Investors who lost money on Atkore Inc.(ATKR) should contact Levi & Korsinsky about pending Class Action – ATKR

NEW YORK, March 24, 2025 (GLOBE NEWSWIRE) — Levi & Korsinsky, LLP notifies investors in Atkore Inc. (“Atkore Inc.” or the “Company”) (NYSE: ATKR) of a class action securities lawsuit.

CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Atkore Inc. investors who were adversely affected by alleged securities fraud between August 2, 2022 and February 3, 2025. Follow the link below to get more information and be contacted by a member of our team:

https://zlk.com/pslra-1/atkore-inc-lawsuit-submission-form?prid=137744&wire=3

ATKR investors may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

CASE DETAILS: The filed complaint alleges that defendants made false statements and/or concealed that: (1) Atkore engaged in an anticompetitive price-fixing scheme that artificially inflated the price of PVC Pipes; (2) Atkore reaped significant, unsustainable financial benefits from its anticompetitive conduct; (3) as Atkore’s price-fixing scheme was exposed, the Company and its price-fixing co-conspirators were no longer able to artificially inflate the price of PVC Pipes, resulting in a substantial decrease in the price of PVC Pipes; (4) Atkore’s business and operations were negatively impacted; and (5) as a result, defendants’ positive statements Company’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.

WHAT’S NEXT? If you suffered a loss in Atkore Inc. during the relevant time frame, you have until April 23, 2025 to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn’t require that you serve as a lead plaintiff.

NO COST TO YOU: If you are a class member, you may be entitled to compensation without payment of any out-of-pocket costs or fees. There is no cost or obligation to participate.

WHY LEVI & KORSINSKY: Over the past 20 years, the team at Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. Our firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services’ Top 50 Report as one of the top securities litigation firms in the United States.

CONTACT:

Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 17th Floor
New York, NY 10004
[email protected] 
Tel: (212) 363-7500
Fax: (212) 363-7171
www.zlk.com 



PowerPlan Announces NXT: 30 Years of Industry Expertise, Now Powered by AI

ATLANTA, March 24, 2025 (GLOBE NEWSWIRE) — PowerPlan, Inc., a leading provider of financial software solutions for the energy industry, today announced PowerPlan NXT at its 2025 ELEVATE user conference in Atlanta. The new SaaS platform empowers tax and accounting professionals to optimize financial assets throughout their lifecycle. Purpose-built for asset-intensive companies, NXT integrates operational and financial data to facilitate specialized accounting treatments, accommodate complex tax requirements, and support rate-making processes.

“NXT is the next-generation tax and accounting solution that organizations need to tackle complex financial challenges with confidence,” said Todd Bransford, Chief Product Officer, PowerPlan. “It includes all the robust features our customers count on from PowerPlan, now with a reimagined user experience and infused with AI. This innovation ensures they can maximize their financial performance with even greater efficiency and ease.”

During the afternoon keynote, Bransford provided an overview of the NXT platform and its expected benefits. As part of the ELEVATE  Solution Zone, attendees this week can preview the new innovations, including AI-based enhancements that will identify and reduce data quality errors, yielding better financial outcomes downstream.

NXT reinforces PowerPlan’s continued investment in SaaS solutions as more customers transition critical enterprise products to the cloud. Today, customers can kick-start their cloud journey with Tax Fixed Assets (TFA), the premier solution for tax depreciation and deferred tax processes trusted by more than 20 leading utility companies nationwide. Building on the momentum of TFA, PowerPlan is set to launch a new tax provision solution in late 2025, which supports critical monthly provision accruals for businesses in regulated industries.

PowerPlan NXT will be available in 2026 and is adoptable on a modular basis, allowing each customer to prioritize and implement their most critical financial tools—no matter where they are in their cloud journey.

For more information on PowerPlan NXT, visit www.powerplan.com/NXT.

 About PowerPlan

For more than 30 years, PowerPlan has helped utility and energy companies make the right financial decisions to improve lives and power the world. Through our industry-leading expertise, innovative technology, and vast experience listening to and working in tandem with our clients, PowerPlan software sets the standard that CFOs can count on for financial clarity. PowerPlan operates as an independent subsidiary of Roper Technologies (Nasdaq: ROP) a constituent of the Nasdaq 100, S&P 500, and Fortune 1000. For more information, visit www.powerplan.com.

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Connie Phillips
PowerPlan, Inc.
6782232800
[email protected]

Levi & Korsinsky Reminds Alarum Technologies Ltd. Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of April 15, 2025 – ALAR

NEW YORK, March 24, 2025 (GLOBE NEWSWIRE) — Levi & Korsinsky, LLP notifies investors in Alarum Technologies Ltd. (“Alarum Technologies Ltd.” or the “Company”) (NASDAQ: ALAR) of a class action securities lawsuit.

CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Alarum Technologies Ltd. investors who were adversely affected by alleged securities fraud between March 14, 2024 and August 26, 2024. Follow the link below to get more information and be contacted by a member of our team:

https://zlk.com/pslra-1/alarum-technologies-ltd-lawsuit-submission-form?prid=137743&wire=3

ALAR investors may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

CASE DETAILS: The filed complaint alleges that defendants made false statements and/or concealed that: (i) the Company was less effective in retaining and/or expanding customer engagements than it had represented to investors; (ii) the foregoing would impair Alarum’s ability to generate consistent revenue growth; (iii) accordingly, Alarum’s business and/or financial prospects were overstated; and (iv) as a result, the Company’s public statements were materially false and misleading at all relevant times.

WHAT’S NEXT? If you suffered a loss in Alarum Technologies Ltd. during the relevant time frame, you have until April 15, 2025 to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn’t require that you serve as a lead plaintiff.

NO COST TO YOU: If you are a class member, you may be entitled to compensation without payment of any out-of-pocket costs or fees. There is no cost or obligation to participate.

WHY LEVI & KORSINSKY: Over the past 20 years, the team at Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. Our firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services’ Top 50 Report as one of the top securities litigation firms in the United States.

CONTACT:

Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 17th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
www.zlk.com



Investors in FMC Corporation Should Contact Levi & Korsinsky Before April 14, 2025 to Discuss Your Rights – FMC

NEW YORK, March 24, 2025 (GLOBE NEWSWIRE) — Levi & Korsinsky, LLP notifies investors in FMC Corporation (“FMC Corporation” or the “Company”) (NYSE: FMC) of a class action securities lawsuit.

CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of FMC Corporation investors who were adversely affected by alleged securities fraud between November 16, 2023 and February 4, 2025. Follow the link below to get more information and be contacted by a member of our team:

https://zlk.com/pslra-1/fmc-corporation-lawsuit-submission-form?prid=137742&wire=3 

FMC investors may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

CASE DETAILS: The filed complaint alleges that defendants made false statements and/or concealed that: (1) the Company’s channel management initiatives were not progressing as represented; (2) faced with pricing pressure, the Company had made the decision not to compete on prices and instead walk away from sales opportunities; (3) the Company had inflated inventory in the channels in “Latin America, including Brazil, Asia, including India, as well as Canada and Eastern Europe;” and (4) as a result of the foregoing, defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

WHAT’S NEXT? If you suffered a loss in FMC Corporation during the relevant time frame, you have until April 14, 2025 to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn’t require that you serve as a lead plaintiff.

NO COST TO YOU: If you are a class member, you may be entitled to compensation without payment of any out-of-pocket costs or fees. There is no cost or obligation to participate.

WHY LEVI & KORSINSKY: Over the past 20 years, the team at Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. Our firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services’ Top 50 Report as one of the top securities litigation firms in the United States.

CONTACT:

Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 17th Floor
New York, NY 10004
[email protected] 
Tel: (212) 363-7500
Fax: (212) 363-7171
www.zlk.com 



Shareholders that lost money on Semtech Corporation (SMTC) Urged to Join Class Action – Contact Levi & Korsinsky to Learn More

NEW YORK, March 24, 2025 (GLOBE NEWSWIRE) — Levi & Korsinsky, LLP notifies investors in Semtech Corporation (“Semtech Corporation” or the “Company”) (NASDAQ: SMTC) of a class action securities lawsuit.

CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Semtech Corporation investors who were adversely affected by alleged securities fraud between August 27, 2024 and February 7, 2025. Follow the link below to get more information and be contacted by a member of our team:

https://zlk.com/pslra-1/semtech-corporation-lawsuit-submission-form?prid=137740&wire=3 

SMTC investors may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

CASE DETAILS: The filed complaint alleges that defendants made false statements and/or concealed that: (1) its CopperEdge products did not meet the needs of its server rack customer or end users; (2) as a result, the CopperEdge products required certain rack architecture changes; (3) as a result of the foregoing, the Company’s sales of CopperEdge products would not ramp-up during fiscal 2026; (4) as a result, sales of CopperEdge products would be lower-than-expected; and (5) as a result of the foregoing, defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

WHAT’S NEXT? If you suffered a loss in Semtech Corporation during the relevant time frame, you have until April 22, 2025 to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn’t require that you serve as a lead plaintiff.

NO COST TO YOU: If you are a class member, you may be entitled to compensation without payment of any out-of-pocket costs or fees. There is no cost or obligation to participate.

WHY LEVI & KORSINSKY: Over the past 20 years, the team at Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. Our firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services’ Top 50 Report as one of the top securities litigation firms in the United States.

CONTACT:

Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 17th Floor
New York, NY 10004
[email protected] 
Tel: (212) 363-7500
Fax: (212) 363-7171
www.zlk.com 



Investors in The Trade Desk, Inc. Should Contact Levi & Korsinsky Before April 21, 2025 to Discuss Your Rights – TTD

NEW YORK, March 24, 2025 (GLOBE NEWSWIRE) — Levi & Korsinsky, LLP notifies investors in The Trade Desk, Inc. (“The Trade Desk” or the “Company”) (NASDAQ: TTD) of a class action securities lawsuit.

CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of The Trade Desk investors who were adversely affected by alleged securities fraud between May 9, 2024 and February 12, 2025. Follow the link below to get more information and be contacted by a member of our team:

https://zlk.com/pslra-1/the-trade-desk-inc-lawsuit-submission-form?prid=137741&wire=3 

TTD investors may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

CASE DETAILS: The filed complaint alleges that defendants made false statements and/or concealed that: (1) Trade Desk was experiencing significant, ongoing, self-inflicted execution challenges rolling out the Company’s AI forecasting tool, Kokai, including transitioning clients to Kokai from the Company’s older platform Solimar; (2) such execution challenges meaningfully delayed the Kokai Rollout; (3) Trade Desk’s inability to effectively execute the Kokai Rollout negatively impacted the Company’s business and operations, particularly revenue growth; and (4) as a result of the above, Defendants’ positive statements about the Company’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.

WHAT’S NEXT? If you suffered a loss in The Trade Desk during the relevant time frame, you have until April 21, 2025 to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn’t require that you serve as a lead plaintiff.

NO COST TO YOU: If you are a class member, you may be entitled to compensation without payment of any out-of-pocket costs or fees. There is no cost or obligation to participate.

WHY LEVI & KORSINSKY: Over the past 20 years, the team at Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. Our firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services’ Top 50 Report as one of the top securities litigation firms in the United States.

CONTACT:

Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 17th Floor
New York, NY 10004
[email protected] 
Tel: (212) 363-7500
Fax: (212) 363-7171
www.zlk.com 



Venture Global, Inc. Class Action: Levi & Korsinsky Reminds Venture Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of April 18, 2025 – VG

NEW YORK, March 24, 2025 (GLOBE NEWSWIRE) — Levi & Korsinsky, LLP notifies investors in Venture Global, Inc. (“Venture” or the “Company”) (NYSE: VG) of a class action securities lawsuit.

CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Venture investors who were adversely affected by alleged securities fraud. This lawsuit is on behalf of all shareholders that purchased stock pursuant and/or traceable to Venture’s registration statement for the initial public offering held on or about January 24, 2025. Follow the link below to get more information and be contacted by a member of our team:

https://zlk.com/pslra-1/venture-global-inc-lawsuit-submission-form?prid=137738&wire=3 

VG investors may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

CASE DETAILS: According to the complaint, Venture completed its initial public offering on January 27, 2025, selling 70 million shares at $24.00 per share. On February 5, 2025, TotalEnergies, an energy company that was a target customer of Venture, rejected opportunities to become a long-term customer of Venture, citing lack of trust. In particular, TotalEnergies CEO, stated that he was approached by Venture to see if the company would be interested in a long-term supply contract for liquefied natural gas from the Calcasieu Pass terminal in Louisiana, but he rejected the offer “because of what they are doing.” Venture is currently facing legal challenges from existing large clients, such as BP and Shell, due to delays in supply contracts as Venture commissions its projects. Given the fact that defendants ability to deliver liquefied natural gas (LNG) to the world and to continue development of Venture’s five natural gas liquefication and export projects depends on customer contracts, defendants’ failure to account for and address these issues caused statements in Venture’s registration statement to be false and/or materially misleading at the time of the initial public offering.

WHAT’S NEXT? If you suffered a loss in Venture during the relevant time frame, you have until April 18, 2025 to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn’t require that you serve as a lead plaintiff.

NO COST TO YOU: If you are a class member, you may be entitled to compensation without payment of any out-of-pocket costs or fees. There is no cost or obligation to participate.

WHY LEVI & KORSINSKY: Over the past 20 years, the team at Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. Our firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services’ Top 50 Report as one of the top securities litigation firms in the United States.

CONTACT:

Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 17th Floor
New York, NY 10004
[email protected] 
Tel: (212) 363-7500
Fax: (212) 363-7171
www.zlk.com 



Levi & Korsinsky Announces the Filing of a Securities Class Action on Behalf of Skyworks Solutions, Inc. (SWKS) Shareholders

NEW YORK, March 24, 2025 (GLOBE NEWSWIRE) — Levi & Korsinsky, LLP notifies investors in Skyworks Solutions, Inc. (“Skyworks” or the “Company”) (NASDAQ: SWKS) of a class action securities lawsuit.

CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Skyworks investors who were adversely affected by alleged securities fraud between July 30, 2024 and February 5, 2025. Follow the link below to get more information and be contacted by a member of our team:

https://zlk.com/pslra-1/skyworks-solutions-inc-lawsuit-submission-form?prid=137739&wire=3 

SWKS investors may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

CASE DETAILS: According to the complaint, defendants provided investors with material information concerning Skyworks’ expected revenue for the fiscal year 2025. Defendants’ statements included, among other things, confidence in Skyworks’ ability to expand its mobile business and capitalize on its growth potential by investing in new technologies to diversify its portfolio of offerings. On February 5, 2025, after market close, Skyworks announced its financial results for the first quarter of fiscal year 2025 and provided lower-than anticipated revenue guidance for the second quarter of fiscal year 2025. The Company attributed its results and low guidance to a “competitive landscape” that had “intensified” in recent years. Following this news, the price of Skyworks’ common stock declined dramatically. From a closing market price of $87.08 per share on February 5, 2025, Skyworks’ stock price fell to $65.60 per share on February 6, 2025, a decline of over 24% in the span of just a single day.

WHAT’S NEXT? If you suffered a loss in Skyworks during the relevant time frame, you have until May 5, 2025 to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn’t require that you serve as a lead plaintiff.

NO COST TO YOU: If you are a class member, you may be entitled to compensation without payment of any out-of-pocket costs or fees. There is no cost or obligation to participate.

WHY LEVI & KORSINSKY: Over the past 20 years, the team at Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. Our firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services’ Top 50 Report as one of the top securities litigation firms in the United States.

CONTACT:

Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 17th Floor
New York, NY 10004
[email protected] 
Tel: (212) 363-7500
Fax: (212) 363-7171
www.zlk.com 



Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of April 7, 2025 in GSK Lawsuit – GSK

NEW YORK, March 24, 2025 (GLOBE NEWSWIRE) — Levi & Korsinsky, LLP notifies investors in GSK plc (“GSK” or the “Company”) (NYSE: GSK) of a class action securities lawsuit.

CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of GSK investors who were adversely affected by alleged securities fraud between February 5, 2020 and August 14, 2022. Follow the link below to get more information and be contacted by a member of our team:

https://zlk.com/pslra-1/gsk-lawsuit-submission-form?prid=137737&wire=3 

GSK investors may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

CASE DETAILS: According to the filed complaint, defendants represented to investors that GSK removed Zantac from the market “[b]ased on information available at the time and correspondence with regulators.” GSK also stated that it was “continuing with investigations into the potential source of NDMA.” Defendants also assured investors that “GSK, the FDA, and the EMA [European Medicines Agency] have all independently concluded that there is no evidence of a causal association between ranitidine therapy and the development of cancer in patients,” findings that were “consistent with other ranitidine data published prior to 2019.” Finally, defendants claimed that they could not “quantify or reliably estimate the liability.” These representations were materially false or misleading. In truth, GSK was fully aware of the source of NDMA and had been for nearly 40 years before withdrawing Zantac from the market.

WHAT’S NEXT? If you suffered a loss in GSK during the relevant time frame, you have until April 7, 2025 to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn’t require that you serve as a lead plaintiff.

NO COST TO YOU: If you are a class member, you may be entitled to compensation without payment of any out-of-pocket costs or fees. There is no cost or obligation to participate.

WHY LEVI & KORSINSKY: Over the past 20 years, the team at Levi & Korsinsky has secured hundreds of millions of dollars for aggrieved shareholders and built a track record of winning high-stakes cases. Our firm has extensive expertise representing investors in complex securities litigation and a team of over 70 employees to serve our clients. For seven years in a row, Levi & Korsinsky has ranked in ISS Securities Class Action Services’ Top 50 Report as one of the top securities litigation firms in the United States.

