Benjamin Nussbaum is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has been with UBS since 2012. Nussbaum serves as treasurer and board member of the Rancho Bernardo Pop Warner foundation. 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 offers proprietary research and affiliated banking programs.

De Anne Steele is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America Private Bank. Steele participates in the San Diego Angel Conference at SDSU and is a member of Wharton Alumni Angels, where she reviews early-stage investment opportunities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm offers tailored financial planning and portfolio management based on proprietary research and capital market assumptions.

Eugene Plahotnii is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing, Avantax Advisory Services, FSC Securities Corp, and ATS Advanced Trustee Strategies. Eugene is based in San Diego, CA. 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 client plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and market-making activities.

Sanchit Suneja is a Series 66 licensed financial advisor at UBS Financial Services with one year of experience. Prior to joining UBS in 2025, he spent four years at the University of California San Diego and seven years at Modern School Barakhamba Road. UBS Financial Services 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 services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Alexander Boswell is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, leveraging proprietary capital market assumptions and research to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers a broad range of financial products and services.

Thomas Mcmullen is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory role, he assists with a family-run gourmet popcorn business owned by his wife. 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 research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Adam Seperack is a financial advisor at UBS Financial Services in San Diego, CA with 11 years of industry experience. He has been with UBS since 2014 and holds the Series 66 designation. 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 offers research and lending programs as part of its platform.

Veronica Lizeth Montalvo is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. 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, providing a range of capital markets and research resources.

Dustin Rief is a CFP® with 23 years of experience in the financial services industry. He has worked at UBS Financial Services since 2019 and was previously employed at Mercer Global Advisors Inc. from 2016 to 2019. Dustin is based in San Diego, CA, and holds the Series 65 and Series 63 licenses. 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, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Kendal Glatthorn is a financial advisor with UBS Financial Services in Philadelphia, PA, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. Prior to joining UBS in 2021, he worked at Goldman Sachs & Co. from 2015 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, leveraging proprietary research and market insights to tailor solutions for its clients.

Chase Puente is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked at TD Ameritrade and operated a real estate business, Chase Puente, Real Estate, for one year. 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 according to clients’ goals and risk tolerances.

Cassandra Walsh is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, she held positions at Robert Half and was self-employed. 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 capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Brian Gemmell is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Outside of his advisory role, he owns Gemmell Enterprises, a sole proprietorship providing notary services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Nadine Babiuch is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. 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 model-based asset allocations.

Bryce Herman is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with UBS Financial Services since 2013. 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.

Nicholas Pavle is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. 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 services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Karen Dhuyvetter is a CFP® with 23 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2014. She holds the Series 66 designation and operates out of San Diego, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of advisory and brokerage offerings, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning, discretionary portfolio management, and access to capital markets and lending programs.

Kenneth Abady is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides financial planning, portfolio management, and a range of capital markets services, leveraging proprietary research and institutional trading capabilities.

Arda Okcuoglu is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles at Citibank and worked in various capacities outside finance, including at Blackhorse Coffee & Espresso and Lokum. He also pursued full-time education at Cal Poly San Luis Obispo. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored through proprietary research and model-based asset allocations.

Sean Anthony is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining UBS in 2020, he worked at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith from 2015 to 2020. Outside of his financial advisory role, he is involved in several real estate ventures through ownership in multiple LLCs. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and capital markets expertise.

Katherine Gros is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and six years of industry experience. She has been with UBS since 2017 and previously worked at Alliance Residential for one year. UBS Financial Services Inc. 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, offering a broad range of capital markets services and proprietary research to support client strategies.

Benjamin Kingsley is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at UBS Financial Services since 2019 and previously spent four years at Mercer Global Advisors Inc. Kingsley serves on the board of directors for The Anza Borrego Foundation, which supports land conservation, education, and research for Anza Borrego State Park. 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 research and model-based asset allocations to tailor financial plans and portfolio management according to clients’ goals and risk tolerances.

Bradford Benter is a financial advisor with UBS Financial Services in San Diego, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2011. 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, offering a range of capital markets and research-driven investment solutions.

Ryan Peterson is a financial advisor at UBS Financial Services in San Diego, CA, holding a Series 66 designation with six years of industry experience. His work history includes multiple roles at UBS since 2017 and prior experience in various sectors including education and the U.S. Marine Corps. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Steven Dematteo is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he has provided a short-term loan to a manufacturing business, Masterbuilt. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing model-based asset allocations and research to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including proprietary research and affiliated banking programs.

Perry Zeigler is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

Raseca Eustaquio is a financial advisor with UBS Financial Services in Los Angeles, holding a Series 66 designation and four years of industry experience. She has been with UBS Financial Services since 2020, following a 20-year tenure at Bank of America. UBS Financial Services Inc. 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 services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Piet Aldrich is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. A former professional tennis player, Aldrich participates in several charity tennis events annually as an independent contractor. 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, custody, underwriting, and capital markets services.

Blair Cannon is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 credential and has been with UBS since 2015. Cannon serves on the Board of Directors and the Investment and Finance Committees of the YMCA of San Diego County. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to design tailored financial plans based on proprietary research and market analysis.

Julie Nagle is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 designations and 24 years of industry experience. Her career includes prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where she worked for a combined 18 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through 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 services and utilizes proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Lori Robinson is a financial advisor at UBS Financial Services with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. Outside of her advisory work, she serves as a member of the estates and trust committee at Rady Children's Hospital in San Diego. UBS Financial Services 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 and uses proprietary research and model-based asset allocations to tailor client strategies.

Sydney Jang is a financial advisor at UBS Financial Services with one year of industry experience. They hold a Series 66 designation and have held positions at UBS Financial Services and the University of California, San Diego Economics Department. Sydney was also involved with the UCSD Student Sustainability Collective during their time at the university. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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 investment plans to client goals and risk tolerances.

Mica Lam is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and 26 years of industry experience. Prior to joining UBS in 2021, Lam held roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., Bank of America, N.A., and Merrill. 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 and provides a broad range of capital markets services.

Debra Avina is a financial advisor at UBS Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses with 25 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through proprietary research and a broad platform of capital markets services.

Jeffrey Hackett is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is involved in a family-run LLC that rents out a recreational vehicle, where he focuses on financial modeling, entity structure, and tax coordination. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 investment strategies.

Olivier Nazon is a financial advisor at UBS Financial Services with two years of industry experience. Before joining UBS in 2023, he worked at First Republic Bank and was employed at the San Diego Metropolitan Transit System. Prior to his finance career, he operated an e-commerce store on the Amazon platform for seven years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a range of services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Lea Ziesing is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and six years of industry experience. Prior to joining UBS, she worked in media at News 10 and held a position with Senator Dodd in California State Government. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances. The firm offers a broad range of services, including discretionary portfolio management, financial planning, and capital markets activities.

Casey Camacho Jones is a Series 66-licensed financial advisor with 12 years of industry experience, currently working at UBS Financial Services since 2016. Based in San Diego, CA, Jones has spent a decade with UBS, focusing on client financial advisory services. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Del Vecchio Jr. is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2016. In addition to his advisory role, he is a member of the Poway Chamber of Commerce in California. 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 a broad range of capital markets and research resources.

Lauren Truman is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at UBS Financial Services since 2022 and previously spent six years at Merrill Lynch. Outside of her advisory role, she is a consultant for Elepreneurs, a supplement-related LLC. UBS Financial Services Inc. provides brokerage and advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and capital markets solutions through a platform that integrates proprietary research and institutional trading capabilities.