Patricia Bribiesca is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and bringing 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Scott Hollaender is a Series 66-registered financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves on the Board of Directors for Junior Achievement of San Diego, participating in efforts to teach children financial literacy. 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 delivers advisory work supported by proprietary research and model-based asset allocations.

Ivy Edmunds is a Series 66 licensed financial advisor with UBS Financial Services in San Diego, CA, bringing 14 years of industry experience. She has been with UBS since 2009. Outside of her advisory work, she is involved with CorePower Yoga. 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, offering proprietary research, underwriting, and securities-backed lending programs.

Adrianne Hoy is a Series 66 licensed financial advisor with 16 years of industry experience. She has worked at UBS Financial Services since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad platform of capital markets services.

Evan Fowler is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021, following seven years at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients with 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, supported by proprietary research and a broad platform of capital markets services.

Katherine Tawoda is a financial advisor at UBS Financial Services with 22 years of industry experience. She has held roles at UBS since 2021 and previously worked at Wells Fargo Advisors for 12 years. Her credentials include Series 63 and Series 65 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lindy Pickinpaugh is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Based in San Diego, CA, she works within one of the largest financial advisory networks at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering 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, supported by proprietary research and a broad service platform.

Jordi Teixido Teixido is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and previously worked at Santander International for ten years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Michael Wasserman is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves as a school board trustee for Cold Spring School and is a committee member of the nonprofit organization Hillel of Santa Barbara, which focuses on enhancing Jewish life on the college campus. 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 integrates institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

Veronica Ramos Flores is a financial advisor with UBS Financial Services in San Diego, holding a Series 66 designation and two years of industry experience. She previously worked at Banco Santander International for twelve years. Outside of her advisory role, she serves as grantor and trustee for a wealth planning entity in San Diego. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Analisa Mcguffie is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2022, she held roles at Quality Controlled Manufacturing Inc. and the University of Arizona. 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 and proprietary research to tailor investment plans and portfolio management.

Brian Lopez is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and 66 licenses and three years of industry experience. He has previously worked at U.S. Bancorp Investments, Charles Schwab, and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management through a range of offerings, including financial planning, portfolio management, and capital markets services.

Ryan Green is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is also a commissioned Notary Public in San Diego, California. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Douglas Kincart is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and 27 years of industry experience. He has worked at UBS since 2010. Outside of his advisory role, he serves as a trustee assisting with real estate decisions for a family trust. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Helena Xu is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and 13 years of industry experience. She has been with UBS Financial Services since 2010. Outside of her advisory role, she is involved with the San Diego Women's Foundation in community service. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Nils Clark is a Certified Financial Planner (CFP®) and holds a Series 66 license with 25 years of industry experience. He has been with UBS Financial Services in San Diego since 2015. 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 and delivers advisory services supported by proprietary research and model-based asset allocations.

Victor Guzman Lopez is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. He previously worked at Citi Banamex for a total of ten years before joining UBS in 2023. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a variety of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and multiple capital markets operations.

Christina Gustin is a financial advisor with UBS Financial Services in San Diego, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2011. 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, offering a broad range of products and proprietary research to tailor client strategies.

Xavier Ortiz Mena is a financial advisor with UBS Financial Services in San Diego, CA, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2010 and with UBS International Inc. since 2006. Outside of his advisory role, Mr. Ortiz Mena is involved in several car and van rental businesses, serving as proprietor and partner in various related companies. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Karrin Ryan is a financial advisor with UBS Financial Services in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. She serves as a board member for the Rest Haven Children's Health Fund, a charity supporting children in need of medical or health funding. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, offering model-based asset allocations and research-driven financial planning through a large network of advisors.