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City of Santa Ana Proposal for Financial Advisory and Dissemination Agent Services August 8, 2025 Municipal Advisory Compliance _ - - Wing-See Fox,Managing Director ) (650)503-1500 Role:Series 54 Principal Office Location:Northern California Experience: Wing-See Fox is the Series 54 Municipal Advisor Principal of UFI and leads the Public Finance Group. Wing-See has over a decade of experience in the fields of municipal advising, public finance, and municipal securities. She has worked on over $3 billion in municipal debt offerings for various credits, including general obligation bonds for cities and special districts.Wing-See focuses on California cities and excels in transaction management, credit analysis,developing funding alternatives,and structuring bond transactions to meet the needs of the issuer while maximizing credit strength and marketability to investors. Prior to joining UFI in 2017,Wing-See worked as a public finance investment banker.She is an active member of the Northern California Chapters of Women in Public Finance(WIP)and Asian Americans in Public Finance(AAPF)as well as CSMFO.Wing-See received an MBA from Columbia Business School, MSW from Columbia University School of Social Work, and BA from Stanford University. Her current and recent clients include the Cities of Victorville, Oceanside, Goleta, Watsonville, Cosumnes CSD,Atascadero,and Manteca. • Resumes of project team that outline relevant experience and education—At a minimum,this should include the firm's Project Manager/Principal Agent assigned to the City of Santa Ana, key personnel, firm size, and an organization chart identifying those who will assist the City. Professional resumes forthe primary assigned staff and additional support staff available to assist the City are included in Appendix A. • References(maximum of three)of key projects completed by identified key personnel. We encourage you to contact any of our recent clients listed below to learn more about their experience and satisfaction with UFI.Our firm has a strong track record of serving a diverse range of cities and special districts across California, including full-service cities comparable in size and complexity to Santa Ana.This breadth of experience reflects our ability to support agencies with varying needs, priorities,and financial structures. OntarioCity of Armen Harkalyan,Executive Director of Finance Phone: (909)395-2355 E-mail: aharkalyan@ontarioca.gov 200 North Cherry Avenue,Ontario,CA 91764 Scope of Work: MA services for 2025 Lease Revenue Bonds,2024 Water Revenue Bonds,Various CFD Bond Issues and CFD Formations;financial forecast UFI Personnel: Michael Busch,James Morris and Branden Kfoury City of Pomona Andrew Mowbray,Finance Director/City Treasurer Tel: (909)620-2353; E-mail: Andrew.Mowbray@pomonaca.gov 505 South Garey Avenue, Pomona, California 91766 Scope of Work: Municipal Advisory Services for Tax Allocation Bonds,Capita) Lease, Pension Obligation Bonds; Pension Analysis Services; Continuing Disclosure Services UFI Personnel: Michael Busch and James Morris UFI