Edward Dawson is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a range of capital markets services.

David Rzeslawski is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at State and Liberty and First Hawaiian Bank, as well as positions in education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Earl Thompson III is a Series 66 licensed financial advisor at UBS Financial Services with 18 years of industry experience. He has been with UBS since 2008 and serves on the Finance Committee of Our Lady of The Rosary Catholic Church, where he participates in budgeting and financial decision-making. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets activities.

Thomas Krumenacker is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 63 designation and over 32 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he is involved with the American Liver Foundation and serves as a patient advocate for the Liver Coalition of San Diego. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans for clients. The firm combines institutional trading capabilities with wealth management services, operating in multiple capacities including broker-dealer, investment adviser, and futures commission merchant.

Maria Maldonado is a Series 66-registered financial advisor with UBS Financial Services in San Diego, CA, and has 11 years of industry experience. Her career includes over a decade at UBS, interrupted by a brief tenure at AlphaCore Wealth Advisory. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Martha Alonso Hara is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with UBS Financial Services since 2010 and has been associated with UBS International Inc. since 2006. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor client strategies.

Paola Leal Cervantes is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at Via Capital and Banana Republic. Paola’s background also includes roles in healthcare and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using model-based asset allocations and research from its Chief Investment Office and global resources to tailor client plans. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Ryan Ramirez is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Bryant University and Torrey Pines High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities, including futures commission merchant activities and principal trading.

Mario Reece Rosas is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has been with UBS since 2018. Prior to his advisory career, he was involved with City Tacos for four years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making.

Candice Gleeson is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS Financial Services since 1995 and holds a Series 63 designation. UBS Financial Services 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 to provide a broad range of financial solutions.

Michele Colon is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and having one year of industry experience. She has been with UBS Financial Services since 2014. 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 leverages proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Alfonso Barros 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. He has worked at UBS since 2018, following two years as a self-employed advisor. Outside of his advisory role, he serves as a Trustee and Treasurer for El Museo del Barrio, a New York City museum focused on Latino and Latin American art. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing model-based asset allocation and proprietary research to tailor financial plans. The firm combines wealth management services with institutional trading capabilities and provides a broad range of capital markets and advisory products.

Christian Ng is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and seven years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research, custody, underwriting, and capital markets services through its platform.

Earl Thompson is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with UBS Financial Services since 1985. 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, providing a broad range of financial products and research to tailor client strategies.

Ricardo Mendez Gutierrez is a financial advisor with UBS Financial Services, holding a Series 66 designation and seven years of industry experience. He has worked at UBS Financial Services since 2018, with prior experience at UBS Asesores Mexico SA de CV and Banco JPMorgan SA de CV. 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 integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Adolfo Pastori is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 14 years of industry experience. He has been with UBS since 2012. UBS Financial Services 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, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lisa Moreno is a Series 66-licensed financial advisor with UBS Financial Services in San Diego, CA, bringing 20 years of industry experience. She 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 proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad array of capital markets, custody, and lending services.

Brian Crow is a financial advisor at UBS Financial Services in San Diego, CA, holding a Series 66 designation with four years of industry experience. Before joining UBS in 2024, he worked at Ameriprise from 2020 to 2024. His earlier work history includes roles outside the financial sector at Springhill Suites and Domino's Pizza. 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 integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Miguel Barbosa Machado is a financial advisor at UBS Financial Services with 25 years of industry experience. He has held positions at UBS since 2018 and worked at J.P. Morgan Securities from 2012 to 2018. His credentials include Series 63 and Series 66 licenses. 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 and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Azarell Diaz is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Banco Santander International for five years and has experience in academic and hospitality sectors, including roles at the Scripps Institution of Oceanography and Pier South Resort. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory solutions, combining institutional trading capabilities with wealth management services to tailor financial plans to clients' goals and risk tolerances.