William Georgen is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank from 2012 to 2021. 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 that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Michael Ruccio is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. 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 investment strategies and access to multiple in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

Matthew Coopersmith is a financial advisor at RBC Capital Markets with five years at the firm and a total of three years of industry experience. He holds a Series 66 designation and previously worked at City National Bank. Outside of his advisory role, he serves as a Junior Board Member for The Valerie Fund, where he is involved in community outreach and fundraising oversight. 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 with tailored portfolio management and financial planning services.

Michael Gee is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill. He is also the owner of LMJ Gee LLC, a private company associated with his estate planning. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through both in-house and third-party investment managers.

Bruce Crepea is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2008. 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 multiple advisory programs with tailored investment strategies using a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Patrick Maguire is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering advisory programs with tailored portfolio management, financial planning, and brokerage services.

Michael Simon is a CFP®-certified financial advisor with 44 years of industry experience. He is currently with RBC Capital Markets and previously worked at UBS Financial Services Inc. for 17 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

John Hughes is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Brandon Trefcer is a financial advisor at RBC Capital Markets with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise, Baker Tilly, and St. John's University. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients with tailored investment strategies and a variety of advisory programs, combining in-house and third-party managers to meet diverse client needs.

Kevin Sanders is a financial advisor with RBC Capital Markets in Florham Park, NJ. He holds a Series 66 designation and joined RBC Capital Markets in 2026. Prior to this role, he worked at Nevro Corporation and has experience in the healthcare sector, including positions at Fox Rehabilitation and Kessler Institute for Rehabilitation. 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 investment strategies that incorporate multiple portfolio management options and specialized services.

Hayley Goodlow is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Morgan Stanley, Oppenheimer & Co, and Smallwood Wealth Management. Outside of her advisory work, she is a product advocate for Melaleuca and a cookbook author for Amazon. 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 tailored investment strategies and incorporates both in-house and third-party managers to implement portfolios.

Ryan Martin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining RBC, he spent time at LPL Enterprise and has work experience that includes positions at Rutgers University, Piattino, and Indiana University Bloomington. RBC Wealth Management 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 custody services, with portfolios tailored to each client's risk profile and utilizing both in-house and third-party investment managers.

Brian Fernandez is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at RBC Capital Markets since 2013 and City National Bank since 2018. Outside of financial advising, he is the inventor of a new automotive product and is involved in bringing it to market through his ownership of Fernbruck LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers.

Norman Lehrer is a financial advisor at RBC Capital Markets with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by offering tailored advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides a range of portfolio customization options, supported by RBC’s capital-markets and affiliated asset management capabilities.

Evan Kraft is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with RBC Capital Markets since 2008. 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 featuring discretionary and non-discretionary portfolio management, tailored strategies based on each client’s Advisory Risk Profile, and access to both in-house and third-party investment managers.

John Delatush Jr. is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at City National Bank since 2016 and has been with RBC Capital Markets since 2014. Outside of his advisory role, he and his wife occasionally rent property to cover related costs. 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 tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management.

Philip Grella is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently affiliated with RBC Capital Markets and has held roles at both RBC Capital Markets LLC since 2008 and City National Bank since 2016. Outside of his advisory work, he serves as Treasurer for the Knights of Columbus Council 514 in Wharton, NJ, overseeing accounting and financial reporting duties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charities. The firm offers a range of advisory programs with customizable portfolio management solutions, leveraging both in-house and third-party investment managers.

Patrick Mauriello is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with City National Bank since 2017, alongside his ongoing role at RBC Capital Markets since 2009. He serves as an independent contractor for the Springfield Township Committee, assisting with budget adjustments to avoid property tax increases, and is involved in the liquidation of a family real estate holding company. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management and financial planning, implementing tailored strategies through a combination of in-house and third-party investment managers.

Aaron Keith is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 66 designation and 21 years of industry experience. He previously worked at Bank of America and Merrill from 2004 to 2021. Outside of advising, he owns a single-family rental property in Hoboken, NJ. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

David Depaul is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2016 and previously spent six years with UBS Financial Services Inc. 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 a range of advisory programs with tailored investment strategies utilizing both in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management resources.