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David B

Series 63, Series 65

Bel Air, MD

RBC Capital Markets

David Barnes is a financial advisor at RBC Capital Markets with 32 years of industry experience. He previously worked at Bank of America, N.A. for 13 years and Merrill for over three decades. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies and integrates in-house and third-party managers to meet clients’ advisory risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Paula G

Series 63, Series 65

Bel Air, MD

RBC Capital Markets

Paula Gay is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 22 years before joining RBC in 2024. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing customizable portfolio management and integrated capital-markets capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Victoria W

Series 66

Bel Air, MD

RBC Capital Markets

Victoria Webster is a financial advisor with RBC Capital Markets holding a Series 66 designation. She has been in the industry since 2016, with prior experience at Merrill, SunTrust, and Fulton Financial Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Daniel P

CFP®, Series 66

Bel Air, MD

RBC Capital Markets

Daniel Petro is a CFP®-credentialed financial advisor with 16 years of industry experience. He has been with RBC Capital Markets LLC since 2009. 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 a range of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Connor B

Series 66

Bel Air, MD

RBC Capital Markets

Connor Barnes is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Tower Partners and Whitebox Advisors LLC. 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 utilizes a combination of in-house and third-party investment managers tailored to clients’ risk profiles and offers features such as tax management and responsible investing screens.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Nicholas C

Series 65, Series 63

Bel Air, MD

RBC Capital Markets

Nicholas Cosgrove is a financial advisor with RBC Capital Markets in Bel Air, MD. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Legacy Financial Advisors, W&S Brokerage Services, and Western & Southern Life. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Matthew C

Series 66

Bel Air, MD

RBC Capital Markets

Matthew Citrano is a financial advisor with RBC Capital Markets in Bel Air, MD. He holds a Series 66 designation and has 10 years of industry experience, including 11 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Paul S

Series 66

Bel Air, MD

RBC Capital Markets

Paul Sierocinski is a Series 66 credentialed financial advisor at RBC Capital Markets, with 24 years of industry experience. He previously worked at Bank of America and Merrill, where he held positions spanning over two decades. 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 various advisory programs with tailored investment strategies, employing both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Sean T

Series 63, Series 65

Bel Air, MD

RBC Capital Markets

Sean Tully is a financial advisor with RBC Capital Markets in Hunt Valley, MD, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been with City National Bank since 2017. 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 with discretionary and non-discretionary management, tailoring strategies to clients’ risk profiles and utilizing in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Patrick P

CFP®, Series 63, Series 65

Bel Air, MD

RBC Capital Markets

Patrick Pollard is a CFP® professional with 32 years of industry experience, currently serving at RBC Capital Markets since 2024. He previously worked at Bank of America, N.A. and Merrill Lynch, with overlapping tenures spanning over two decades. He is a board member and part of the investment sub-committee for the Community Foundation of Harford County, serves on the board of the Greater Bel Air Community Foundation, and is chairman of the Greater Harford Committee, a business advocacy group in Harford County, MD. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and portfolio management services to individuals, institutional clients, corporations, and charitable organizations. The firm employs customized strategies using both in-house and third-party investment managers, with various program structures and services including financial planning, custody, and brokerage.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Bryon E

Series 63, Series 66

Bel Air, MD

RBC Capital Markets

Bryon Epple is a financial advisor with RBC Capital Markets in Bel Air, MD, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at RBC Capital Markets since 2008 and more recently at City National Bank since 2019. Outside of his advisory role, Epple serves as treasurer for a local community soccer program. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with customizable portfolio management and financial planning services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Russell S

Series 66

Bel Air, MD

RBC Capital Markets

Russell Smouse is a financial advisor with RBC Capital Markets in Bel Air, MD, holding a Series 66 designation and one year of industry experience. He has worked at RBC Capital Markets since 2023 and has previous roles including positions at ASPIRE Continuing Education and Loyola University. 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 variety of advisory programs with tailored strategies implemented through in-house and third-party investment managers, emphasizing customizable portfolio management and integrated capital markets resources.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Brian K

CFP®, Series 63

Bel Air, MD

RBC Capital Markets

Brian Koch is a CFP®-certified financial advisor with 15 years of industry experience. He currently works at RBC Capital Markets and previously spent nine years at Fidelity Brokerage Services LLC. He serves as a volunteer member of the Board Investment Sub-Committee for Notre Dame Preparatory School, an independent Catholic girls' school. 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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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John S

Series 63, Series 65

Bel Air, MD

RBC Capital Markets

John Sutton Jr. is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008, as well as at City National Bank since 2018. Outside of his advisory role, he serves as Treasurer for a condominium association in Ocean City, MD. 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 various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Harry S

Series 66

Bel Air, MD

RBC Capital Markets

Harry Sturgis is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at Vallit Advisors, LLC and Weyrich, Cronin & Sorra. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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