Karl Lambert is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with RBC Capital Markets since 2008 and has been affiliated with City National Bank since 2016. Outside of his advisory role, Lambert serves on the board of directors for the Jungle Theater, a performing arts organization, and is involved in leadership roles with several condominium associations. He is also an owner and officer of an educational product company, Reading Safe LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that incorporate a variety of investment managers and strategies, supported by RBC’s capital-markets capabilities and integrated financial services.

Gregory Bowman is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2016. Outside of his advisory role, he is involved in a family investment group focusing on residential properties. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by extensive capital markets and affiliated asset management resources.

Elise Morales is a financial advisor at RBC Capital Markets in Austin, TX, holding a Series 66 designation with six years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Andrew Westerkom is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets, LLC since 2018. Prior to this, he worked at All About Vapor, Inc. for five years. Outside of his financial advising role, he is involved in voice-over work and produces a podcast through his media production company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations, offering tailored advisory programs that incorporate discretionary and non-discretionary portfolio management and various financial services.

William Brandenberger is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and with 26 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, offering tailored investment strategies through multiple wrap fee advisory programs. The firm combines in-house and third-party investment managers to provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Kimberly Sowers is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Women in ETFs, Sage Advisory Services, and Independent Portfolio Consultants, Inc. She is based in Austin, TX. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment strategies.

Nancy Mcdonald is a financial advisor at RBC Capital Markets in Austin, TX, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at UBS Financial Services, Merrill, and Bank of America, N.A. 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 customizable investment programs and portfolio management services utilizing both in-house and third-party managers, with options for tax management and responsible investing.

Steven Franco is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 registrations and 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds a 20% ownership interest as a limited partner in a cigar store business. 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 tailored portfolio management and integrates in-house and third-party investment managers to implement strategies according to client risk profiles.

Terry Sherman is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds CFP® and CFA® designations and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Kobi Owen is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and previously worked at Capital Creek Partners and Ameriprise Financial Services. Outside of his advisory role, he assists part-time with financial consulting and marketing for a family-owned interior design firm. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and access to both in-house and third-party investment managers.

Dennis Hobbs is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes seven years at City National Bank and over 17 years with RBC Capital Markets. Outside of his advisory work, he assists with a Financial Peace University class at The Lakeway Church and serves on the board of the Austin Executives Association. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a broad range of clients, including individual investors, institutions, pension plans, and charitable organizations. The firm offers tailored investment strategies implemented through various in-house and third-party managers and supports diverse account structures with options for tax management and responsible investing.

Charles Hoene is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008, also serving City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles through a combination of internal and external investment managers.

Patrick Easter is a financial advisor at RBC Capital Markets in Austin, TX, holding a CFP® designation with 40 years of industry experience. He has been with RBC Capital Markets since 2014 and previously worked at City National Bank from 2021 to 2023. Outside of his advisory role, he assists in managing family farm interests through an LLC created to hold inherited assets. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies using a range of advisory programs and portfolio management options. The firm combines in-house and third-party investment resources, offering services that include financial planning, custody, and brokerage solutions.

Jason Khawaja is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and UBS Financial Services. Khawaja serves in an informal advisory capacity with Meals on Wheels Central Texas, assisting their Finance Committee with evaluation of the Endowment Portfolio. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including high-net-worth investors, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, supported by RBC’s capital-markets and asset management capabilities.

John Riffle is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2014, with a prior role at City National Bank from 2021 to 2023. Based in Austin, TX, he is part of a large team of advisors at the firm. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by integrated capital-markets capabilities.

David Storer is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and 21 years of industry experience. Prior to joining RBC in 2020, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the board of a local charity organizing tailgate events and participates in HOA property management as a board member. RBC Wealth Management provides services to individual investors, institutions, and charitable organizations, offering tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and offers various options for rebalancing, tax management, and responsible investing.

Paul Ballett is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 credential and 26 years of industry experience. He has worked at RBC Capital Markets since 2008. He has served as president of Wave International, Inc., an inactive Texas corporation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations through a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and uses both in-house and third-party managers, with access to alternative investments and integrated capital markets capabilities.

Dane Martindale is a financial advisor with RBC Capital Markets in Austin, TX, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 tailored strategies implemented through both in-house and third-party investment managers, providing diversified portfolio management and financial planning services.

Cathy York is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and has previously worked at Eanes Independent School District and BazaarVoice. Outside of her advisory role, she serves as Vice President of Operations on the board of Westlake Band Parents, supporting the local band program. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Bryan Garcia is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Raymond James Financial Services and Prosperity Bank. 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 and tailors investment strategies using both in-house and third-party managers to meet clients’ specific risk profiles.

Tessa Castor is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and two years of industry experience. Prior to joining RBC, she worked in various roles across several companies from 2016 to 2022. She is occasionally involved in assisting with the finances of Weston Montgomery LLC, a private company associated with her fiancé. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Eric Wittek is a financial advisor with RBC Capital Markets in Austin, TX, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2014 and also works with City National Bank since 2018. Wittek serves on the boards of the Austin Chamber Music Center and the Samaritan Center, a nonprofit counseling service. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a combination of internal and external investment managers, including alternative investment options.