Forbes recognizes five UBS advisers | News

Five UBS Wealth Management USA financial advisers based in the firm’s Pacific Desert Market have been named to the Forbes Top Next-Gen Wealth Advisors Best-in-State list for 2024. Of the five, Phoenix-based adviser Stockton Schultz also ranked 34th nationally on the Forbes America’s Top Next-Gen Wealth Advisors list.

“I’m very proud to see these talented young advisors recognized for their dedication to clients,” said Justin Frame with Pacific Desert Market, UBS.

“They are fully committed to helping clients achieve their financial goals and life ambitions, by providing personalized, comprehensive wealth management services and best-in-class advice. Congratulations to these outstanding advisers on this tremendous achievement.”

The advisers recognized by Forbes include Stockton Schultz (Phoenix), Aaron Rottenstein (Tucson), Blake Foster (Newport Beach, California), Earl B. (Bryan) Thompson III (San Diego) and Kyle Yoneshige (Honolulu).

Schultz has more than 15 years of wealth management experience, during which he has advised clients through complex market cycles and pivotal life stages. He employs a comprehensive approach that begins with listening to clients’ needs to help ground every strategy in an understanding of their goals. 

Stockton holds the UBS Athletes and Entertainers Consultant (“AEC”) designation. Advisers with this designation meet specific requirements and participate in an extensive training program, which covers complex needs unique to this client segment, such as atypical income streams and special financing circumstances. 

This is the eighth consecutive year that Stockton has been recognized by Forbes as a leading next-gen adviser. He also has been named to several other industry accolade lists over the years, including the Financial Planning 40 under 40 Broker list (2024), the Forbes Best-in-State Wealth Advisors list (2021-2024), the Forbes Best-in-State Wealth Management Teams list (2023-2024; No. 1 in Arizona 2024) and the Barron’s Top 1,200 Financial Advisors list (2021).

Rottenstein has extensive experience providing financial planning, investment consulting and wealth management services. He serves a diverse clientele of successful business owners, professionals, high-net-worth families, and institutions in the endowment/foundation, nonprofit, Taft-Hartley, and retirement plan space. 

Rottenstein is part of the UBS Institutional Consulting Group and has been named an Endowment and Foundation Consultant by UBS, empowering him to work with some of the firm’s most sophisticated, largest and complex clients as a fiduciary. Rottenstein has previously been recognized on several Forbes lists throughout his career, including the America’s Top Next-Gen Wealth Advisors (2021), Top Next-Gen Wealth Advisors Best-in-State (2022-2024), Best-in-State Wealth Advisors (2022-2024), and Best-in-State Wealth Management Teams (2023-2024) lists.

Foster joined his father, Marc, at Foster Wealth Management in 2009 after graduating from Loyola Marymount University with a BBA degree and concentrations in finance and entrepreneurship. He specializes in alternative investments, financial planning and educating clients’ next generations on investing. 

Foster has previously been named to the Forbes America’s Top Next-Gen Wealth Advisors list (2017-2018, 2020-2022), the Forbes Top Next-Gen Wealth Advisors Best-in-State list (2018-2019, 2022-2024), the Forbes Best-in-State Wealth Advisors list (2022-2024) and the Forbes Best-in-State Wealth Management Teams (2023-2024).

Thompson joined UBS in 2008 and specializes in serving the financial needs of high-net-worth individuals, families, and business owners. 

With his considerable knowledge of financial planning, Thompson helps clients pursue their personal and financial goals by working together to develop customized strategies while utilizing active asset allocation and a regular review process. He and his team of six manage over $2 billion in client assets. Thompson earned his BBA degree in finance and marketing from the University of Washington, Seattle. Thompson has previously been recognized by Forbes on the America’s Top Next-Gen Wealth Advisors list (2020), the Top Next-Gen Wealth Advisors Best-in-State list (2018-2019, 2022-2024), the Forbes Best-in-State Wealth Advisors list (2023-2024) and the Forbes Best-in-State Wealth Management Teams list (2023-2024).

Yoneshige joined UBS in 2014. He is a certified financial planner, certified private wealth adviser and holds a certified public accountant license. Previously, Yoneshige was an investment banking analyst at Financial Technology Partners in San Francisco, handling corporate mergers, acquisitions, and IPO consulting. Born and raised in Honolulu, Yoneshige graduated from the University of Southern California. He currently serves on the boards of University Health Partners of Hawaii, the Hawaii Estate Planning Council and the Wai’alae School Foundation. Previously recognized as Forbes Top Next-Gen Wealth Advisors Best-in-State in 2019 and 2023, Yoneshige has also been on the Forbes Best-in-State Wealth Advisors lists in (2022-2023) and the Forbes Best-in-State Wealth Management Teams list (2023-2024).

The Forbes/SHOOK Top Next-Gen Advisors Best-In-State list features 1,621 top professionals who manage nearly $2.8 trillion in assets. Each Forbes list is compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisers.