Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Caden K
Series 66
Fort Collins, CO
RBC Capital Markets
Caden Koole is a financial advisor with RBC Capital Markets in Fort Collins, CO. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining RBC Capital Markets, he held roles at Dordt University and worked at Raindance National Golf Course. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering portfolio management, financial planning, custody, and brokerage services. The firm leverages in-house and third-party managers and provides a variety of advisory programs to meet diverse client needs.
Denise P
Series 63, Series 66
Fort Collins, CO
RBC Capital Markets
Denise Peloza is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has previously worked at Truist Advisory Services and BB&T Securities. 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 customized portfolio management and financial planning services through a variety of advisory programs, utilizing both in-house and third-party investment managers.
Donald B
Series 63, Series 65
Fort Collins, CO
RBC Capital Markets
Donald Baker is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services. 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 customizable portfolio management and integrates in-house and third-party investment managers to tailor strategies according to each client’s Advisory Risk Profile.
Austin S
Series 66
Fort Collins, CO
RBC Capital Markets
Austin Schuler is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS from 2016 to 2020 and was employed at Colorado State University from 2014 to 2017. 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 that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.
Brandon G
Series 66
Fort Collins, CO
RBC Capital Markets
Brandon Gorsky is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes portfolios based on clients' Advisory Risk Profiles using a combination of in-house and third-party managers.
Karla B
Series 66
Fort Collins, CO
RBC Capital Markets
Karla Boor is a financial advisor with RBC Capital Markets in Fort Collins, Colorado, holding a Series 66 designation and four years of industry experience. She has worked at RBC Capital Markets since 2019 and previously held roles in healthcare at UCHealth Heart and Cardiovascular Center and Lemay Avenue Health and Rehab. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, 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, alongside a capital-markets presence that includes alternative investments and integrated lending services.
Jeremy P
Series 66
Fort Collins, CO
RBC Capital Markets
Jeremy Plisko is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and 12 years of industry experience. He has been with RBC Capital Markets since 2013. 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 with customizable portfolio management options, leveraging both in-house and third-party investment managers and incorporating features such as tax management and responsible investing screens.
Nicole R
Series 66
Fort Collins, CO
RBC Capital Markets
Nicole Rowe is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2013 to 2020. Outside of her advisory role, she serves as treasurer for the Fort Collins Children's Theatre, managing its financial reporting and tax filings. 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 with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.
Andrew M
Series 63, Series 66
Fort Collins, CO
RBC Capital Markets
Andrew Moore is a financial advisor at RBC Capital Markets with 29 years of industry experience. He has been with RBC Capital Markets since 2008 and holds Series 63 and Series 66 licenses. 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 custody services, utilizing both in-house and third-party managers.
Cynthia M
Series 66
Fort Collins, CO
RBC Capital Markets
Cynthia Motiff is a financial advisor at RBC Capital Markets with 15 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services for 11 years before joining RBC in 2020. Outside of advising, she is an owner and landlord of an investment property in Fort Collins, Colorado. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs and portfolio management services through a mix of in-house and third-party investment managers.
Zachary F
Series 66
Fort Collins, CO
RBC Capital Markets
Zachary Freeman is a financial advisor at RBC Capital Markets with a Series 66 designation. He began his career with RBC in 2025, following prior roles in automotive supply and education from 2015 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various 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 services.
Karis S
Series 66
Fort Collins, CO
RBC Capital Markets
Karis Schneider is a financial advisor with RBC Capital Markets in Fort Collins, CO, holding a Series 66 designation and two years of industry experience. Prior to joining RBC in 2026, Karis worked at LPL Financial, Target, PNC Bank, and Bank of Colorado. RBC Wealth Management 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 client risk profiles using both in-house and third-party investment managers.
Jason B
Series 63, Series 66
Fort Collins, CO
RBC Capital Markets
Jason Burkett is a financial advisor at RBC Capital Markets with Series 63 and Series 66 credentials and over 21 years of industry experience. His prior roles include positions at UBS Financial Services and City National Bank. He serves on the advisory board of the Poudre School District Foundation, the board of directors for CHAMP (Character in Athletics Make it A Priority), and is involved with the Colorado State University Foundation’s investment committee. Additionally, he owns a residential property management business and operates a family sports card business. 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 tailored investment advisory programs using a combination of in-house and third-party managers, with features that include discretionary portfolio management, financial planning, and integrated capital-markets services.
Cash F
Series 66
Fort Collins, CO
RBC Capital Markets
Cash Freeman is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones, RBC Capital Markets, and City National Bank. He is based in Fort Collins, CO. RBC Wealth Management, a division of RBC Capital Markets, serves 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 each client's Advisory Risk Profile.
Scott B
Series 63, Series 65
Fort Collins, CO
RBC Capital Markets
Scott Baker is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services. Outside of his advisory role, he serves on the board of directors for High Plains Scuba and is president of Raging Flounder, a scuba diving instruction business. He also holds an elected position on the East Larimer County Water District board, where he helps set policy for the local water district. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and implements customized investment strategies using both in-house and third-party managers, with options for tax management and responsible investing.
Kyle D
Series 66
Fort Collins, CO
RBC Capital Markets
Kyle Danford is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services. Danford serves on the committee of NOCO Unify 20/30, a nonprofit organization supporting children's charities in Northern Colorado. 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 each client’s risk profile.
Alixandra B
CFP®, Series 66, Series 63
Fort Collins, CO
RBC Capital Markets
Alixandra Beaman is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining RBC in 2018, she worked at Neighbor to Neighbor, Bank of America, and Merrill. Outside of her advisory role, she contributes as an educator for Neighbor to Neighbor’s Homebuyer Education class and provides bookkeeping services for a promotional apparel business. RBC Wealth Management serves a wide range of clients, offering tailored investment strategies through discretionary and non-discretionary portfolio management, financial planning, and brokerage services, supported by a combination of in-house and third-party investment managers.
Lance C
Series 63, Series 66
Fort Collins, CO
RBC Capital Markets
Lance Crossett is a financial advisor with RBC Capital Markets in Fort Collins, Colorado, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2020 before joining RBC in 2020. 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 implemented through a combination of in-house and third-party managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters