Kin Kwan Man 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 positions at Bank of America and Citi. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including fiduciary financial planning and capital markets operations.

Gary Ng is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Jaycen Sussman is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to joining UBS, he held roles at Front Runner Sports, Summit Business Management, and Nksfb, LLC. He also has experience in education with Newbury Park High School and UC Santa Barbara. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, combining wealth management with institutional trading capabilities and proprietary research to tailor client portfolios.

Jiaxing Huo is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at Merrill, CICC Wealth Management, and the China Europe International Business School prior to joining UBS. His background also includes a role at Juxi Polo Academy. 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 utilizes proprietary capital market assumptions and research to tailor portfolio management and financial planning to clients' goals and risk tolerances.

Bei Xiong is a financial advisor at UBS Financial Services in San Francisco, holding a Series 66 designation with one year of industry experience. Prior to joining UBS in 2025, Bei worked for Bank Julius Baer & Co Ltd for nine years. 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 combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Yupan Wen is a Series 66-licensed financial advisor with UBS Financial Services in San Francisco, CA, where he has worked since 2015. He has 22 years of industry experience. Outside of his advisory role, Wen is involved with the Andrew Wen 2019 Trust, which manages asset investment and distribution activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering financial planning, portfolio management, and access to proprietary research and capital markets services.

Vilma Chuy is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at UBS since 2015, previously spending three years at Wells Fargo Clearing. 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 delivers advisory work using proprietary capital market assumptions and research from UBS Global Research.

Nancy Yuen is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley from 2016 to 2021. Since 2021, she has been with UBS Financial Services in San Francisco, CA. UBS Financial Services 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 through its comprehensive platform.

Megan Zhang is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and has worked with UBS International since 2010. Based in San Francisco, CA, she operates within one of the largest financial advisory platforms. 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, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Nathan Ho is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation. He joined UBS in 2025 and has a varied background including roles at Claremont Country Club and the Boys & Girls Club of Oakland. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with institutional trading capabilities.

Emily Chin is a financial advisor at UBS Financial Services in San Francisco, holding a Series 66 designation. She joined UBS in 2025 and has prior work experience across various industries, including roles at Sephora, Williams-Sonoma, Deloitte, and KPMG. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary market research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad set of services including trading, underwriting, and securities-backed lending.

Irene Stanley is a financial advisor at UBS Financial Services with 32 years of industry experience. She has held positions at Morgan Stanley \& Co. LLC and Morgan Stanley Smith Barney before joining UBS in 2017. Stanley holds Series 63 and Series 65 licenses. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Denis Roy is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes 12 years at Citigroup Global Markets and six years at Morgan Stanley prior to joining UBS in 2015. Roy is also a partner at the Great Bailey Island Land Company and is involved with a nonprofit affiliated with UC Berkeley. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and advisory services, offering financial planning, portfolio management, and access to proprietary research and capital markets capabilities. The firm combines institutional trading functions with wealth management to provide a broad range of investment and advisory solutions.

Guoan Liu is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Polywen, JPMorgan Chase Bank, J.P. Morgan Securities LLC, Navadeal, and Amazon. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor client plans.

John Lupario is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, and Spruce Lake Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services.

Jennifer Sales Sorto is a financial advisor at UBS Financial Services with the Series 66 designation and one year of industry experience. Prior to joining UBS in 2021, she worked at Becker & Lee LLP from 2019 to 2021 and held roles at JAMS Mediation, Arbitration and ADR Services and UC Santa Barbara Thunderdome Events Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm also offers institutional trading capabilities and wealth management services across a broad platform.

Peter Browne is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with UBS since 1995. Browne is also a limited partner in Lark Creek Partners LP, a restaurant business in San Francisco. 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 combines institutional trading capabilities with wealth management, offering access to proprietary research and a broad set of capital markets services.

Vinicius Moreira Lanza is a financial advisor at UBS Financial Services in San Francisco, holding the Series 66 designation with one year of industry experience. His prior work includes roles at Swimtec Gainesville, the Brazilian Army, Minas Tenis Clube, and Indiana University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based planning, portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and capital market assumptions.

Diane Endo is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and bringing 39 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor client solutions.

Jenny Pamogas Canaya is a financial advisor at UBS Financial Services with 18 years of industry experience. She has been with UBS since 2012 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to tailor plans according to clients’ goals and risk tolerances.