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Jennifer C
Series 63, Series 65
Green Bay, WI
RBC Capital Markets
Jennifer Carr is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing Services LLC and Associated Investment Services, Inc. Outside of her financial advisory role, she is involved in several community and service activities, including working as a beauty consultant, serving at local restaurants and event venues, assisting elderly and disabled individuals, and volunteering at a religious institution. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs utilizing both in-house and third-party investment managers, with options for discretionary and non-discretionary portfolio management, financial planning, and integrated services.
Rebecca G
CFP®, Series 66
Atlanta, GA
RBC Capital Markets
Rebecca Glasgow is a CFP®-designated financial advisor at RBC Capital Markets with 21 years of industry experience. She previously worked at UBS Financial Services Inc. for 15 years before joining RBC in 2023. Glasgow serves as an officer on the executive committee of the ESOP Association New South Chapter and is a trustee of the Compromise Quinby Taylor Educational Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.
Eric W
Series 63, Series 65
Newport, RI
RBC Capital Markets
Eric Werblow is a financial advisor with RBC Capital Markets in Newport, RI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously served at City National Bank starting in 2019. Outside of his advisory role, he is a committee member of Newport Havurah, a reform Jewish religious group, where he participates in business committee activities related to charitable donations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering customized portfolio management and advisory programs that integrate multiple investment managers, rebalancing options, and responsible-investing screens.
Lisa C
Series 63, Series 65
Rockville, MD
RBC Capital Markets
Lisa Carpenter is a financial advisor with RBC Capital Markets in Rockville, MD, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. She serves on the Board of Directors and acts as Secretary for Shepherd's Care Children's Center, Inc., a nonprofit preschool affiliated with her church. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services, tailoring investment strategies to clients’ risk profiles and utilizing a mix of in-house and third-party investment managers.
Gary C
Series 66
Chevy Chase, MD
RBC Capital Markets
Gary Carson Jr. is a financial advisor with RBC Capital Markets in Chevy Chase, MD, holding a Series 66 designation and having eight years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked at Capital One. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, employing tailored strategies via a mix of in-house and third-party investment managers.
Brian B
CFP®, Series 63, Series 65
Houston, TX
RBC Capital Markets
Brian Bergeron is a financial advisor with RBC Capital Markets based in Houston, TX. He holds the CFP® designation and has six years of industry experience. His prior roles include positions at Bergeron Wealth Management Co., Needham & Company LLC, and Bergeron Turboff & Company LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs with customized strategies using both in-house and third-party investment managers, supported by an extensive capital-markets platform.
David K
Series 66
Playa Del Rey, CA
RBC Capital Markets
David Kirksey is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through both in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset management resources.
Winola R
Series 63, Series 65
Fort Worth, TX
RBC Capital Markets
Winola Roy is a financial advisor with RBC Capital Markets in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles.
Bodi S
Series 66
Salt Lake City, UT
RBC Capital Markets
Bodi Sutherland is an advisor at RBC Capital Markets based in Salt Lake City, UT. He holds a Series 66 designation and has recently started his career in the financial industry. Prior to joining RBC Capital Markets, he worked at CEM Aquatics and spent ten years at the University of Utah. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management and financial planning services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.
Todd H
Series 66
Leawood, KS
RBC Capital Markets
Todd Haynes is a financial advisor with RBC Capital Markets in Leawood, KS, holding a Series 66 designation and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves on the nominating committee for Foundations for Our Future, participates in a scholarship committee for the Truman Heartland Community Foundation, and acts as Treasurer on the Board of Directors for the Celebration Cove Condo Owner's Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.
Trevor S
Series 66
Oconomowoc, WI
RBC Capital Markets
Trevor Skaggs is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, Merrill, Merrill Lynch, and Northwestern Mutual. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using both in-house and third-party investment managers.
Matthew D
Series 66
Minneapolis, MN
RBC Capital Markets
Matthew Debianchi is a financial advisor at RBC Capital Markets with a Series 66 designation. He joined RBC in 2026 and has previous experience with LPL Enterprise LLC and several other firms. Debianchi is involved with the Black, Educated, Successful, Thriving Young Male Enrichment Program, a nonprofit organization. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.
Ryan D
Series 66
Eugene, OR
RBC Capital Markets
Ryan Dwyer is a financial advisor at RBC Capital Markets with 21 years of industry experience and holds a Series 66 designation. He previously worked at Nuveen Investments, LLC and City National Bank. Outside of his advisory role, Dwyer is involved with charitable organizations, serving on the board of the Michael J. Dwyer Foundation, where he helps organize a yearly golf tournament fundraiser, and as an at-large member of the Open Door Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies implemented through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, and custody services.
Richard V
Series 66
Green Bay, WI
RBC Capital Markets
Richard Vezina is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has previously worked at Merrill, Bank of America, and City National Bank. Outside of his advisory role, he is involved in several business activities including managing LLCs related to real estate holdings and aircraft ownership. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers customized investment strategies and advisory programs, utilizing both in-house and third-party managers to tailor portfolios according to client risk profiles.
Todd S
Series 63, Series 66
Florham Park, NJ
RBC Capital Markets
Todd Shallcross is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 66 designations and has worked at City National Bank since 2016, while maintaining a role at RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, with strategies tailored to clients’ risk profiles and a combination of in-house and third-party investment managers.
Tyler S
Series 66
Wayzata, MN
RBC Capital Markets
Tyler Shilson is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2024. Prior to entering the financial industry, he was involved with Pursuit Wrestling MN and Body Rejuvenation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles and investment goals.
Lucia K
Series 66
Bloomfield Hills, MI
RBC Capital Markets
Lucia Kaddouh is a financial advisor at RBC Capital Markets with four years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2020, previously working at RBC Wealth Management from 2001 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, tailoring strategies to clients’ individual risk profiles.
James L
Series 66
Miami, FL
RBC Capital Markets
James Lambert is a financial advisor with RBC Capital Markets in Miami, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, he owns a holding company that occasionally charters day trips for family members. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services, implementing customized strategies through a combination of in-house and third-party managers.
Matthew B
Series 63, Series 65
Washington, DC
RBC Capital Markets
Matthew Brudniak is a financial advisor at RBC Capital Markets in Washington, DC, with 41 years of industry experience. He has been with RBC Capital Markets since 2009 and previously worked at City National Bank from 2019 to 2025. Outside of his advisory role, he was a passive owner of an antiques business that sold to private collectors and museums. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.
Alyssa H
Series 63, Series 65
Wayzata, MN
RBC Capital Markets
Alyssa Hall is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she works part-time as a sales representative for The Country Register Newspaper and is an independent consultant selling food products through Tastefully Simple. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.
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