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.

Reed Eisenhauer is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at IM GLOBAL Partner Fund Management and Northwestern Mutual in various investment and wealth management roles. UBS Financial Services serves individual, corporate, and institutional clients with varied brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

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 33 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and 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 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 in Los Angeles, CA, holding a Series 66 designation with 10 years of industry experience. He previously worked at Morgan Stanley for seven years and BMA Securities, LLC for one year prior to joining UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients by combining 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 investment strategies.

Alexandra Kamran is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Alliance Bernstein and Tower View Investment Management & Research LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor client plans.

Derek Matos is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has prior work experience at the California Business Journal, Target, and Algopix. Outside of his advisory role, he provides freelance essay editing services through an online platform. UBS Financial Services serves individual, corporate, and institutional clients with 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 investment plans to clients’ goals and risk tolerances.

Jason Ross is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs, Argent Wealth Management LLC, and other firms. 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. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

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 Series 66-licensed financial advisor at UBS Financial Services with 16 years of industry experience. She has held positions at UBS Financial Services, Morgan Stanley, and Merrill, returning to UBS in 2026. Based in Los Angeles, CA, her career includes multiple roles across prominent firms in the financial sector. 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 offerings, utilizing proprietary research and model-based asset allocations to tailor client plans.

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 in Los Angeles, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously spent 14 years at J.P. Morgan Securities before joining UBS in 2025. 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 employs proprietary capital market assumptions and research to tailor investment plans and provides a broad range of services including fee-based financial planning, portfolio management, and capital markets activities.