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Christian O
Series 66
Denver, CO
RBC Capital Markets
Christian Ofner is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2013. In addition to his advisory role, he serves on the board of directors for the Women's Energy Network and the Women's Energy Network Foundation, which focus on energy advocacy and supporting local chapters. He is also involved in promoting skincare products through RODAN + FIELDS. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both internal and third-party investment managers.
Marc P
Series 63, Series 65
Denver, CO
RBC Capital Markets
Marc Pasquariello Williams is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he operates a small tennis racquet stringing business and serves on the board of a nonprofit focused on early childhood education. 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 with tailored investment strategies that incorporate in-house and third-party managers, along with integrated financial planning and brokerage services.
Anita W
Series 63, Series 66
Denver, CO
RBC Capital Markets
Anita Wingfield is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC since 2013. Outside of her advisory work, she operates Choppy's Kraft Shack LLC, a small crafts business. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through various advisory programs that utilize a blend of in-house and third-party investment resources.
Jay S
Series 63, Series 65
Denver, CO
RBC Capital Markets
Jay Santangelo is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at City National Bank, Bank of America, and Merrill. Outside of his advisory role, he is involved in several business ventures including ownership and management of commercial real estate and mixed-use properties in Colorado. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering a range of advisory programs and portfolio management services that integrate both in-house and third-party investment resources.
Lee D
Series 66
Denver, CO
RBC Capital Markets
Lee Derose is a financial advisor at RBC Capital Markets with 16 years of industry experience and holds a Series 66 designation. He has worked at RBC Capital Markets since 2010 and is also affiliated with City National Bank. 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 customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.
Daniel E
Series 66
Denver, CO
RBC Capital Markets
Daniel Ethington is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Wells Fargo, Camp Bow Wow Boulder, Academy Bank, Temple Grandin School, and Papa John's. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to client risk profiles, utilizing in-house and third-party investment managers and providing both discretionary and non-discretionary portfolio management services.
Andrea E
Series 63, Series 66
Denver, CO
RBC Capital Markets
Andrea Ervin is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with RBC Capital Markets and its affiliates since 2008, with a brief period of unemployment in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to clients’ Advisory Risk Profiles and implemented through various investment managers and strategies.
Daysi G
Series 66
Denver, CO
RBC Capital Markets
Daysi Galo Mc Innis is a financial advisor at RBC Capital Markets with 3 years of industry experience. She holds a Series 66 designation and has previously worked at Gulftech International and Zoma Holdings. 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, combining in-house and third-party investment managers to tailor strategies according to each client’s risk profile.
Wendy K
Series 63, Series 66
Denver, CO
RBC Capital Markets
Wendy Kocher is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, including time at City National Bank since 2022. Outside of her advisory role, she serves as secretary and committee member of the Tarryall Fishing Club in Colorado. 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 various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.
Lydia H
Series 66
Denver, CO
RBC Capital Markets
Lydia Harvey is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and three years of industry experience. She has worked at RBC Capital Markets since 2022 and previously spent six years with Raymond James and Raymond James & Associates. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing customized portfolio management and financial planning services.
Eric S
Series 63, Series 65
Denver, CO
RBC Capital Markets
Eric Schulze is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 63 and Series 65 licenses and with 29 years of experience in the industry. He has been affiliated with RBC Capital Markets since 2011 and City National Bank since 2018. Outside of his advisory work, he is an owner of a real estate LLC and serves as a committee member for the National Kidney Foundation's golf committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and advisory programs that utilize both in-house and third-party investment managers.
Samuel M
Series 66
Denver, CO
RBC Capital Markets
Samuel Meidl is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and 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 variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Brandon D
Series 66
Denver, CO
RBC Capital Markets
Brandon Dill is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has been with RBC since 2005, formerly known as RBC Dain Rauscher. Outside of his advisory role, Brandon is involved in community and artistic activities, including composing music for theatrical productions and serving as Choir Director at Immaculate Heart of Mary Roman Catholic Church. RBC Wealth Management 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 multiple managers and emphasizes integrated portfolio management solutions.
Zachary M
Series 66
Denver, CO
RBC Capital Markets
Zachary Marquez is a financial advisor with RBC Capital Markets in Denver, CO. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining RBC, he worked in various roles including at Dell Technologies and Chipotle, and he was involved with Rocky Mountain Spice Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, 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.
Christine A
Series 66
Denver, CO
RBC Capital Markets
Christine Armstrong is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at First Citizens Bank, Silicon Valley Bank, and several other financial firms since 2013. 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 with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party investment managers.
Darryl T
Series 63, Series 66
Denver, CO
RBC Capital Markets
Darryl Traweek is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Cure Duchenne, First Tee of Greater Austin, Colorado Uplift, and A Precious Child. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client's risk profile using both in-house and third-party investment managers.
Tyler K
Series 63, Series 66
Denver, CO
RBC Capital Markets
Tyler Krug is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial for 14 years before joining RBC Capital Markets. 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 that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Kimberley R
Series 63, Series 66
Denver, CO
RBC Capital Markets
Kimberley Rains is a financial advisor at RBC Capital Markets in Denver, CO, with 30 years of industry experience. She holds Series 63 and Series 66 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, and charitable organizations. The firm offers various advisory programs that tailor portfolio strategies to client risk profiles using a mix of in‑house and third‑party investment managers.
Cathy A
Series 63, Series 65
Denver, CO
RBC Capital Markets
Cathy Anderson Hyams is a financial advisor at RBC Capital Markets with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Outside of her advisory work, she is an active owner of a family farm. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management and tailors strategies based on each client’s Advisory Risk Profile.
Katherine R
Series 63, Series 66
Denver, CO
RBC Capital Markets
Katherine Robbie is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining RBC in 2017, she worked at UBS Financial Services from 2002 to 2017. 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 various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.
Nicholas S
CFP®, Series 66
Denver, CO
RBC Capital Markets
Nicholas Slavik is a CFP®-credentialed financial advisor at RBC Capital Markets with six years of industry experience. He previously worked at Merrill and Bank of America and attended the University of Delaware. Nicholas is based in Denver, CO. 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 a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital markets capabilities.
Rachel F
Series 66
Denver, CO
RBC Capital Markets
Rachel Fitzpatrick is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 credential and 25 years of industry experience. Her prior roles include positions at First Citizens Investor Services, SVB Wealth, Morgan Stanley Smith Barney, and Merrill. She serves as a board member for Cap For Kids, a nonprofit supporting children and families facing childhood illness. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through tailored investment strategies and offers a range of advisory programs with discretionary and non-discretionary portfolio management.
Alan R
CFP®, Series 66
Denver, CO
RBC Capital Markets
Alan Reifler is a CFP® professional with 25 years of experience, currently serving at RBC Capital Markets and City National Bank in Denver, CO. He has been with RBC Capital Markets since 2008 and City National Bank since 2019. Outside of finance, he performs stand-up comedy as an owner and active comedian. He also serves on the advisory board of the Kavod Senior Life Foundation, participating in investment reviews and fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and charitable clients with tailored investment strategies and offers a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers and offers various portfolio administration options and alternative investments.
Thaddeus B
Series 66, Series 63
Denver, CO
RBC Capital Markets
Thaddeus Beller is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at TCW Group LLC and TCW Funds Distributors LLC for seven years, and Victory Capital Advisers, Inc. for two years. RBC Wealth Management serves a wide client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management and tailors strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.
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