Amber Ortiz is a CFP® with 15 years of industry experience and has been with City National Securities, Inc. since 2014. She is currently affiliated with RBC Securities, Inc. in Montecito, CA. Outside her advisory role, she serves as a board member for Laguna Blanca School and is a trustee of the Towbes Family Foundation, where she participates in finance and investment committee activities. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program, utilizing an affiliated sub-advisor for portfolio management with a range of investment vehicles. The firm operates within a broad financial services group affiliated with a bank parent, providing integrated financial solutions.

Roy Martinez is a financial advisor with RBC Securities, Inc. in Montecito, CA, holding a Series 66 designation and 18 years of industry experience. He has worked at City National Bank since 2014. Martinez serves as a committee member for the Santa Barbara Public Library Foundation, overseeing its budget and financial statements. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor, RBC Rochdale, offering discretionary portfolio management with a range of investment options and is affiliated with a broad financial services group including banking and trust services.