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Marvin G

Series 63

Clive, IA

RBC Capital Markets

Marvin Gilliland is a financial advisor at RBC Capital Markets with 56 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2021. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.

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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Mari B

Series 63, Series 66

Clive, IA

RBC Capital Markets

Mari Bunney is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, Bunney serves on the board of directors for the Iowa Center for Economic Success, a nonprofit focused on supporting small businesses in Iowa. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and portfolio management 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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John M

Series 63, Series 65

Clive, IA

RBC Capital Markets

John Metz is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has held his current position since 2008 and holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with a tailored investment approach utilizing both in-house and third-party managers, along with various 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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John F

Series 63, Series 66

Clive, IA

RBC Capital Markets

John Fisher is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of his advisory work, he serves on the boards of the Roosevelt High School Foundation, the Iowa Natural Heritage Foundation, Hoyt Sherman Place performing arts theater, and Central Presbyterian Church Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual and institutional clients. The firm offers customized portfolio management and financial planning solutions, utilizing both in-house and third-party investment managers to implement strategies aligned with 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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Ryan J

CFP®, Series 63, Series 65

Clive, IA

RBC Capital Markets

Ryan Johnston is a CFP® with 10 years of industry experience. He is currently with RBC Capital Markets, where he has worked since 2017, and has prior experience at City National Bank, Mark Doyle Insurance Agency, and State Farm VP Management Corp. 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 a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.

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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Emma S

Series 66

Clive, IA

RBC Capital Markets

Emma Stoker is a financial advisor at RBC Capital Markets with Series 66 credentials and one year of industry experience. She previously worked at Ernst & Young and held various roles at Iowa State University. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized investment strategies, offering a range of advisory programs and 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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Andrew H

Series 63, Series 65

Clive, IA

RBC Capital Markets

Andrew Hensen is a financial advisor with RBC Capital Markets in Clive, IA, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank. Hensen serves on the Board of Ambassadors for Coaches vs. Cancer, a non-profit organization raising funds for the American Cancer Society. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside a range of 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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Michael C

Series 63, Series 65

Clive, IA

RBC Capital Markets

Michael Chenchar is a financial advisor with RBC Capital Markets in Clive, Iowa. He holds Series 63 and Series 65 credentials and has 46 years of industry experience. He has worked at RBC Capital Markets since 2009 and has been affiliated with a related city entity since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients' risk profiles, using a combination of internal and third-party investment managers and a range of 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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Lucas I

Series 63, Series 66

Clive, IA

RBC Capital Markets

Lucas Itzen is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 licenses and four years of industry experience. He joined RBC Capital Markets in 2024 after roles with Axos Clearing, Charles Schwab, and TD Ameritrade. RBC Wealth Management serves individual investors, institutional clients, corporations, and charitable organizations with tailored investment strategies and offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody 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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Michael G

Series 66

Clive, IA

RBC Capital Markets

Michael Greth is a financial advisor with RBC Capital Markets and holds a Series 66 credential. He has 22 years of industry experience, including roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he serves as a co-trustee for a family trust. RBC Wealth Management, a division of RBC Capital Markets, provides investment and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored portfolio management through multiple advisory programs and integrates 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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Christina L

Series 66

Clive, IA

RBC Capital Markets

Christina Lenze is a financial advisor at RBC Capital Markets with four years of industry experience. She holds the Series 66 designation and previously worked at Principal Financial Group and Premier Credit Union. 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 combine discretionary and non-discretionary portfolio management with 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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Nancy A

Series 63, Series 66

Clive, IA

RBC Capital Markets

Nancy Anstoetter is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she serves on the board of directors for a women's vocational program in Ghana and participates in community leadership and stewardship activities within local organizations. 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 a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for portfolio customization, tax management, and responsible investing.

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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Jacob G

Series 66

Clive, IA

RBC Capital Markets

Jacob Gaskell is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 21 years of industry experience, with prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. He also serves as an executor for a family friend. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning services through multiple advisory programs, utilizing a mix 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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Mark M

Series 63, Series 66

Clive, IA

RBC Capital Markets

Mark Mazzie is a financial advisor with RBC Capital Markets who holds Series 63 and Series 66 credentials and has 29 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and concurrently with City National Bank since 2020. Outside of his advisory role, Mazzie serves as president of the Iowa Chi Chapter of Sigma Alpha Epsilon Fraternity Housing Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible investing.

