ADVISOR BIO

Russell Monroe Adams is a financial professional with over 30 years of experience in the financial services industry. Russell Adams is currently registered with RBC Capital Markets, LLC, and is licensed in all 50 states. Russell Adams has a broad range of experience, having held positions at several prominent firms including BANC OF AMERICA SECURITIES LLC, W.R. HAMBRECHT + CO., LLC, MOORS & CABOT, INC., DEUTSCHE BANK SECURITIES INC., NDB CAPITAL MARKETS, LP, CANTOR FITZGERALD & CO., SHERWOOD SECURITIES CORP., THE SEIDLER COMPANIES INCORPORATED, and WEDBUSH, NOBLE, COOKE, INC. Russell Adams holds a number of licenses and certifications, including Series 4, 7, 24, 55, 57TO, and SIE. Russell Adams is dedicated to providing clients with the highest level of service and expertise.

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ADVISOR BIO

Ryan Henry Leamy is an investment advisor representative at Epiq Capital Group, LLC and is registered with the state of California. Ryan has been in the industry since July 2020. Ryan holds the Series 65 license. Ryan's specializations include asset allocation, portfolio management, investment strategies and retirement planning. Ryan has experience working with high-net-worth individuals and pooled investment vehicles.

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ADVISOR BIO

Ryan Lumsden is a Vice President, Institutional Relations at Parnassus Investments, LLC. Ryan has been in the financial services industry since 2018 and is registered to provide investment advice in 52 states and the District of Columbia. Before joining Parnassus Investments, LLC, Ryan worked at Orbis Investments (U.S.), LLC and Charles Schwab & Co., Inc. Ryan has a Series 7, Series 63, and Series 65 license.

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ADVISOR BIO

Ryan Nicholas Ewert is a financial advisor with over 2 years of experience in the industry. Ryan has a Series 7, Series 66, and SIE license, and is registered with the state of California and New Jersey. Ryan previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining BlackRock Investment Management, LLC. Ryan focuses on portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Ryan Nolan is a financial professional with over six years of experience in the industry. Ryan is currently registered with Goldman Sachs & Co. LLC. Ryan has a broad base of experience and specializes in investment banking.

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ADVISOR BIO

Sabina Spector is an investment advisor representative with Iconiq Capital, LLC. Sabina has been registered with the state of California since 2014. Sabina is a Series 65 licensed individual and holds the Uniform Investment Adviser Law Examination. Sabina is currently located in San Francisco, CA. Sabina has been with Iconiq Capital, LLC since February of 2014.

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ADVISOR BIO

Safieh Yazdi nodooshani is a registered investment advisor representative with T. Rowe Price Associates, Inc. Safieh has been in the industry since January 2011. Safieh holds Series 7TO, Series 66, and SIE licenses. Safieh is registered with FINRA and is currently registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Safieh specializes in providing investment advice to individuals, businesses, and investment companies.

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ADVISOR BIO

Sally Yiping Shi is a financial advisor working at Oppenheimer & Co. Inc. Sally has been in the industry since 2002. She holds the Series 3, 7, 31 and 66 licenses. Sally has a strong background in portfolio management, financial planning, and pension consulting. She provides a variety of investment services to a diverse clientele. Sally currently works out of the San Francisco office of Oppenheimer & Co. Inc.

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ADVISOR BIO

Salvador Ibanez de opacua is an investment advisor representative associated with Weber Capital Management LLC. Salvador is registered with the state of California. Salvador has been in the financial industry since at least January 2015 and has a Series 65 license. Salvador has experience with clients such as pooled investment vehicles and pension and profit-sharing plans.

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ADVISOR BIO

Samantha Palm has been an active Investment Advisor Representative since 2021. Samantha's background includes experience working at Parnassus Funds Distributor, LLC and Wells Fargo Securities, LLC. Samantha currently works at Parnassus Investments, LLC in San Francisco, California. Samantha is registered in California as an Investment Advisor Representative. Samantha is Series 66, Series 7TO, SIE, Series 87, and Series 86 licensed.

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