Michael Isola is a CFP® professional with 27 years of experience in the financial industry. He is affiliated with RBC Capital Markets and has worked at both RBC Capital Markets since 2012 and City National Bank since 2018. Outside of his advisory role, he serves as secretary treasurer of Oakland Land & Cattle Company, a nonprofit private hunting club in California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles.

Magnus Du Borg is a CFP® professional with 17 years of experience in financial advisory roles. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Morgan Stanley and its private banking divisions for over a decade. Outside of his advisory work, he is involved in real estate investment as a passive capital partner in several entities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs, utilizing both in-house and third-party managers and providing a range of portfolio management and financial planning services.

Brandon York is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining RBC in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

David Tucker IV is a financial advisor at RBC Capital Markets in Walnut Creek, CA, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at City National Bank and has a background that includes education at the University of Oregon. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies implemented via a mix of in-house and third-party managers, supporting both discretionary and non-discretionary accounts.

Bruce Meyers is a financial advisor with RBC Capital Markets in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked with RBC Capital Markets since 2008 and with City National Bank since 2017. Outside of advising, he occasionally engages in freelance sports writing. 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 multiple advisory programs with customizable investment strategies implemented through both in-house and third-party managers, supported by a range of portfolio management and financial planning services.

David Tucker III is a financial advisor with RBC Capital Markets in Walnut Creek, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2016. Outside of his advisory role, he is actively involved as an owner and manager at Tucker Family Vineyards LLC. 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 tailored investment strategies implemented through both in-house and third-party managers.

Stephen Butterfield is a financial advisor with RBC Capital Markets in Walnut Creek, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with RBC Capital Markets since 2018 and previously worked at Dublin Mazda and Ascentis. 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 multiple advisory programs with tailored investment strategies, combining in-house and third-party managers along with customizable portfolio management options.

James Brian Sugay is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is a part owner of a vacation property. 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. The firm employs tailored investment strategies through various managers and program structures, supported by RBC’s capital-markets and affiliated asset management capabilities.

Christopher Spence is a financial advisor with RBC Capital Markets, holding a Series 66 credential and 28 years of industry experience. He has been with RBC since 2018 and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, 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 tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

James Lin is a financial advisor at RBC Capital Markets in Walnut Creek, CA, with 23 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, N.A., and Merrill. 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 provides various advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Amy Caffese 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 Capital Markets since 2017. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. 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. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Michael Tran is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Brokerage Services and Charles Schwab & Co., Inc. 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 customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Matthew Forrey is a financial advisor with RBC Capital Markets in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and City National Bank. He also serves as a trustee in a family trust. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base, offering customized portfolio management through a combination of in-house and third-party investment managers and programs tailored to clients’ risk profiles.

Michael Heisick is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at RBC Capital Markets since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations by offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and employs a combination of in-house and third-party managers, with options for tax management, responsible investing, and alternative investments.

Anthony Carmichael is a financial advisor at RBC Capital Markets with a Series 66 credential and two years of industry experience. His background includes roles at RBC Wealth Management and prior employment at educational institutions and retail. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Robert Carmichael is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and tailored strategies based on each client’s risk profile.

Melissa Dardis is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. She is based in Walnut Creek, CA. 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 multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Theodore Simos is a financial advisor with RBC Capital Markets in Walnut Creek, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Merrill, Bank of America, and City National Bank. He serves on the board of The Good Shepherd Fund, an organization providing guardianship and trustee services for individuals with special needs and developmental disabilities. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs to individual and institutional clients, utilizing both in-house and third-party investment managers to tailor strategies based on clients’ risk profiles.

Robert Carmichael is a financial advisor with RBC Capital Markets in Walnut Creek, CA. He holds the Series 66 designation and has six years of industry experience, including roles at Costco Wholesale and Mountain Mikes Pizza prior to joining RBC. He attended Sonoma State University from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers multiple advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers, along with a range of portfolio administration options.

James Carbonell is a financial advisor with RBC Capital Markets in Walnut Creek, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at City National Bank and Wells Fargo Advisors. Outside of his advisory work, he is involved in youth lacrosse as a coach and sits on the board of a lacrosse club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that offer customized portfolio management and financial planning services. The firm integrates in-house and third-party investment resources and offers features such as tax management, responsible investing options, and access to alternative investments.

Nanette Flanagan is a financial advisor with RBC Capital Markets in Walnut Creek, CA, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management approaches, combining in-house and third-party investment managers, and provides integrated lending and cash management options.

Raymond Noyce is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.