial Services. UBS Financial Services 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 leverages proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

William Calvert is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Wendy Spinner is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Patrick Schaffer is a CFA® charterholder and Financial Advisor at UBS Financial Services with 18 years of industry experience. Prior to joining UBS in 2021, he worked at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2011 to 2021. He also serves as an adjunct faculty member teaching finance at Villanova University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Meghan Rose Schechtman is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and has previously worked at Deloitte and Pfizer. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Mc Kenna Anina Weitekamp is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Sun Life Institutional Distributors, Crescent Capital Group LP, and The Law Offices of Carl Shusterman. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment solutions.

Aidan Martinez is a financial advisor with UBS Financial Services in Los Angeles, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Charles Schwab and Bristol Farms, as well as earlier positions outside the financial sector. UBS Financial Services serves individual, corporate, and institutional clients through 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, offering a range of financial products and capital markets services.

Felipe Sanchez Jr. is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at UBS intermittently since 2017. Prior to his financial advisory roles, he was affiliated with the University of California Irvine from 2014 to 2019. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Catherine Park is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Envestnet PMC. Outside of her advisory role, she is involved in a family real estate investment partnership. UBS Financial Services serves individual, corporate, and institutional clients through a blend of 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, offering a broad range of services including portfolio management and capital markets solutions.

Charles Korasick is a financial advisor at UBS Financial Services in Los Angeles, CA, holding a Series 66 designation with 20 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of investment products and capital markets services.