Kelsey Hensen 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 RBC Wealth Management, Kingland Systems, and involvement with Ankeny Golf and Country Clubs. She was also a full-time student at Iowa State University until 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning, utilizing both in-house and third-party investment resources.

Mark Johnston is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2008, along with prior experience at AllianceBernstein L.P. from 2002 to 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm provides various advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by comprehensive capital markets and affiliated asset management capabilities.

Cole Cammack is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with less than one year of industry experience. His previous roles include positions at City National Bank, Lifeblue, Inc, and CrateBind, LLC. Outside of his advisory work, he is the sole proprietor of CGC Creative, a business focused on client communications and project management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients from individual investors to institutions and offers various advisory programs tailored to clients’ risk profiles. The firm employs a combination of in-house and third-party managers to implement diversified investment strategies with options for tax management and responsible investing.

Travis Moss is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked for Stifel Nicolaus & Co Inc for 10 years before joining RBC in 2026. Outside of his advisory role, he manages a hunting lease through MOSS HUNT LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs and customizes investment strategies using both in-house and third-party managers, combining discretionary and non-discretionary portfolio management with financial planning and brokerage services.

Kyle Clift is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. He has worked at RBC Capital Markets since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 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 multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management along with financial planning and custody services.

Kristen Gunaca is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies and comprehensive financial services.

Graham Glosser is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with five years of industry experience. Before joining RBC Capital Markets in 2021, he worked for Matador Resources Company from 2014 to 2021. He is also a partner in a family partnership, Jabez Partners Ltd. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Lindsey Vickers is a financial advisor at RBC Capital Markets with nine years of industry experience. Prior to joining RBC in 2017, Lindsey worked at AXA Advisors and McElvain Oil Company. Lindsey holds Series 63 and Series 65 licenses. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and financial planning through multiple advisory programs. The firm leverages both in-house and third-party investment resources and provides a range of portfolio administration options tailored to client needs.

Thomas Eades is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 designations and possessing 46 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of internal and third-party investment managers, leveraging its capital markets capabilities and affiliated asset management resources.

James Koestner is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2020. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as president of the Dallas Park Cities Lions Club, leading community service activities focused on children's eye care and local events. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to individual and institutional clients. The firm offers a variety of fee-based programs with portfolio management tailored to clients’ risk profiles, incorporating both in-house and third-party investment managers.

Shawn Ezzo is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining RBC in 2026, he spent a decade at Stifel Nicolaus & Co Inc and was involved with Class Act School Packs, LLC for 15 years. RBC Wealth Management serves a wide range of clients, from individual investors to institutions, offering various advisory programs that provide discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm uses tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset managers.

Shari La Fleur is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked with RBC Capital Markets since 2012, with a brief tenure at Wells Fargo Clearing. 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 a range of advisory programs with customizable portfolio management options, integrating in-house and third-party investment resources to tailor strategies based on each client's Advisory Risk Profile.

Kevin Clift is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning a combined ten years. Outside of his advisory work, he is involved in several real estate-related activities, including ownership and maintenance of rental and investment properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment advisory programs utilizing both in-house and third-party managers, with options for discretionary and non-discretionary portfolio management, financial planning, and a variety of specialized services.

Donald Kinsey is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Stifel Nicolaus & Co Inc for ten years. Outside of his advisory role, he serves on the board of Kinsey Entertainment in Heath, TX. 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 tailored portfolio strategies and access to both in-house and third-party investment managers.

Michelle Calabro is a financial advisor at RBC Capital Markets with 39 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, including a role at City National Bank since 2021. 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 customized portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

Kyle Sheckells 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 Wealth Management since 2019 and at BNY Mellon from 2017 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides customizable portfolio solutions based on client risk profiles.

Matthew Sheldahl is a financial advisor at RBC Capital Markets in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. He serves as a trustee for the Optima Giving Foundation, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies and access to in-house and third-party investment managers.

Cindy Lewis is a financial advisor with RBC Capital Markets based in Dallas, TX. She holds Series 63 and Series 66 designations and has 32 years of industry experience. Her career includes roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with a range of wrap fee advisory programs and portfolio management services. The firm employs a tailored investment approach using both in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Alexander Nierling is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with 16 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his financial advisory role, he is a passive owner of a car dealership, Vaquero Motors. 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 with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party managers.

Gregory Glosser is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of a global ministry and participates as a member of a homeowners association board. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and customizes investment strategies using a combination of in-house and third-party managers.

Connie Sherrill is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her work history includes multiple roles with RBC Wealth Management and self-directed advisory activities. 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 customizable investment strategies implemented through a combination of in-house and third-party managers.

