ADVISOR BIO

Hayden Alexander Turner is an investment advisor representative with Parnassus Investments, LLC. Hayden has been in the industry since 2019 and has experience working with both individuals and institutional clients. Hayden has a Series 7, Series 63, and Series 65 license and has experience working with various investment vehicles, including pooled investment vehicles, investment companies, and pension and profit-sharing plans.

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ADVISOR BIO

Heather Mary Da cunha is a registered investment advisor representative, currently affiliated with RBC Capital Markets, LLC. Heather has been in the securities industry for over 15 years, having previously worked for Oppenheimer & Co. Inc., Waddell & Reed, Inc. and UBS Financial Services Inc. Heather has a wide range of experience in the financial services industry and holds several licenses and certifications, including the Series 7, Series 66 and SIE exams. Heather specializes in working with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Hector Maldonado is a financial advisor with RBC Capital Markets, LLC. Hector has been working in the financial industry since 2000, previously working at Morgan Stanley and Citigroup Global Markets Inc. Hector has a strong background in securities and investment products, having passed the Series 3, Series 6, Series 7, and Series 66 exams. Hector holds securities registrations in 37 states and is a registered investment advisor in California and Texas. Hector specializes in providing investment advice and portfolio management services to individuals, families, businesses, corporations, and retirement plans.

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Heidi Kaney is a financial advisor with over 20 years of experience in the industry. She is currently registered with T. Rowe Price Associates, Inc. and is licensed in both California and Maryland. Heidi has a strong background in investment management, working with clients of all sizes, including individuals, businesses, and institutions. She is passionate about helping clients achieve their financial goals and has a proven track record of success.

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ADVISOR BIO

Heidi Ann Johnson is an Investment Advisor Representative at Fort Point Capital Partners LLC. Heidi has been in the industry for over 25 years, holding licenses in several states. Heidi's primary role is in providing investment advice to individuals and pooled investment vehicles, primarily in California. Heidi holds several licenses and certifications, including Series 3, 6, 7, 8, 52, 53, 63, and 66. In addition to Fort Point Capital Partners LLC, Heidi also previously worked for Gordian Investments, LLC and Funding Circle Securities LLC. Heidi's expertise lies in portfolio management and financial planning, and she is committed to providing her clients with personalized, high-quality investment advice.

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ADVISOR BIO

Henri Moudi is an investment advisor representative at Mission Creek Capital Partners, Inc. Henri has been with the firm since December 2012. Henri is registered with the state of California, as well as with the states of Alabama, Arizona, Florida, Hawaii, Montana, Pennsylvania and Texas. Henri is also a Certified Financial Planner and a Chartered Financial Analyst. Prior to joining Mission Creek Capital Partners, Inc., Henri worked at STIFEL, NICOLAUS & COMPANY, INCORPORATED, THOMAS WEISEL PARTNERS LLC, FIRST FUND DISTRIBUTORS, INC., and BARABAN SECURITIES, INC. Henri has over 20 years of experience in the financial services industry. Henri has a strong track record of providing investment advice to high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Henri specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Henry Thomas Alfaro is a financial professional with over 20 years of experience in the industry. Henry is currently registered with Oppenheimer & Co. Inc. in San Francisco, CA and is a Series 7, 24, 63, 79 and SIE licensed professional. Previously, Henry was employed by Craig-Hallum Capital Group LLC, Kaufman Bros., L.P., Broadpoint Capital, Inc., Friedman, Billings, Ramsey & Co., Inc., and Prudential Securities Incorporated. Henry specializes in investment banking, portfolio management for individuals and businesses, financial planning and selection of other advisors.

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Henry Addison Woodruff is a registered Investment Advisor Representative in Texas and has been in the industry since April 2014. Henry is currently employed by Epiq Capital Group, LLC. Henry has a Series 65 license. Henry specializes in portfolio management for individuals, pooled investment vehicles and businesses. Henry also provides services for selection of other advisers. Henry's previous employers include Iconiq Capital and Epiq Capital Group.

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Henry haoyuan Bi is an Investment Banking Registered Representative associated with RBC Capital Markets, LLC. Henry has been in the industry since August 2022. Henry passed the Investment Banking Registered Representative Examination and the Securities Industry Essentials Examination.

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ADVISOR BIO

Holly Ziegel Ruxin is a registered investment advisor representative with Montcalm TCR LLC. Holly has been in the financial services industry since 1997 and has experience in a variety of financial sectors, including investment banking, wealth management, and private equity. Holly is a Series 7, Series 3, Series 63, and Series 66 licensed advisor with both broker-dealer and investment advisor registrations. Holly has a strong understanding of the financial markets and is committed to providing her clients with personalized and comprehensive financial advice. Holly is a board member at The Crypto Company, a blockchain and cryptocurrency firm where she advises on compensation, audit and governance matters. Holly has worked at several major financial institutions, including Morgan Stanley, Morgan Stanley & Co. Incorporated, Banc of America Investment Services, Inc., and Goldman Sachs. Holly is a strong advocate for her clients and has a proven track record of success in helping them achieve their financial goals.

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