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Charles P

Series 63, Series 65

Boise, ID

RBC Capital Markets

Charles Powers III is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining RBC in 2025, he worked for UBS Financial Services Inc. for 11 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s 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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Michael T

CFP®, Series 66

Boise, ID

RBC Capital Markets

Michael Treinen is a CFP® with 17 years of experience in the financial services industry. He joined RBC Capital Markets in 2025 after a 16-year tenure at UBS Financial Services Inc. He serves as chairman of the board and finance committee member for the Idaho Catholic Foundation and is on the investment committee for the Mortar Board National Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored investment advisory programs and portfolio management services using 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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Sandra D

Series 63, Series 65

Boise, ID

RBC Capital Markets

Sandra Dalton is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She previously worked at UBS Financial Services Inc. for 16 years before joining RBC in 2025. Dalton serves on the board of Boise Rescue Mission, where she participates in overseeing budget and financial statements. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and corporate clients with tailored investment strategies implemented through a variety of advisory programs. The firm combines in-house and third-party investment managers to offer discretionary and non-discretionary portfolio management, financial planning, 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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Samantha P

Series 63, Series 66

Boise, ID

RBC Capital Markets

Samantha Pitts is a financial advisor with RBC Capital Markets in Boise, ID, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior work includes positions at D.A. Davidson & Co., UBS Financial Services, and Sagepoint Financial, among others. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors across wealth levels, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both 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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Byron E

Series 63, Series 65

Boise, ID

RBC Capital Markets

Byron Ellis is a financial advisor with RBC Capital Markets in Boise, ID, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining RBC in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years. Outside of his advisory work, he serves as an assistant basketball coach at Meridian High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with portfolio management and financial planning services tailored to clients' Advisory Risk Profiles, utilizing both in-house and third-party investment 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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Benjamin D

Series 66

Boise, ID

RBC Capital Markets

Benjamin Dalton is a financial advisor with RBC Capital Markets, holding a Series 66 designation and having 13 years of industry experience. Prior to joining RBC in 2025, he worked at UBS Financial Services from 2011 to 2025. Outside of his advisory role, he is a partner in a real estate investment-related business, JAMS Properties LLC. RBC Wealth Management serves a wide range of clients including individuals, institutions, and charitable organizations, offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and integrates both in-house and third-party managers in its portfolio solutions.

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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William B

Series 63, Series 65

Boise, ID

RBC Capital Markets

William Bahney is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He previously worked for UBS Financial Services for 16 years before joining RBC in 2025. Outside of his advisory role, he serves as a director at the Boise Rescue Mission, where he advises and counsels the CFO and contributes to the organization's goals. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs that offer discretionary and non-discretionary 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 managers, incorporating features like tax management and responsible-investing options.

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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Ryan W

Series 66

Boise, ID

RBC Capital Markets

Ryan Whitney is a financial advisor with RBC Capital Markets in Eagle, Idaho. He holds a Series 66 designation and has two years of industry experience, including five years at UBS prior to joining RBC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing a combination of 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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