Jacqueline Reese is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. 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.

Daniel Bemel is a financial advisor at UBS Financial Services with a Series 66 designation and 16 years of industry experience. He has been with UBS since 2009 and also has ownership in National Everclean Services since 2008. Based in Los Angeles, CA, he combines his advisory work with his role in this business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Aiko Leong is a Series 66-licensed financial advisor at UBS Financial Services in Los Angeles, CA, with five years of industry experience. Prior to joining UBS in 2021, she worked briefly at GWN SECURITIES and Equitable Advisors LLC. Aiko’s background also includes roles at University of Southern California and Brigham Young University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to a wide range of investment products.

Lise Ly is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. She has worked with UBS since 2008 and has been employed as a sales associate at Williams Sonoma since 2007. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets expertise.

Lucas Wagner is a financial advisor at UBS Financial Services in Los Angeles, CA, holding a Series 66 designation. He has professional experience at several firms including UBS Financial Services, Western Alliance Bank - Amerihome Mortgage, Morgan Stanley, and NKSFB. Outside of finance, he worked at 549 Sports for three years and has academic experience related to the University of California, San Diego. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Matthew Osder is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Sand Hill Global Advisors, LLC, and BlackRock Investments, LLC. 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 and offers a broad range of capital markets services.

Jeong Heo is a financial advisor at UBS Financial Services in Los Angeles, CA, holding a Series 66 designation with one year of industry experience. Prior to joining UBS in 2025, Heo worked at CKP, LLP, Certified Public Accountants & Consultants, and has experience with various other organizations including Los Angeles Politics, LLC. 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 capital market assumptions and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

William Kun is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2008. Outside of advisory work, he serves as an officer in a special purpose entity related to his family’s living trust. 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 and provides access to proprietary research and affiliated lending programs.

Charles Siroky is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC and Keyot LLC. 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 and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Laura Schaefer is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2015, with a two-year tenure at Stifel Nicolaus & Co Inc between 2019 and 2021. Laura is based in Los Angeles, CA. 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 plans.

Dhanesh Bharvani is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2021. 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, including fiduciary fee-based financial planning.

Russell Ude is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS in 2022, he worked at Bank of America and Merrill from 2019 to 2022 and has experience in the music and financial advisory sectors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing 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 and offers a broad range of capital markets and advisory solutions.

Eric Miller is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Janay Wardlow is a financial advisor at UBS Financial Services with 19 years of industry experience and holds a Series 66 designation. Her career includes multiple roles at UBS and four years at Morgan Stanley. 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 planning and portfolio management.

Leeder Hsu is a CFA® charterholder and holds a Series 66 license, with 16 years of experience in the financial industry. He has been with UBS Financial Services Inc. in Los Angeles since 2015. UBS Financial Services Inc. 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, offering proprietary research and various capital markets services.

Stephanie Ellor is a financial advisor at UBS Financial Services with three years of industry experience. She previously worked at Morgan Stanley and has held roles as a contract corporate flight attendant for over ten years. Outside of finance, she owns and operates AllureOfItAll, a retail and online store based in Santa Monica. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad set of solutions including discretionary portfolio management and alternative product distribution.

Nancy Chin is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at UBS Financial Services Inc. since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to support client goals.

Steven Summerhays is a financial advisor at UBS Financial Services in Los Angeles, CA, with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS in 2026, he worked at Sanford C. Bernstein & Co., LLC for eight years and spent four years with the East Coast Hockey League. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Helena Stone is a financial advisor at UBS Financial Services with five years of industry experience. She previously worked at The Vanguard Group and has held a variety of roles outside finance, including positions at The Pittsburgh Golf Club and involvement with the University of Pittsburgh Study Abroad program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored by proprietary research and model-based asset allocations.

Thomas Dunn is a financial advisor at UBS Financial Services with 10 years of industry experience. Prior to joining UBS in 2017, he worked for 12 years in the film industry as a screenwriter and director, and he continues to earn residual income from various projects while maintaining work actively represented by an agent. 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, providing a broad range of capital markets and advisory solutions.