Mary Jacobus is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has been with RBC Capital Markets and its affiliated entities since 2015. In addition to her advisory role, she serves as adjunct faculty at the University of Denver and is on the board of directors for the Range of Motion Project, which focuses on prosthetic care. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to each client’s risk profile using a combination of in-house and third-party managers.

Helene Naftali is a financial advisor at RBC Capital Markets with 45 years of industry experience. She previously worked at UBS Financial Services for 30 years before joining RBC Capital Markets in 2024. Outside of her advisory role, she is the founder and coach at OneTrueZone, where she provides career coaching and training to high school and college students, and she also consults on strategic business development through Match Point. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized investment strategies and access to both in-house and third-party managers.