Kaysha Kogut is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Credit Suisse Securities, and Lehman Brothers. Based in Los Angeles, CA, Kogut has been with UBS since 2022. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, providing a broad array of solutions including fee-based financial planning and portfolio management.

David Schachter is a financial advisor at UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 designations with 34 years of industry experience. He has worked at UBS since 2004 and previously spent eight years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Lauren Gorsche is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. She has been with UBS in various capacities since 2009, including roles at UBS Financial Services and UBS Bank USA. Outside of her advisory work, she is involved with Ursine Holdings, LLC, a holding company for private investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and institutional trading capabilities to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Jason Holland is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. 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 client solutions.

Ling Chang is a financial advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2013 and holds Series 63 and Series 65 licenses. 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 operates with a broad service platform that includes institutional trading capabilities alongside wealth management services.

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 at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2008 and previously worked at Lehman Brothers from 2004 to 2008. Kun holds the Series 66 designation. 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 provides research-supported, model-based asset allocation tailored to clients’ goals and risk tolerances.

Charles Siroky is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC and Keyot LLC. He holds the Series 63 and Series 65 licenses. 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 uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

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.