North Los Angeles, CA Office

Grant Acker is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 license and has worked at UBS since 2019. Outside of his advisory role, he teaches piano lessons and serves on the board of directors for Dog Pwr, a nonprofit focused on saving shelter dogs through adoption. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets functions.

Jacob Dardashti is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked for Sanford C. Bernstein & Co., LLC for six years and has experience outside finance at Fat Sal's Deli. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored investment plans and research-based strategies.

Maria Ferrante is a financial advisor at UBS Financial Services in Los Angeles, CA, holding a Series 66 designation and with 23 years of industry experience. She has been with UBS since 2015. Ferrante serves on the board of directors for the Haven Academy of the Arts, where she also acts as an unpaid advisory CFO. 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 employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Stefan Lendi is a financial advisor with UBS Financial Services in Los Angeles, California, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as the treasurer and a board member of the Return to Zero Center for Hope and Healing Inc., an organization focused on perinatal loss awareness and support. 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 employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Alisa Melkonyan is a financial advisor at UBS Financial Services in Los Angeles, CA, with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including J.P. Morgan Securities LLC, First Republic Investment Management, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings.

Isabelle Steel is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at Crown Worldwide Group and Johannsen & Associates, Inc. She has also worked in various capacities connected to educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Ryan Chase is a financial advisor with UBS Financial Services in Los Angeles, CA. He holds a Series 66 designation and has 14 years of industry experience, including 10 years at UBS. Outside of his advisory role, he works as a Lyft and Uber driver during non-trading hours. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

David Goodenough is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has been with UBS since 2008. 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 supported by proprietary research and model-based asset allocations.

Erika Balla is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services since 2013, including a brief tenure at Manhattan West. Based in Los Angeles, CA, her career is primarily focused within UBS firms. 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.

Jesse Amarillas is a financial advisor with UBS Financial Services in Los Angeles, CA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with UBS Financial Services Inc. since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Veronica Mishriki is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has a diverse background including roles at Postal, Teaspoon, and the Los Angeles County Office of Education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm integrates proprietary capital market assumptions and research to tailor financial plans according to clients’ goals and risk tolerances.

Patrick Joos is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Based in Los Angeles, CA, his career has been focused solely within UBS Financial Services. 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, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Dayne Crist is a financial advisor at UBS Financial Services in Los Angeles, CA, holding Series 66 and Series 63 licenses with 11 years of industry experience. He previously worked for Sanford C. Bernstein & Co., LLC for 11 years before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations in advising clients.

Jenna Kraczek is a financial advisor at UBS Financial Services with 13 years of industry experience. Prior to joining UBS in 2021, she worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA for eight years. Outside of finance, she owns and operates Jenna Kraczek Photography, a freelance photography business established in 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning, portfolio management, and capital markets activities.

Kristin Bateman is a CFA® charterholder with 21 years of experience in the financial services industry. She is currently with UBS Financial Services in Los Angeles, where she has worked since 2022, having previously held roles at First Republic Securities Company and First Republic Investment Management, as well as an earlier tenure at UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management strategies.