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.

Katherine Ives is a financial advisor with LPL Financial and holds a Series 66 designation, with 10 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is involved with The Cason Group as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Michael Chapman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and RBC Capital Markets. Outside of his advisory work, he is involved with Good Life Insurance Agency as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.