CONTACT:

Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 17th Floor
New York, NY 10004
[email protected] 
Tel: (212) 363-7500
Fax: (212) 363-7171
www.zlk.com 



Six UBS Financial Advisors in Pacific Desert Market Named to Barron’s Top 1200 Financial Advisors List

Six UBS Financial Advisors in Pacific Desert Market Named to Barron’s Top 1200 Financial Advisors List

NEWPORT BEACH, Calif.–(BUSINESS WIRE)–
UBS announced today that six financial advisors in the firm’s Pacific Desert Market, which includes parts of Southern California as well as Arizona and Hawaii, have been named to the Barron’s Top 1200 Financial Advisors list for 2025. The UBS advisors named to the list include three advisors in Arizona: Steven Schultz, Stockton Schultz, and Brad Howell; two in Honolulu: Matt Megorden and Daniel Shiu; and Braydon Hamilton in La Jolla, CA. They are ranked nationally and by state in the listing.

“These advisors maintain deep industry knowledge and sincere passion for helping clients pursue their financial goals through custom-tailored financial advice,” said Justin Frame, Pacific Desert Market Executive at UBS Wealth Management USA. “They deserve this outstanding Barron’s recognition for their professionalism and commitment to providing unparalleled client service. On behalf of our entire team, congratulations to each of them.”

Matt Megorden, CFP®, CIMA®, Private Wealth Advisor in the UBS Honolulu office, is ranked #2 in Hawaii; this is his sixth year in a row being recognized on the Barron’s list. Matt has built a successful business largely focused on high-net-worth entrepreneurs, as well as executives in the technology sector. He supports clients by organizing and managing finance and investment-related matters now and into the future. Every family is different, and Matt leverages UBS’s resources to meet his clients’ unique needs as their lives and families evolve.

Dan Shiu, CFP®, ChFC®, CRPS®, CEPA®, is Market Director for UBS in Hawaii and leads the Hawaii Ascendant Wealth Consultants UBS team in Honolulu. His experienced perspective and understanding of the complex opportunities and challenges that come at each stage of the business life cycle allow him to provide a consultative role with business owners. He advises them to strategically utilize profits to consistently invest and achieve long term goals. Although Dan has received recognition previously on Forbes lists, this is his first year on the Barron’s Top 1200 Financial Advisors list, and he is ranked at #5 in Hawaii.

Steven Schultz, ranked #2 in Arizona, and Stockton Schultz, ranked #20 in Arizona, comprise a father/son team leading the Schultz Group for UBS. This is Stockton’s second appearance on the Barron’s list, and Steven’s tenth. Both are advisors in the firm’s Phoenix office and have been recognized many times as industry leaders. Steven has been a financial advisor since 1981 and a portfolio manager since 2000, focused on helping clients with aspirations including education funding and structures for charitable giving. Stockton has more than 15 years of experience in wealth management, and advises clients through complex market cycles and pivotal life stages. Both are committed to delivering professional investment management and building personal relationships with clients.

Brad Howell, CLU®, ChFC®, CFP®, also based in the Phoenix office, ranks #24 in Arizona on the Barron’s top 1200 list, up 2 spots over last year. With over 22 years of industry experience, Brad is one of a small number of UBS Financial Advisors who have earned the designation of Managing Director-Wealth Management. He provides financial services and highly personalized wealth management advice, covering comprehensive financial planning for individuals, families, and companies with over $2 million in investable assets.

Braydon Hamilton, CFP®, CIMA®, is a Private Wealth Advisor in UBS’s La Jolla office and has been named to the Barron’s lists in 2023, 2024, and 2025, in addition to appearing multiple times on the Forbes Best-in-State Wealth Advisors list (2020-2024). As a Certified Financial Planner and Certified Investment Management Analyst, Braydon possesses strengths in financial planning and equity portfolio analysis. His 20+ years of experience, along with post-graduate work at the Wharton School of Business, enable him to assess a wide range of investment options to help clients build diversified portfolios customized to each of their unique financial plans.

The Barron’s 2025 Top 1200 Financial Advisors rankings are based on data provided by around 7,000 of the nation’s most productive advisors. The rankings are based on a variety of factors, including assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

For the full list and further information, please visit: www.barrons.com/advisor/report/top-financial-advisors.

Notes to Editors: photos available upon request

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

© UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Although neither UBS Financial Services Inc. or its employees pay a fee in exchange for these ratings, UBS may hire RJ Shook to be a speaker for events.  Past performance is not an indication of future results. For press use only.

Media Contact:

Hilary McCarthy

[email protected]

Direct: 508 829 2543

Mobile: 774 364 1440

https://www.ubs.com

KEYWORDS: Europe Switzerland United States North America California Hawaii Arizona

INDUSTRY KEYWORDS: Finance Consulting Banking Professional Services Asset Management

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