Chelsey Mc Shane is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has worked at City National Bank and RBC Capital Markets since 2020. Outside of her advisory role, she serves as Treasurer and Secretary on the board of the Yellowstone Soccer Association, a youth soccer program in Billings, MT. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through both in-house and third-party investment managers.

Michael Mc Daniel is a financial advisor with RBC Capital Markets in Billings, MT. He holds a Series 66 designation and has one year of industry experience. Prior to joining RBC Capital Markets, he worked for Whitewood Transport, Inc. for 11 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and integrates capabilities from affiliated asset managers and capital markets services.

Veronica Kuzma Murch is a financial advisor with RBC Capital Markets in Billings, MT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she serves on the board of directors for Veterans Navigation Network, a nonprofit supporting Montana veterans with job networking and educational resources. 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 tailored portfolio management strategies and access to both in-house and third-party investment managers.

John Mccalla is a financial advisor with RBC Capital Markets in Billings, MT, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked at RBC Capital Markets since 2012 and previously spent six years at City National Bank. Outside of his advisory role, he serves as President of a local condominium association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, and charitable organizations with customized advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing a mix of in-house and third-party investment managers and various client-tailored investment strategies.

Lawrence Van Atta is a financial advisor with RBC Capital Markets in Billings, MT, holding Series 63 and Series 65 credentials and possessing 47 years of industry experience. He has worked at RBC Capital Markets since 2008 and is also associated with City National Bank since 2019. 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 advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, using tailored strategies implemented through a combination of in-house and third-party managers.

Lisa Davis is a financial advisor with RBC Capital Markets in Billings, MT, holding a Series 66 credential and nine years of industry experience. Prior to her current role, she worked at D.A. Davidson & Co. and RBC Wealth Management. She also operated a photography business, Framed by Lisa Photography, from 2013 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes both in-house and third-party investment managers and offers a variety of program structures and options, supported by RBC’s capital markets and affiliated asset management capabilities.

Zachary Funyak is a financial advisor with RBC Capital Markets in Billings, MT, holding a Series 66 credential and four years of industry experience. He has worked at RBC Wealth Management, Empirical Wealth Management, and KPMG LLP. 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 with tailored strategies implemented through a mix of in-house and third-party managers, leveraging its capital markets capabilities and affiliated asset managers.

Hailey Jacobs is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has previous work experience at Morgan Stanley and St. John's Lutheran Ministries. Outside of her advisory role, she works as an independent consultant for Scentsy, hosting product events and managing orders. RBC Wealth Management serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Susan Sullivan is a financial advisor at RBC Capital Markets with 38 years of industry experience. She has been with RBC since 2013 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the board of directors and as treasurer for the Yellowstone Art Museum and is a board member of the Cloverleaf Meadows Homeowners Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm uses a combination of in-house and third-party investment managers and offers various program structures to meet client needs.

Marissa Jones is a financial advisor at RBC Capital Markets based in Billings, MT, holding a Series 66 designation with six years of industry experience. She has previously worked at City National Bank and has academic experience at Rocky Mountain College and Montana State University Billings. Outside of her advisory role, Jones is actively involved in ranching operations through Montana's Finest Cattle Company LLC and volunteers with the nonprofit organization Love and Sonshine. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

David Kelley is a financial advisor with RBC Capital Markets in Billings, MT, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management provides services to individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies, utilizing both in-house and third-party managers, and integrates its capital-markets resources into client solutions.

Julie Asher is a financial advisor with RBC Capital Markets in Billings, MT, holding a Series 66 credential and 22 years of industry experience. Her prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. She serves on the Board of Directors for the Education Foundation in Billings, which supports educational opportunities for local public school students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, employing strategies tailored to clients’ risk profiles through both in-house and third-party investment managers.

Anna Wessell is a financial advisor at RBC Capital Markets with eight years at the firm and a total of ten years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for two years. Outside of her advisory role, she is involved with the Boulder Arrowhead Little League, assisting volunteers with concessions and baseball activities, and serves as an election judge in Yellowstone County, Montana. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Sally Hedrick is a financial advisor with RBC Capital Markets in Billings, MT. She holds Series 63 and Series 65 credentials and has 35 years of industry experience, including 18 years with RBC Capital Markets. Outside of her advisory role, she owns a farm ground lease business. RBC Wealth Management 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 using both in-house and third-party investment managers.

Annemarie Wade is a financial advisor with RBC Capital Markets in Billings, MT, holding a Series 66 designation and bringing 28 years of industry experience. She has worked at RBC Capital Markets since 2008 and has been affiliated with City National Bank since 2020. Outside of her advisory role, she serves on the finance committee of United Way of Yellowstone County and holds board positions with the Zonta Club of Billings and its Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary management, combining in-house and third-party investment resources alongside integrated financial planning, custody, and brokerage services.

Katie Mueller is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2015, also working at City National Bank since 2019. 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 various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.