Daniel Christiansen is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Bank from 2018 to 2023 before joining RBC Capital Markets in 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable clients. The firm offers tailored investment strategies and a range of advisory programs combining in-house and third-party managers, with a comprehensive set of portfolio management and financial planning services.

David Mcsemek is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association, starting in 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, serving clients through both direct and employer-based arrangements.