Jenny Gordon is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with UBS Financial Services in Spokane, WA, having worked there from 2013 to 2022 and returning in 2026 after a four-year tenure at Merrill. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and models to tailor investment strategies.

Kimberly O Doherty is a financial advisor with UBS Financial Services, holding a Series 66 designation and six years of industry experience. She has worked at UBS since 2017 and previously at Country Financial from 2013 to 2017. 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 proprietary research and a broad range of capital markets services.

Garry Shea is a financial advisor with UBS Financial Services in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with UBS since 2008. Shea serves as a trustee for the John W. & Diane S. Scelfo Irrevocable Trust and the S Irrevocable Trust, which is a passive life insurance trust. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor solutions based on proprietary research and model-based asset allocations.

Glen Gavin is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at firms including JMK & Associates, Financial Advocates Investment Management, LPL Financial, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Amanda Barnes is a Series 66-licensed financial advisor with three years of industry experience, currently practicing at UBS Financial Services. Prior to joining UBS, she worked at Magnuson McHugh & Company and Jones & Roth CPA and Business Advisors. Barnes has also held roles outside finance, including as a private nanny and in bookkeeping. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and discretionary portfolio management.

Isaac Hamilton is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Outside of his advisory work, he provides business advice and handles official paperwork for Bloomed Wild LLC, a company selling handmade fiber art. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by proprietary research and model-based asset allocations.

Shelsey Robertson is a financial advisor at UBS Financial Services with 11 years of industry experience and a Series 66 designation. She 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, 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 investment plans.

Stefanie Page is a Series 66 licensed financial advisor with UBS Financial Services in Spokane, WA, where she has worked since 2008. She has 19 years of industry experience. Outside of her advisory role, she serves as Treasurer of the Kalispel Golf & Country Club 9 Hole Ladies Club. 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 plans.

Greg Hotchkiss is a financial advisor with UBS Financial Services in Spokane, WA, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with UBS Financial Services since 2006. Outside of his advisory role, he serves as president of Cameron & Co. and participates in a local road maintenance association. 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, utilizing proprietary research and model-based asset allocations to tailor client plans.

Mike R Mumford is a financial advisor with UBS Financial Services in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS Financial Services since 1988. UBS Financial Services Inc. 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 solutions.

Adam Arzner is a financial advisor with UBS Financial Services in Spokane, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and Pacific Residential Mortgage. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and investment strategies to client goals and risk tolerances.

Vanessa Taylor is a financial advisor at UBS Financial Services with six years of industry experience. She previously worked at Charles Schwab Bank, SSB, Charles Schwab and Co., Inc., and Washington Trust Bank. Taylor holds Series 66 and Series 63 licenses. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management through its roles as a broker-dealer, investment adviser, and futures commission merchant.