Jennifer Reardon is a CFP® with 29 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2017. She previously worked at Morgan Stanley Smith Barney from 2009 to 2017. Ms. Reardon is a member of the Boston Estate Planning Council's Outreach Committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and integrated capital-markets capabilities.

Evan D'onofrio is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2018, with previous experience at Morgan Stanley and Investopedia. 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 provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services through multiple wrap fee advisory programs tailored to client risk profiles.

Grace Bumpus is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at RBC Capital Markets since 2025. Her prior experience includes roles at Franklin Distributors, Franklin Templeton Companies, and Putnam Investment Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Charlotte Di Prete is a financial advisor with RBC Capital Markets in Boston, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at The Hinckley Company and managing DiPrete Real Estate Investments. Outside of finance, she has experience in retail with Monelle Clothing and has been involved in collegiate education at Gettysburg College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and financial planning through multiple advisory programs tailored to clients’ risk profiles and investment preferences.

John Maddaloni is a financial advisor at RBC Capital Markets with a Series 66 designation and experience beginning in 2026. Prior to joining RBC, he worked at Hornor, Townsend, & Kent LLC and has a background that includes roles at Bucknell University and The Haverford School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes a combination of in-house and third-party managers and program options.

Sheila Golden is a financial advisor at RBC Capital Markets with 37 years of industry experience. She has held positions at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated prior to joining RBC in 2017. She holds the Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management and responsible investing.

Lisa Austin is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and City National Bank. Austin serves on the board of directors for Birds Caribbean, an organization focused on bird conservation efforts in the Caribbean. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations by offering various advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles, utilizing both in-house and third-party managers, while integrating features such as tax management and responsible-investing options.

Geraldine Shea is a financial advisor at RBC Capital Markets with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC since 2008. Outside of her advisory role, she owns and maintains a rental property in South Boston. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment resources.

Kevin Wythe is a CFP® professional with 36 years of experience in the financial industry. He is currently with RBC Capital Markets, having joined in 2026. His prior experience includes roles at Wells Fargo Clearing Services and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services through multiple wrap fee advisory programs.

Gary Bruno is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining RBC in 2018, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2008 to 2018. 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 tailored strategies, employing a combination of in-house and third-party investment managers and a range of portfolio management and financial planning services.

Jack Agnew is a financial advisor with RBC Capital Markets in Boston, MA. He holds a Series 66 designation and has recently transitioned into advisory roles following prior experience at Rensselaer Polytechnic Institute and The August Group Capital. 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 multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Robert Taylor is a CFA® charterholder with 25 years of industry experience. He is currently affiliated with RBC Capital Markets and has worked there since 2008, also holding a position at City National Bank since 2019. 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 various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Brendan Krebs is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at PNC Investments, Wells Fargo Clearing, Fisher Investments, and Merrill. Brendan is based in Boston, MA. 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 wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies through a range of in-house and third-party investment managers.

Jeffrey Maslanka is a financial advisor with RBC Capital Markets in Boston, MA, holding Series 63 and Series 66 designations and 17 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. 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 various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Greg Kelley is a financial advisor with RBC Capital Markets in Boston, MA, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at City National Bank, Nomura Securities International, and Putnam Retail Management. He serves on the Board of Directors for the John M. Barry Boys and Girls Club of Newton, participating in program and resource committees. 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 that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services.

Liam Hurley is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2021. Outside of finance, he is employed by Capers Catering, where he serves food to guests on a part-time basis. 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 that provide portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

David Messaline is a financial advisor at RBC Capital Markets with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008, also serving at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs and employs tailored investment strategies implemented through a combination of in-house and third-party managers.

Brennan Maggio is a financial advisor at RBC Capital Markets in Boston, MA, holding a Series 66 designation. He joined RBC Capital Markets in 2025 and has previous experience at Commonwealth Financial Network, Actalent, and Lacoste. Outside of his advisory role, he is involved in a small rental arrangement as a homeowner. 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 various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment resources.

Alexander Leith is a financial advisor with RBC Capital Markets in Boston, MA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at RBC Capital Markets since 2008 and is also associated with City National Bank. Outside of his advisory role, he serves as a director on the board of Dedham Savings Bank and is the president of the Vintage Sports Car Club of America. 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 multiple advisory programs that provide customized portfolio management and financial planning services, leveraging both internal and third-party investment managers.

Jeffrey Kustes is a financial advisor at RBC Capital Markets in Boston, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Morgan Stanley. 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 portfolio management and integrates both in-house and third-party investment managers in its strategies.

Rayne Browning is a financial advisor at RBC Capital Markets in Boston, MA, with four years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments, True Grit Zone, SNI Companies, and Diversified Consultants Incorporated. 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 provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Jeffrey Jacobson is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. He serves as a committee member at Temple Sinai, where he advises on the allocation of surplus balances. 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 multiple advisory programs with customized strategies implemented through a combination of in-house and third-party investment managers.

Alexander Davis is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including City National Bank and Morgan Stanley. Outside of his advisory role, he serves on the board of directors for the Newton Athletic Association, a youth recreational basketball league in Newton, MA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Lindsay Tavano is a financial advisor at RBC Capital Markets in Boston, holding a Series 66 designation with one year of industry experience. Prior to joining RBC in 2023, Lindsay worked at Comcast Business and held roles related to education at Merrimack College. 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 a variety of advisory programs that provide tailored portfolio management, financial planning, and brokerage services, using a combination of in-house and third-party investment managers and strategies.

Jeffrey Gomer is a financial advisor at RBC Capital Markets in Boston, MA, with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at First Republic Investment Management, JPMorgan Securities, and JPMorgan Chase Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing tailored portfolio management, financial planning, custody, and brokerage services through multiple advisory programs. The firm’s investment approach combines in-house and third-party managers with customizable options including tax management and responsible investing.

Molly Solari is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2011. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Ernest Joseph Jr. is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets Corporation since 2008 and City National Bank since 2019. 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 a variety of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

John Turco is a financial advisor at RBC Capital Markets with 27 years of industry experience. He has been with RBC Capital Markets Corporation for 18 years and holds Series 63 and Series 65 licenses. 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 tailored to clients' risk profiles and employs both in-house and third-party investment managers with options for tax management and responsible investing.

Richard Bellew Jr. is a financial advisor with RBC Capital Markets based in Boston, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Janney Montgomery Scott for 14 years before joining RBC Capital Markets and City National Bank in 2022. 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 tailored portfolio management and financial planning services utilizing both in-house and third-party investment managers.

Heather Peterson is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at Cape Cod Five Cents Savings Bank, Emmanuel College, and Ameriprise Financial Services. She has also worked in education and the hospitality industry, including at Sea Dog Brew Pub and Good Friends Cafe. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Connor Hawkinson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Foreside Fund Services, LLC and Global X Management Company. He is currently based in Boston, MA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Christopher Bayles is a financial advisor with RBC Capital Markets in Boston, MA, holding a Series 66 designation and 27 years of industry experience. His work history includes roles at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Marissa Mariano is a financial advisor with RBC Capital Markets in Boston, MA, holding Series 63 and Series 66 designations and 24 years of industry experience. She worked at Morgan Stanley for nine years before joining RBC Capital Markets in 2018. 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 a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Scott Grenert is a financial advisor at RBC Capital Markets in Boston, MA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He previously worked at First Republic Investment Management, First Republic Securities Company, and J.P. Morgan Chase Bank and Securities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, 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 both discretionary and non-discretionary portfolio management and financial planning services.

Annie Tse is a financial advisor with RBC Capital Markets in Boston, MA, holding a Series 66 designation and 16 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously spent eight years with Morgan Stanley Smith Barney. 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 discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles using a combination of in-house and third-party investment managers.

Jordan Perschel is a financial advisor with RBC Capital Markets in Boston, MA, holding Series 63 and Series 65 designations and having 13 years of industry experience. He has worked at RBC Capital Markets since 2018 and previously held roles at Supernova Lending, LLC and Morgan Stanley. 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 provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.