Reed Eisenhauer is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining UBS in 2025, he worked at IM GLOBAL Partner Fund Management and IM Global US Distributors from 2022 to 2025, and at Northwestern Mutual in various capacities from 2018 to 2022. 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 uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Steven Westerman is a financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2009 and holds a Series 66 designation. Outside of his advisory role, he serves on the board of a religious nonprofit day school, contributing to fundraising and endowment asset allocation, and is a board member for two retail apparel companies, providing general business advice. 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 tailored using proprietary research and model-based asset allocations.

Kelly Chavira is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 66 designations and having 32 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based 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 plans to clients' goals and risk tolerances.

Bryant Davis is a Series 66-licensed financial advisor with 16 years of experience, currently with UBS Financial Services in Los Angeles since 2020. He previously worked at Comerica Securities and Comerica Bank from 2015 to 2020. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining model-based asset allocations and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Kelly Rote is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 through a network of Financial Advisors who utilize proprietary research and model-based asset allocations.

Dylan White is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and BMA Securities. 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 leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Alexandra Kamran is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Alliance Bernstein for three years and has additional experience at Tower View Investment Management & Research LLC and in academic roles at Chapman University and Milken Community High School. 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 that include fee-based financial planning and portfolio management.

Derek Matos is a financial advisor at UBS Financial Services with two years of industry experience and holds a Series 66 designation. Prior to joining UBS in 2023, he worked at the California Business Journal and Target, and he also provides freelance essay editing through an online platform. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Jason Ross is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining UBS in 2025, he worked at Goldman Sachs for five years and has experience with Argent Wealth Management, Harm & Harm Financial Consulting Group, and Rackemann Sawyer & Brewster. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and advisory services including fee-based 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.

Tyler Vondrak is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at Citibank, N.A. for sixteen years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Maria Fatima Victoria is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Merrill. She is based in Los Angeles, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 financial plans to clients’ goals and risk tolerances.

Ilan Bagel is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JMP Securities LLC, Citizens Bank, PwC, Deloitte, and William Morris Endeavor. He is also an investor in a small-business lending company owned by his father, through which he receives monthly interest payments. 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 and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Thomas Mahoney is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 65 designations and 38 years of industry experience. He has been with UBS since 2004. Mahoney serves on the Board of Governors and as an officer for the CFA Society Los Angeles and is an executive committee member of the Los Angeles chapter of the Chartered Alternative Investment Analyst Association, where he helps plan educational events for investment professionals. 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 broad range of financial planning, portfolio management, and capital markets solutions.

Michael Eav is a financial advisor with UBS Financial Services in Los Angeles, CA, holding a Series 66 credential and 19 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Daniel Tenzer is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2011 before joining UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 investment strategies.

Lisa Knollenberg is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supporting clients with proprietary research and a broad platform of capital markets and lending solutions.

Vicki Montellano is a financial advisor at UBS Financial Services in Los Angeles, holding a Series 66 designation with four years of industry experience. She joined UBS in 2021 after seven years at Venable LLP. 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 and offering proprietary research and various capital markets services.

Roger Wacker is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with UBS since 2015 and serves on the boards of several nonprofit and industry organizations, including the International Bankers Association of California and the Swiss-American Chamber of Commerce Los Angeles Chapter. Wacker has also participated in healthcare-related advisory and governance roles with institutions such as Providence St. John's Medical Center Foundation and the Mayo Clinic Global Advisory Council. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker‑dealer, investment adviser, and futures commission merchant.

Mark Binder is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Binder is a member of the Board of Directors for the Friendship Shelter in Laguna Beach and owns several entities involved with apartment building ownership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor client plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Carl Nelson is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2020, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 provides a range of capital markets and research resources.