Larry Thomas is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 63 designation and 39 years of industry experience. He has been with UBS Financial Services since 2010. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Thomas Anderson is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 designations and with 40 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 offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Leonard Sun is a financial advisor at UBS Financial Services with Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Wells Fargo Bank, N.A. He studied full-time at the University of California, Davis, and Ohlone College prior to entering the financial services industry. Leonard has also been involved with Bay Angels. 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 uses proprietary research to tailor plans to clients’ goals and risk tolerances.

Matthew Huerta is a financial advisor at UBS Financial Services with 26 years of experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2011. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven investment strategies tailored to client goals.

Gavan Wang is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and seven years of industry experience. He has been with UBS since 2018 and previously worked at State Street Corporation for three years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, 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 and utilizes proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerance.

Victoria Da Conceicao is a financial advisor at UBS Financial Services with one year of industry experience. She previously held roles at Bain & Company, GCM Grosvenor, and Oaktree Capital Management. Outside of her advisory work, she has been involved with Alzheimer's Brain Box for five years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor client plans.

Shirley Chen is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 13 years before joining UBS in 2022. Outside of her advisory role, she is a partner in a healthcare consulting business that supports her husband’s medical consulting practice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial strategies. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services and fee-based planning.

Michael Laport is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he is the owner and president of LAPORT GROUP LLC, an engineering consulting firm. 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.

Colleen Erickson is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2010. Based in Palo Alto, CA, she provides advisory services through one of the largest firms in the industry. UBS Financial Services serves individual, corporate, and institutional clients with 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Simon Hall is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2026, he was with Fidelity Investments. 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. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Brendan Carlyle is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at the County of Santa Clara, The Home Depot, and Target. He also has an academic background from Santa Clara University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Michael Scandalios is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS since 2002 and has worked in the financial sector since 1998. Outside of his advisory work, he is also an author of novels. 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, supported by proprietary research and a broad range of capital markets and banking services.

Andrew Le is a financial advisor with UBS Financial Services in Palo Alto, CA, holding the Series 66 designation and over 25 years of industry experience. He has been with UBS Financial Services Inc. since 2008. 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 provides proprietary research and capital markets solutions.

Joshua Inahara is a financial advisor at UBS Financial Services in Palo Alto, California, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Avanti Sports and as a staff member at the University of Washington and The American School in Japan. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and access to a broad range of capital markets and research resources.

Quoc Pham is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He specializes in working with high net worth individuals and families to develop customized financial strategies that aim to help achieve their goals through careful planning and asset management. His focus areas include executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as Series 7, 66, and 31 FINRA registrations. Pham earned his Bachelor's Degree from Santa Clara University. His previous experience includes roles as a Financial Advisor and Vice President at Morgan Stanley Smith Barney and Smith Barney Citigroup Global Markets, Inc., as well as a Senior Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Quoc Pham and his family reside in the Bay Area, where they participate in volunteering with local communities and charities. Outside of his professional work, he enjoys baseball, basketball, chess, football, gardening, golfing, running, swimming, table tennis, and spending time with his family.

Robin Zhao is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation with seven years of industry experience. Prior to joining UBS in 2018, Zhao worked at IBM for one year and was affiliated with New York University for four years. 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, supported by proprietary research and a broad platform of capital markets solutions.

Laure Mendoza is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 credential and has previously worked at Morgan Stanley and Srebrow Investment Resources - Syntero Real Estate. Mendoza is based in Palo Alto, CA. 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 uses proprietary research and model-based asset allocations to tailor client plans.

David Hohl is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 47 years of industry experience. He has been with UBS since 1995. 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 provides fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Vincent Andrighetto is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2019. Prior to joining UBS, he held roles at Apple Inc. and was involved with various small businesses including wineries and bakeries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

Patrick Sweeney is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and eight years of industry experience. He has prior experience with firms including Edward Jones, Bank of America, Merrill Lynch, Hilltop Securities, and Morgan Stanley. Outside of his advisory role, he is actively involved in youth lacrosse coaching and mentorship, serving in leadership positions with several local lacrosse organizations. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial plans based on proprietary research and model-based asset allocation.

Stephen Luk is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 1999. Outside of his advisory role, he is the proprietor and owner responsible for maintenance at Foster Square 55+ Housing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a range of capital markets services supported by proprietary research and model-based asset allocation.

Donald Mazza is a Series 66 licensed financial advisor with five years of industry experience, currently with UBS Financial Services in Palo Alto, CA since 2020. His prior work includes roles at E.K. Riley Investments, Menlo Asset Management, City National Bank, and Comerica Bank. 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 according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets, custody, and lending services.

Nicholas Hunt is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and 13 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2012 to 2020 before joining UBS in 2020. 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 comprehensive solutions supported by proprietary research and capital markets expertise.

Sharon Juang is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she is involved in real estate ownership alongside her husband. 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 services, offering access to proprietary research and a broad range of capital markets solutions.

Dawn Aquilina is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses. She has 18 years of industry experience, all with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Kathleen M. Snodgrass is a financial advisor at UBS Financial Services with 35 years of industry experience. She has been with UBS since 1992 and holds Series 63 and Series 65 licenses. Snodgrass serves on the investment committee of the Hanna Boys Center, a faith-based nonprofit residential treatment center for at-risk teenage boys, and is a board member and investment committee participant at Mercy Investment Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and capital market assumptions.

Sonny Gulati is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes five years at Morgan Stanley & Co. LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers services such as custody, underwriting, and securities-backed lending.

Sara Saxe is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing a wide range of financial solutions including fee-based planning and portfolio management.

Amy Oliver is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She also serves on the board of directors for The Club at Westpoint, a private social and yacht club, where she will chair the membership committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities, including principal trading and market-making, providing a broad range of services beyond standard advisory functions.

Emiliano Siqueiros is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Door Dash. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.