Jordan Hayes is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 32 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, combining institutional trading capabilities with wealth management services.

Robert Blethen II is a financial advisor at UBS Financial Services with eight years of industry experience. He has previously worked at AXA Advisors and Northwestern Mutual. Outside of his advisory role, he is the proprietor and designer of a retail clothing brand and has coaching experience as an assistant coach for high school JV and varsity midfield players. UBS Financial Services serves individual, corporate, and institutional clients with 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 to clients' goals and risk tolerances.

David Spiegel is a financial advisor at UBS Financial Services in Pasadena, CA, holding Series 63 and Series 65 licenses with 52 years of industry experience. He has been with UBS Financial Services since 1973. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

May Chong is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research to tailor client plans.

Eunjeong Lee is a Series 66-licensed financial advisor with UBS Financial Services in Pasadena, CA, where she has worked since 2016. She has 12 years of industry experience. Outside of her advisory role, she is involved in managing a rental property. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Bhadresh Shah is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2012. Shah serves on the board of a nonprofit foundation focused on mentoring in organizational, marketing, and strategic areas. 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, supporting clients with proprietary research and a range of capital markets solutions.

Jun Liao is a financial advisor with UBS Financial Services in Pasadena, CA, holding Series 66 and Series 63 credentials and four years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and several companies in retail and production sectors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and banking services.

Salma Zahr is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2017, following a two-year maternity break. 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.

Jason Friedman is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the Board of Trustees for The Wesley School in North Hollywood. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Shizhan Zhang is a financial advisor at UBS Financial Services with eight years of industry experience. Their prior roles include positions at BlackRock Investments, City National Securities, Merrill, and a teaching role at USC Marshall School of Business. Zhang holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a wide range of capital markets services.

Kiley Migliorini is a financial advisor at UBS Financial Services in Pasadena, CA, holding a Series 66 designation with three years of industry experience. Prior to joining UBS, Migliorini held positions at Amazon.com and the University of Southern California. Outside of advising, Migliorini is a property owner in Burbank, CA. 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 models to tailor client portfolios.

Carolyn Zhao is a financial advisor with UBS Financial Services in Pasadena, CA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at East West Bank, Kcal Insurance Agency, Singh Agency Inc, and Eversafe Insurance Agency. 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 leverages proprietary research to tailor investment strategies.

James Giordano is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with UBS Financial Services in Pasadena, CA since 2002. Outside of his advisory role, he serves as a member of the Declining Enrollment Ad Hoc Committee for the ABC Unified School District, providing recommendations related to school facilities. 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 to tailor plans based on proprietary research and capital market assumptions.

Bei Xiong is a financial advisor at UBS Financial Services with a Series 66 designation and no prior industry experience before joining UBS in 2025. Prior to UBS, Bei worked at Bank Julius Baer & Co Ltd for nine years and Sun Hung Kai & Co Ltd for one year. UBS Financial Services Inc. 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 capital market research to tailor client plans and delivers advisory services through a network of Financial Advisors.

Dingyur Chen is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering 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 plans to clients' goals and risk tolerances.

Hsueh Sheng Su is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 registrations and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management and conducts principal trading, underwriting, and market-making activities alongside its advisory services.

Daryush Jahanbigloo is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS Financial Services since 2011. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jonathan Chan is a financial advisor with UBS Financial Services in Pasadena, CA, holding a Series 66 designation and seven years of industry experience. He previously worked at Ellie Mae and Velocify and served as a director at 2GoTrade Limited, a software services company focused on trading platforms for local brokerages in Hong Kong and Shenzhen, primarily in a limited, contingency capacity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services, including discretionary portfolio management and fee-based financial planning.

Falon Harris is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for five years. Harris is also involved in forming an LLC focused on peer-to-peer car rentals. 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 plans according to clients’ goals and risk tolerances.

Natalya Tumanyan is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Merrill, Sigma Smart Technologies LLC, and Scottrade, Inc. 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.