Mc Kenzie Cooke is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. Mc Kenzie was a full-time student for nine years prior to her career in financial services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and model-based asset allocations.

Shelly Huang is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the 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. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and provides a broad range of capital markets services.

Kimberly Twombly is a CFP®-designated financial advisor with UBS Financial Services in San Francisco, CA. She has 22 years of industry experience and has been with UBS since 2003. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Susan Hon is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining UBS in 2021, she worked at Merrill, Morgan Stanley, and Wells Fargo Advisors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, providing tailored solutions across multiple investment and capital markets products.

Alan Shanken is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2015. He serves on the Investment Committee of the University of Arizona Foundation and is a member of its Board of Trustees. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management.

Benjamin Dean is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 66 designations. 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 proprietary research and comprehensive capital markets services.

Vivian Mui is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and 13 years of industry experience. Her prior work history includes positions at both UBS Financial Services and Morgan Stanley. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

John Gardiner is a financial advisor at UBS Financial Services with 50 years of industry experience. He has been with UBS since 1995 and holds the Series 63 designation. Outside of his advisory role, he serves on the board of directors for Cercle de l'Union, a culinary arts club, and acts as treasurer for his homeowners' association. 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 asset allocation models to tailor client solutions.

Marcus Fagersten is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, he is a partner in R&B United LLC and the managing member of Double OH LLC, a company formed solely to own a boat. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven investment strategies tailored to clients' goals and risk tolerances.

Ari Messenger is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2023, Ari worked at First Republic Investment Management, First Republic Securities, and Wells Fargo. Outside of financial services, Ari holds a law license from the California State Bar and serves on the boards of the Pleasanton Mothers Club and St. Clare’s Episcopal Preschool, where they are involved in community and fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services while delivering customized financial plans based on proprietary research and asset allocation models.

Michael Bonomo is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 13 years before joining UBS in 2026. He is based in San Francisco, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory services.

Ryan Clark is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has worked at UBS since 2023. His prior roles include positions at Universidad CEU San Pablo and several educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad service platform.

Aileen So is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with UBS since 2015. Outside of her advisory work, she is involved with Young Living Essential Oils, a privately held company. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including 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 plans to client goals.

Darren Chiang is a financial advisor with UBS Financial Services in San Francisco, CA, holding a Series 65 designation and approximately four years of professional experience including roles at Candor and DreamPark. He also attended the University of California, Berkeley. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include 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 client goals and risk tolerances.

Helen Vollmer is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as trustee for the William T. Brown Estate, managing and distributing the estate's assets. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Adam Tait is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Amazon Prime and Marriott International in various roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions through a broad platform.

Andrew Senna is a financial advisor with UBS Financial Services in San Francisco, CA. He holds a Series 66 designation and has recently entered the industry with approximately one year of experience. His prior roles include positions at Amakara and the University of Oregon. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor client portfolios.

Emily Jacobsen is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has been with UBS since 2017. Prior to her advisory role, she worked in education for nearly a decade and also spent time affiliated with UC Davis. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Sophie Polonichko is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has previously worked at Esplin & Associates and TutorTutor. 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 uses proprietary research and model-based asset allocations to tailor client solutions.

Allison Hart is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work includes roles at Genstar Capital and Capgemini Invent. Outside of finance, she has been involved with Corepower Yoga since 2024. 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 plans. The firm offers a range of services including portfolio management, financial planning, and capital markets operations.