Experience Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

Ronald Bryan Ewing, CFP®

Senior Vice President - Wealth Management
Branch Manager
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
209-205-4454

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Ron began his financial services career in 2003 as an Account Executive in the residential mortgage division of HSBC before transitioning to UBS in 2007. In 2017, Ron was promoted to Branch Manager of the Merced branch.

When not at work, Ron enjoys playing competitive golf, water and snow skiing, and spending time with his wife and two children.

Ron holds Series 7, 9, 10, and 66 securities licenses as well as life and health insurance


Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY


Timothy Michael Pistoresi

Senior Vice President - Wealth Management
Financial Advisor
209-723-3911

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A model of consistency and dedication, Tim has worked as a financial advisor in Merced since 1983. In that time, Tim has helped countless clients plan for and achieve their financial goals. 

Drawing on his vast experience, Timothy emphasizes time-tested approaches to investing. He is committed to client service and believes that client relationships are his most important asset. 

He earned his B.S.C. in finance from the University of Santa Clara. He is FINRA-registered and holds Series 7, 9, 10, and 66 securities licenses as well as licenses for life insurance and annuities.


Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY


David John Rogina

Director
Senior Wealth Strategy Associate
209-205-4445

email



With more than 30 years in the financial services industry, David advises individuals, families, and businesses on techniques to help them accumulate, protect, and transfer wealth. David leverages his knowledge of and experience with financial and retirement planning, fixed income, equities, and structured products to help his clients pursue their financial goals.

David earned a B.A. from Cal State - Chico with concentrations in social sciences/education and has received his secondary teaching credential. He holds Series 7, 63, and 66 securities licenses as well as life, health, and long-term care insurance licenses.


Registered States:
AR, AZ, CA, CO, FL, HI, ID, IL, MD, MI, NE, NM, NV, NY, OK, OR, TN, TX, VA, WA, WY


Edward F. Macha

Senior Vice President - Wealth Management
Financial Advisor
209-205-4475

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For Eddie, being a Financial Advisor is more than just providing financial plans. It's a way to guide clients on the path to realizing their goals. He primarily services small business owners, individuals, and their families in the areas of fixed income, equities, and estate and retirement planning.

Eddie began his financial services career in 2003 as Associate District Manager of GMAC Mortgage. He moved to RPM Mortgage as a Vice President/Partner in 2006 before transitioning to UBS in 2007.

He holds Series 7 and 66 securities licenses as well as life and health insurance licenses.


Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY


Alex Pittz, AAMS®

Senior Vice President - Wealth Management
Financial Advisor
Accredited Asset Management Specialist (AAMS®)
209-205-4448

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Alex joined the firm in 2000 and currently excels as the team's primary Portfolio Manager. An Accredited Asset Management Specialist (AAMS®), he has developed and continues to improve our proprietary models for analyzing stock and mutual performance.

Alex is the Founder and a member of the Board of Directors of the Chowchilla Athletic Foundation. He is also the Head Coach of the Chowchilla High School Varsity Football Team.

Alex earned his B.A. in Organizational Behavior and Management from Brown University. He is FINRA-registered and holds Series 7 and 66 securities licenses as well as licenses for life insurance and annuities.


Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WY


Brian James Gudgel, CFP®, CRPC®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
209-205-4442

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Brian joined UBS in January of 2007, and since then he has helped many clients manage their wealth through extraordinarily volatile times.

As a Certified Financial Planner® and Chartered Retirement Planning Counselor®, he is uniquely equipped to develop both large and small scale financial plans for clients of all sizes. Brian also guides businesses in the establishment and management of corporate retirement plans.

He received his M.B.A. from Azusa Pacific University as well as a B.S. in Marketing. He is FINRA-registered and holds Series 7 and 66 securities licenses.


Registered States:
AZ, CA, MI, NV, OR, TX, VA


Nicholas Timothy Pistoresi

Wealth Strategy Associate
209-205-4447

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A graduate of Azusa Pacific University in 2014, Nick has been with our team since that time. As a Relationship Manager, he provides support to our Financial Advisors and assists on various tasks ranging from financial planning to equity and fixed income trading.

He holds Series 6, 7, and 63 securities licenses.


Registered States:
CA


Suzanne H. Smith

Wealth Management Associate
209-205-4443

email



Sue began her career with UBS over 25 years ago as a Wire Operator before becoming a Client Service Associate and eventually Operations Manager. She then transitioned to her current role as a Wealth Management Associate. Sue assists the team and its clients by providing and delivering premium services.

In addition to being a notary public, Sue holds Series 7, 63, and 66 securities licenses as well as life, variable life, health, and variable annuity insurance licenses.


Registered States:
AZ, CA, NV


Melissa D. Frazier

Senior Client Service Associate
209-205-4459

email



Missy joined the team in January of 2012. Prior to joining the team, she already had twelve years of experience in the financial services industry working in various capacities. It is her goal to deliver service at the highest level to our clients.

Missy volunteers with several non-profit organizations and is a member of the local Ag Boosters Board of Directors.

She holds Series 7 and 66 securities licenses as well as licenses for life insurance and annuities.


Registered States:
CA


Holly Kristen Jeppesen

Client Service Associate
209-205-4458

email



Holly began her financial services career in 2002 with Washington Mutual Bank, later merging to Chase Bank as a Licensed Personal Financial Representative before transitioning to UBS in 2015. Holly assists the team and clients in providing superior service from start to finish. In addition to being a Notary Public, Holly holds Series 6, 63 and California life insurance license. Holly and her husband, Robby, stay busy with their 3 active sons in sports and racing.


Registered States:
CA


Andres "Andrew" Curiel IV

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
209-205-4453

email



Andrew first joined UBS in 2017 in the Silicon Valley leading Business Owners, Corporate Executives, and Individual Families through the Financial Planning Process , guiding them through their current financial stage and setting them on a path to where they wanted to be in their near, immediate and long term future.

 Andrew has obtained his B.S. in Finance from the University of Mary Hardin-Baylor, the Certified Financial Planner® designation from the CFP Board, The Accredited Wealth Management Advisor® designation from the College for Financial Planning. He is FINRA-registered and holds Series 7 and 66 licenses as well as life, health and long-term care insurance licenses.

 When not at work, Andrew enjoys playing golf and is the assistant boys and girls golf coach at El Capitan High school.


Registered States:
AZ, CA


Clinton Wesley Moore

Vice President - Wealth Management
Financial Advisor
209-723-3911

email




Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY