Robert Marshall is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2013 and City National Bank since 2016. His other business activity includes involvement with Osmium Spartan LP. 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 multiple advisory programs with customizable portfolio management and integrates affiliated asset managers and alternative investment options.

Cooper Janssen is a financial advisor with RBC Capital Markets in San Francisco, holding a Series 66 designation and beginning his advisory career in 2023. Prior to joining the firm, he worked at Instacart and DoorDash and has been affiliated with California Polytechnic State University since 2019. 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 a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Mark Nickel is a financial advisor with RBC Capital Markets holding a Series 66 designation and 26 years of industry experience. He previously worked at First Republic Investment Management and First Republic Securities from 2016 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by integrated capital markets and lending capabilities.

Emmanuel Calayag Jr. is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008 in San Francisco, CA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

John Green is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining RBC in 2024, he worked at Charles Schwab for 20 years. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Nicole Jones is a financial advisor with RBC Capital Markets in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, Jones is a notary public. 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 tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers with options for tax management and responsible investing.

Heather Da Cunha is a financial advisor with RBC Capital Markets in San Francisco, holding a Series 66 credential and 17 years of industry experience. She has been with RBC Capital Markets since 2014. Outside of her advisory role, she is an independent consultant for doTERRA, an essential oils company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets and affiliated asset management capabilities.

Thomas Collins is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank and JPMorgan Chase, among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides tailored strategies based on clients’ Advisory Risk Profiles.

Thomas Van Dyck is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Van Dyck serves on the board of directors for As You Sow, a nonprofit focused on corporate responsibility. 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 portfolio management and financial planning services tailored to clients’ risk profiles and investment preferences.

James Lowe is a CFP® professional at RBC Capital Markets with three years of industry experience. Prior to joining RBC in 2025, he worked at Morgan Stanley from 2022 to 2025 and held positions at several other firms including Warner Pacific and Northwestern Mutual. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with customized advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.