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 R

Series 63, Series 65

Clive, IA

RBC Capital Markets

Michael Rooney is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank. Outside of his advisory role, he serves on the Ankeny School District School Board and is a director of the South West Iowa Game Club. 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 tailored investment strategies through various advisory programs and combines in-house and third-party investment management 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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Elizabeth W

Series 66

Clive, IA

RBC Capital Markets

Elizabeth Webb is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at RBC Capital Markets since 2009 and is currently affiliated with City National Bank as well. 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 a range of wrap fee advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside 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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Peter W

Series 66

Clive, IA

RBC Capital Markets

Peter Wills is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 66 designation and has been with RBC since 2022. Prior to his advisory role, he worked for over a decade at the family business, Wills Family Orchard, where he was involved in production management and agricultural operations. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with customized investment strategies managed through both in-house and third-party 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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Tami R

Series 63, Series 65

Clive, IA

RBC Capital Markets

Tami Roberts is a financial advisor at RBC Capital Markets with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets Corporation since 2008. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix 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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Lucas T

Series 66, Series 63

Clive, IA

RBC Capital Markets

Lucas Trainor is a financial advisor with RBC Capital Markets in Clive, IA, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, and service in the United States Marine Corps. RBC Wealth Management serves a broad client base, including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers along with various portfolio administration 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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Dana W

Series 66

Clive, IA

RBC Capital Markets

Dana Weir is a financial advisor with RBC Capital Markets in Clive, Iowa, holding a Series 66 designation and 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is a passive owner of farmland. 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 with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and 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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Troy R

CFP®, ChFC®, Series 63, Series 65, Series 66

Clive, IA

RBC Capital Markets

Troy Randall is a financial advisor with RBC Capital Markets and holds the CFP® and ChFC® designations, along with Series 63, 65, and 66 licenses. He has 36 years of industry experience, with prior roles at Morgan Stanley, Securities America Advisors, Investacorp, Highland, and Principal Financial Group. He serves as a board member for the nonprofit 100 Men of Norwalk and on the board of a local homeowners association. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored portfolio management programs using a combination of in-house and third-party managers and is supported by RBC’s capital-markets capabilities and affiliated asset 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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Benjamin B

Series 66

Clive, IA

RBC Capital Markets

Benjamin Breeding is a financial advisor with RBC Capital Markets in Clive, IA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at RBC Wealth Management and Northwestern Mutual. 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 clients’ risk profiles and utilizes a combination of in-house and third-party managers and investment models.

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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James B

Series 63, Series 66

Clive, IA

RBC Capital Markets

James Brown is a financial advisor with RBC Capital Markets holding Series 63 and Series 66 registrations and has 31 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2020. 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 range of 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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Hiller O

Series 66

Clive, IA

RBC Capital Markets

Hiller Olsen is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for 20 years before joining RBC in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes strategies based on clients’ risk profiles, 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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Geoffrey L

Series 63, Series 66

Clive, IA

RBC Capital Markets

Geoffrey Lamb is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with RBC Capital Markets since 2005 and has also been associated with City National Bank since 2020. Outside of his financial advisory role, he serves on the board of the Ankeny Centennial High School Football Committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of wrap fee advisory programs that provide portfolio management, financial planning, 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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John G

Series 66

Clive, IA

RBC Capital Markets

John Gilliland is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and City National Bank. Gilliland serves on the board of the Van Meter Community School District and is a volunteer board member of the Dallas County Foundation. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies and portfolio management through a mix 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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Stephanie B

Series 63

Clive, IA

RBC Capital Markets

Stephanie Buscher is a financial advisor with RBC Capital Markets in Clive, Iowa, holding a Series 63 designation and 27 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. 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 range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, using tailored investment strategies and 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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Mark A

Series 63, Series 66

Clive, IA

RBC Capital Markets

Mark Atkinson is a financial advisor with RBC Capital Markets in Clive, Iowa, holding Series 63 and Series 66 designations and possessing 38 years of industry experience. He has been with RBC Capital Markets since 2008 and also works at City National Bank since 2020. Outside of his advisory role, Atkinson serves as president of the Atkinson Foundation, a nonprofit organization. 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 with tailored strategies, integrating in-house and third-party investment managers along with a range of 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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