John Mcdevitt is a financial advisor with UBS Financial Services in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with UBS since 1990 and also maintains a role at International Trading Group since 1977. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Dina Hall is a financial advisor at UBS Financial Services with 39 years of industry experience, all of which has been with UBS since 1987. She holds a Series 63 designation. Outside of her advisory role, she serves as a co-trustee for a family trust involved in settling an estate. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Joshua Yeager is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining UBS in 2025, he worked at Scotia Capital (USA) Inc., Nomura Securities International, Inc., KPMG, and Duff & Phelps. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and securities-backed lending programs.

Lucille Denos is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2010. Outside of her advisory work, she has worked as a backup cashier in retail. 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, offering a broad range of investment products and capital markets services.

James Yeager is a financial advisor at UBS Financial Services in San Mateo, CA, with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm provides institutional trading capabilities alongside wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jacqueline Kehoe is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Lisa Rose is a financial advisor with UBS Financial Services in San Mateo, CA, holding the Series 66 designation and bringing 23 years of industry experience. She has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to client goals and risk tolerances.

Pierre Andre Volpe is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 66 credentials and five years of industry experience. His previous roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Hallmark Aviation Services. UBS Financial Services serves individual, corporate, and institutional clients with 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 and provides a broad range of capital markets and advisory solutions.

Cynthia Valencia is a financial advisor with UBS Financial Services in San Mateo, CA, holding a Series 66 designation and seven years of industry experience. She previously worked five years at Morgan Stanley before joining UBS in 2021. 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 plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of products and solutions.

John Yeager is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market insights.

Paula Bai is a financial advisor with UBS Financial Services in Los Angeles, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Morgan Stanley, RBC Capital Markets, and Wells Fargo. Outside of her advisory work, she owns a rental property in Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and offers a range of financial planning and capital markets solutions.

John Petrick is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 1998. Petrick also serves as trustee for the Florence E Hardwick Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Scott Jower is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he owns a sole proprietorship specializing in marketing and product development consulting. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.