Jason Tom is a financial advisor with RBC Capital Markets in San Francisco, holding a Series 66 credential and three years of industry experience. His prior roles include positions at First Republic Bank, First Republic Securities Company, LLC, and First Republic Investment Management, Inc. Outside of his advisory work, he serves as a committee member for The Asian Performing Arts Program of San Francisco, a nonprofit organization focused on enriching children's lives through art. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.

Catherine Chen is a financial advisor with RBC Capital Markets in San Francisco, holding a Series 66 designation and 24 years of industry experience. She has worked at RBC Capital Markets Corporation since 2008 and has been with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs and customizes investment strategies through both in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Peter De Castro is a financial advisor with RBC Capital Markets in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at UBS Financial Services and City National Bank. He serves as a trustee on two committees at The American University of Paris and is a director on the board of Thrive Network, a nonprofit focused on water and health projects in Southwest Asia. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, offering portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile. The firm integrates in-house and third-party investment managers and provides access to alternative investments through its capital-markets capabilities.

Travis Townsend is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds the Series 66 designation and has worked at notable firms including City National Bank, Bank of America, and Merrill. Townsend is based in San Francisco, CA. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management and financial planning services, supported by a mix of in-house and third-party investment managers.

Gary Cattich Jr. is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers.

Lu Na Xu is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and previously worked at City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Isaac Jodel is a financial advisor at RBC Capital Markets in San Francisco, holding a Series 66 designation with approximately two years of industry experience. His prior roles include positions at Cambridge International Advisory Group and Kroger Law Group, as well as work with the University of Oregon and Decathlon Sports Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Jennifer Nakagaki is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and Fidelity Brokerage Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Mitchell Peters is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His prior roles include positions at First Republic Investment Management and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with strategies tailored to each client’s Advisory Risk Profile.

Michelle Schiro is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Securities LLC. Outside of her advisory role, she is involved with Invest for Better, an educational nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ specific risk profiles.

Ethan Etheridge is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Pruco Securities LLC and The Prudential Insurance Company of America. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Brenton Schaffer is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of prior experience at Merrill Lynch and two years at Wells Fargo. He joined RBC Capital Markets in 2025 and is based in San Francisco, CA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers tailored advisory programs that combine in-house and third-party investment management, with options for discretionary and non-discretionary portfolio management, financial planning, and custody services.

Gwenne Bacani is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously held roles at Banc of California, Inc. and Devoe & Company, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing internal and third-party investment managers.

Mark Friedman is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His previous roles include positions at First Republic Investment Management, First Republic Securities Company, and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Brian Addington is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, First Republic Investment Management, Bank of America, and Merrill. Outside of his advisory role, he is a partner in a BBQ sauce manufacturing business and serves on the Board of Directors for the Stapleton School for the Performing Arts in Marin County. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and preferences.

Roy Mendoza Jr. is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and UBS Financial Services. Mendoza is based in San Francisco, CA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles using a combination of in-house and third-party investment managers.

Jasmine Murakami is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has worked at RBC since 2018, following seven years at Merrill. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored investment strategies that utilize both in-house and third-party managers.

William Whittington is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2018, following two years at Morgan Stanley Smith Barney LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client's Advisory Risk Profile through a combination of in-house and third-party investment managers.

Farralon Udom is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining RBC in 2018, he worked at Tora Trading Services from 2012 to 2017. Udom serves as treasurer of the board of directors for the Delta San Francisco-Peninsula Foundation, a charitable organization focused on college scholarships and financial literacy education, where he manages financial records and oversees investment activities. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes portfolios using both in-house and third-party investment managers, incorporating strategies for tax management and responsible investing.

Eric Hager is a CFA® charterholder with 26 years of industry experience, currently with RBC Capital Markets in San Francisco since 2023. Prior to this, he worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC from 2016 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and planning services, leveraging both in-house and third-party investment managers.