Gordon Semeniuk is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Andrew Baumgartner is a financial advisor at UBS Financial Services with 14 years of industry experience. His prior roles include positions at MBSC Securities Corporation, BNY Mellon Wealth Management, Wells Fargo Advisors LLC, and Wells Fargo Bank. He holds a Series 66 designation. 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 solutions. The firm leverages proprietary research and model-based asset allocation to tailor financial plans to client goals and risk tolerances.

Steven Sun is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 66 licenses with 29 years of industry experience. Prior to joining UBS Financial Services in 2010, he worked at UBS International Inc., Credit Suisse Securities (USA) LLC, and Pershing LLC. He serves as a board trustee for The Stevenson School, a selective coeducational PK-12 boarding and day school. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations, principal trading, and underwriting.

Gabrielle Soto is a financial advisor at UBS Financial Services in San Francisco, holding a Series 66 credential. Soto joined UBS in 2025 and has prior work experience outside the financial industry, including several years at Starbucks. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across multiple products and platforms.

Priya Aggarwal is a financial advisor at UBS Financial Services in San Francisco, holding a Series 66 designation with 23 years of industry experience. She has been with UBS since 2004. Outside of her advisory role, she is involved with 11 Tours, an organization connecting high school students to college students, where she serves as an officer and part-owner, and she is the proprietor of Rita & Hers, a consumer goods business focused on omega-rich seed blends and potentially teas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management.

Erin Adams is a Series 66-licensed financial advisor at UBS Financial Services in San Francisco, CA, with one year of industry experience. Prior to joining UBS, she worked at Ameriprise Financial and has a background that includes time at Wittenberg University and Beaumont School. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Sean Livingston is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. since 2009. Outside of his advisory role, he serves as a successor trustee and durable power of attorney for a family trust. 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 and provides proprietary research and capital markets services.

Connie Cheng is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Enoch Lee is a financial advisor at UBS Financial Services in San Francisco, holding a Series 66 designation with two years of industry experience. He previously worked at UBS AG Hong Kong Branch for five years and Bank of China Group Investment for six years. Outside of his advisory role, he serves as proprietor and chairman of Sunny Team Development Limited, a holding company of personal assets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor client portfolios.

Madeleine Odenweller is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience with Truist Advisory Services and Truist Investment Services. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services across its platform.

Harry Zhang is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has prior work experience at the University of California, Irvine, and with the Shanghai Overseas Economic & Technology Promotion Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Ryan Yamaguchi is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he is involved in property rental management. UBS Financial Services 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 with institutional trading capabilities and a broad range of financial services.

David Colombo is a financial advisor at UBS Financial Services in San Francisco, holding the Series 66 designation with five years of industry experience. Prior to joining UBS in 2021, he worked at Equitable Advisors and spent four years at Memorial Sloan-Kettering. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and Global Research teams to tailor client plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets services.

Sara Darmoni is a Financial Advisor at UBS Financial Services with 25 years of industry experience. She has been with UBS since 2008 and holds the Series 66 designation. 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 uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Adrianna Wirth is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. She has previously worked at Ameriprise and has experience in private family advisory roles and public service with the City of Benicia. 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. The firm uses proprietary research and model-based asset allocations to tailor client plans and provides both fiduciary financial planning and capital markets services.

Steven Davis is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds a Series 63 designation and has worked at UBS since 1986. Outside of his advisory role, he conducts market research on products and services for Schlessinger & Associates. 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 provides customized financial planning and portfolio management supported by proprietary research and capital market assumptions.

Norman Epstein is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. 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 uses proprietary research and model-based asset allocations to tailor investment plans.

Sifa Butcher is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials. Based in San Francisco, CA, Sifa joined UBS in 2025 and has no prior industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Ingrid Hession is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Merrill and Bank of America prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Neil Konigsberg is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as Treasurer and a board member of the San Ramon Valley High School Boosters, which supports the financial needs of the school's athletic programs. 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. The firm uses proprietary research and model-based asset allocations to deliver tailored financial plans and portfolio management.