Charles Luke is a CFA® charterholder with 15 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2018, following eight years at Avalon Advisors LLC. Based in New York, NY, he holds Series 66 and Series 63 licenses. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, pension plans, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative modeling and fundamental analysis, delivering tailored portfolios across equity, fixed income, real assets, and alternative investments.

Joseph Querriera is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC. He has been with City National Rochdale and affiliated entities since 2012 and has overall financial services experience dating back to 2004 at City National Bank. Outside of his advisory role, he is the managing member of You Turn Music, LLC, a music products manufacturing business. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and municipal entities, offering discretionary and non-discretionary portfolio management with a multi-strategy approach that integrates quantitative analysis and fundamental research across a variety of asset classes.

Matthew Voss is a financial advisor at RBC Rochdale, LLC with a Series 66 designation and three years of industry experience. His work history includes roles at CNR Securities, LLC, Schroders Investment Management, Atlas Search, and Hurley Partners. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and various institutional clients. The firm uses an active, multi-strategy investment process combining quantitative and fundamental analysis and offers discretionary and non-discretionary portfolio management, sub-advisory services, and other investment management solutions.

Michael Simon is a financial advisor with RBC Rochdale, LLC in La Jolla, CA. He holds a Series 66 designation and has five years of industry experience. His prior work history includes roles at Merrill and City National Rochdale, as well as positions outside the financial sector, including at Cinemark and Sal's Pizza and Baglery. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Yuan Wang is a CFA® charterholder and holds a Series 66 license, currently with RBC Rochdale, LLC in San Francisco. He has four years of industry experience, including roles at CNR Securities, LLC, Morgan Stanley, and CEFC Futures Co., Ltd. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory services. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis supported by proprietary tools to tailor portfolios across various asset classes.

Andrew Austin is a financial advisor at RBC Rochdale, LLC in San Francisco, CA with 11 years of industry experience. He holds a Series 66 designation and has been with City National Rochdale since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that combines quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to align portfolios with clients’ investment objectives.

Vince Vu is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. He has been with City National Rochdale since 2015. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Mark Antariksa is a financial advisor with RBC Rochdale, LLC in Huntington Beach, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at City National Rochdale, Vance Wealth, Inc., and Raymond James Financial Services Advisors. Outside of finance, he briefly operated a coffee kiosk. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools such as the Galaxy asset-allocation system to construct tailored portfolios often in collaboration with third-party sub-advisors.

Keith Smith is a financial advisor with RBC Rochdale, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His work history includes roles at CNR Securities, LLC, Citigroup Global Markets, Inc., Merrill, and Bank of America, N.A. He is also an author of books including a novel titled *Men in My Town* and participates as an Election Day Poll Worker for the New York State Board of Elections. RBC Rochdale serves a diverse client base that includes high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, offering discretionary portfolio management and sub-advisory services across a broad range of asset classes.

Bobby Gomez is a financial advisor with RBC Rochdale, LLC in Hutto, TX. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include positions at Kestra Investment Management, United Capital Financial Advisers, JPMorgan Securities, and American Beacon Advisors. RBC Rochdale serves a broad client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs a multi-strategy investment approach combining quantitative analysis and fundamental research, utilizing proprietary tools to tailor portfolios across various asset classes.

John Rossiter is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC since 2019. Prior to joining Rochdale, he worked for six years at The Vanguard Group, Inc. based in San Francisco, CA. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services.

Kashif Ahmad is a CFA® charterholder with 26 years of industry experience. He is associated with RBC Rochdale, LLC in New York, NY, and has worked with Rim Securities LLC and Rochdale Investment Management since 1999. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and municipal entities. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary modeling tools to create customized portfolios across various asset classes.

Wayne Titche is a CFA® charterholder and holds a Series 63 license with 33 years of industry experience. He has been with City National Rochdale since 2014, now part of RBC Rochdale, LLC, located in Chicago, IL. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs a multi-strategy investment process that blends quantitative screening with fundamental analysis, utilizing proprietary tools and Monte Carlo simulations to tailor portfolios across equity, fixed income, real assets, and alternative investments.

Rachael Crane is a financial advisor at RBC Rochdale, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Rim Securities and City National Rochdale since 2013. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios across various asset classes, often collaborating with sub-advisors and independent financial advisors.

Gregory Brunck is a financial advisor at RBC Rochdale, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at CNR Securities, LLC, City National Securities, Inc., Northern Lights Distributors, LLC, Toews Corporation, Provident Bank, and AXA Advisors, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, and manages portfolios across a range of asset classes using proprietary tools and collaboration with sub-advisors.

Regan Stanfield is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at RBC Rochdale, LLC since 2019. Prior to this, he worked at Triad Advisors, Inc. from 2014 to 2018. Outside of his advisory role, he is a sole proprietor of a jewelry distribution business and serves as an adjunct professor and occasional speaker at Auburn University. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and municipal entities, employing an active multi-strategy investment process that integrates quantitative and fundamental analysis. The firm manages approximately $73 billion in assets and offers discretionary portfolio management, sub-advisory services, and investment vehicles through a proprietary Galaxy asset-allocation tool.

Michael Adair is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been affiliated with CNR Securities, LLC and Rochdale Investment Management since 2012. Outside of his advisory role, he serves as a board member for the University of Alabama Culverhouse School of Business and the Isabel Anderson Comer Museum & Arts Center, and he is involved with local community and utility boards in Sylacauga, Alabama. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and public entities, offering discretionary and non-discretionary portfolio management and sub-advisory services. The firm employs a multi-strategy investment process that integrates quantitative and fundamental analysis through proprietary tools to align portfolios with client objectives.

David Little is a CFP®-credentialed financial advisor with 28 years of industry experience, currently affiliated with RBC Rochdale, LLC. He has been with CNR Securities, LLC since 2016. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and governmental entities, offering discretionary and non-discretionary portfolio management alongside sub-advisory and model delivery services. The firm employs a multi-strategy investment process integrating quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Ogheneruemu Ogunleye is a financial advisor at RBC Rochdale, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Corebridge Financial and Connor, Clark & Lunn. RBC Rochdale serves a diverse client base, including high net worth individuals, institutions, and government entities, offering discretionary and non-discretionary portfolio management, sub-advisory services, and model delivery. The firm employs an active, multi-strategy investment approach that combines quantitative and fundamental analysis to tailor portfolios across various asset classes.

Maria Aronoff is a financial advisor at RBC Rochdale, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Her prior roles include positions at CNR Securities, LLC, Portsmouth Financial Services, Eqis Capital Management, Inc., Bank of America, N.A., and Merrill. RBC Rochdale serves a diverse clientele including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.