Elizabeth Blockhus is a financial advisor at RBC Capital Markets with Series 63 and Series 65 designations and one year of industry experience. Prior to joining RBC Capital Markets in 2026, she worked at Fidelity Investments for two years and has a background in education spanning over a decade. 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 investment strategies implemented through both in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Preston Teller is an advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining RBC, he worked at Learfield Amplify and held roles at Southern Methodist 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 various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Bianca Nicole Huang is a financial advisor at RBC Capital Markets with five years of industry experience. She holds the Series 66 designation and has worked previously at Saturna Brokerage Services and Saturna Capital Corporation. Her background also includes positions outside finance at Boston University, Giorgio Armani, Bloomsbury Publishing, and Baruch College-City University of New York. 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 to client risk profiles and utilizing both in-house and third-party investment managers.

Courtney Duphorne is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 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, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Chad Runnels is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining RBC Capital Markets in 2021. Runnels serves as an officer and secretary for Stuart Enterprises, a family-owned business, and is a board member of the Municipal Advisory Council of Texas. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by a broad capital-markets platform and affiliated asset managers.

Joseph Johnston is a financial advisor at RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Weitzman and work related to the Dallas Cowboys Golf Club. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors and institutions, offering customizable advisory programs and portfolio management services through a combination of in-house and third-party investment managers.

Jayce Frady is a financial advisor at RBC Capital Markets with Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at Mary Kay Inc. and Blessings Golf Club. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies that leverage both in-house and third-party managers.

Susanne Clift is a financial advisor with RBC Capital Markets in Dallas, TX. She holds a Series 66 designation and has seven years of industry experience, including four years at Essilor of America prior to joining RBC Capital Markets in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base ranging from individual investors to institutional clients and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Alan Henry is a financial advisor at RBC Capital Markets in Dallas, TX, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as an advisory and oversight committee member at Lakewood Country Club. 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 and combines in-house and third-party investment management with features such as tax management and responsible investing options.

Paul Hendershot is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and City National Bank. He serves on the Board of Governors for the Dallas Symphony Orchestra. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations through a range of advisory programs. The firm offers tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers, and features a capital-markets footprint with affiliated asset managers and alternative investment options.

Anthony Loreti is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation with 13 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as executor of a family trust in a trustee capacity. 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 multiple advisory programs with tailored investment strategies implemented through both in-house and third-party managers, leveraging a broad capital-markets platform and affiliated asset management capabilities.

Travis Sullivan Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, previously working at City National Bank. Sullivan serves on the board of the Kraddick Foundation/Kidd’s Kids and is a member of the Dean’s Advisory Board for the University of North Texas G. Brint Ryan College of Business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized advisory programs and integrates investment management with wealth planning, utilizing a range of in-house and third-party managers tailored to clients’ risk profiles.

Anupa Philip is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Merrill, JPMorgan Chase Bank, Fidelity, Capital One, and Wells Fargo. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering tailored investment strategies and advisory programs that utilize both in-house and third-party managers.

Matthew Pickett is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Stifel Nicolaus & Co Inc for ten years. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering tailored investment strategies through a variety of advisory programs and portfolio management services. The firm utilizes both in-house and third-party managers while providing options for tax management, rebalancing, and responsible investing.

Richard Nierling is a Series 66-credentialed financial advisor at RBC Capital Markets in Dallas, TX, with 20 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, Nierling is a partner in a car dealership and serves on the boards of a preschool and a charitable organization that hosts an annual golf event. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management and tailors strategies based on each client’s risk profile using a mix of in-house and third-party investment managers.

Robert Cordiak is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 2015. 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 a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' Advisory Risk Profiles.

Jacob Tippit is a financial advisor at RBC Capital Markets based in Dallas, TX. He holds a Series 66 designation and has two years of industry experience. His prior experience includes roles at Eagle Strategies, NYLIFE Securities LLC, Bond Financial, Watermark Home Loans, and Lakeside Equity. 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 a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile and investment preferences.

Tracy Holt is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining RBC in 2017, Holt worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers tailored investment strategies through multiple advisory programs, combining in-house and third-party managers, with options for discretionary and non-discretionary portfolio management, financial planning, and custody services.

Christy Cerralvo is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2004. 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 various wrap fee advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Panagiotis Nikakis is a financial advisor with RBC Capital Markets in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2023, he worked at Equitable Advisors and Eagle Consulting Group. He also has experience in university administration roles at Ashland University. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients’ risk profiles and preferences.

Vivian Frederick is a financial advisor at RBC Capital Markets with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Goldman Sachs and Verlaine Fox, an online retail business she founded. Vivian is based in Dallas, TX. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and offers services including tax management and responsible investing options.

Hunter Morita is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC and has a background that includes roles in education and nonprofit organizations. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, corporations, and charitable organizations with customized investment strategies and advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, and custody services.

Peyton Townsend Jr. is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 65 designations and bringing 57 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 a variety of wrap fee advisory programs and tailors investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Jaime Lamprea Carrillo is a financial advisor at RBC Capital Markets in Dallas, TX, holding a Series 66 designation. He has experience in the financial services industry dating back to 2016, with prior roles at Bank of America and Axcess Financial Services, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients 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, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Carsten Frederiksen is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and its Private Bank affiliate. Frederiksen is based in Dallas, TX. 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 wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.