David Rhode is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2009. 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 multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Cynthia Hansen is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services. Outside of her advisory role, she advises her daughters on their baby bag business, LENA by Cassandra, LLC, and participates on a committee at the Colorado Golf Club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored strategies based on client risk profiles and integrates both in-house and third-party managers.

Shauna Crawford is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding a Series 66 designation and 15 years of industry experience. She has been with RBC Capital Markets since 2015. 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 tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Derek Boldrin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 15 years of industry experience. He previously worked at TIAA and TIAA-CREF from 2012 to 2025 before joining RBC Capital Markets in 2025. 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 strategies implemented through a mix of in-house and third-party investment managers and provides both discretionary and non-discretionary portfolio management and financial planning services.

Mark Boshoven is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and Series 65 designations and 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2019 to 2025. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with both discretionary and non-discretionary portfolio management tailored to clients’ risk profiles.

Jordan Ringstad is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining RBC in 2020, he worked at Foreside Fund Services, LLC and Knowledge Leaders Capital, LLC from 2014 to 2020. He serves as Treasurer on the board of Children's International Summer Villages, Rocky Mountain Denver Chapter, a volunteer-run charitable foundation. 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 strategies based on client risk profiles and utilizes both in-house and third-party investment managers, with a capital-markets presence and affiliated asset management capabilities.

James Metcalf Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and was previously associated with LT Securities Inc. since 1987. He holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Zachary Carrick is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Charles Schwab & Co. Inc., Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and First 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 various advisory programs with customizable portfolio management and financial planning solutions, utilizing both in-house and third-party investment managers.

Alexander Aubrey is a CFP® professional with 14 years of experience in the financial industry. He is currently with RBC Capital Markets and has prior experience at City National Bank, Bank of America, and Merrill. He serves as a committee member for the Denver Active 20-30 Children's Foundation, a nonprofit organization focused on fundraising and organizing events to support at-risk youth. 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 several advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, as well as various portfolio management options.

David Evans is a financial advisor at RBC Capital Markets with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2012 and previously at City National Bank from 2020. Evans has acted as trustee for the Mary Snowden Trusts, a family trust related to his late wife’s aunt. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through a variety of advisory programs, offering portfolio management, financial planning, custody, and brokerage services.

Joseph Jachimiak is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Oppenheimer & Co., New York Life, and as a principal at Jachimiak Peterson, LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s broad capital-markets capabilities.

Jacqueline Johnson is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and 65 licenses and bringing 37 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she is involved with Joys Kitchen, a 501(c)(3) organization focused on addressing food insecurity and food waste. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering customized investment strategies through various advisory programs that combine in-house and third-party managers, with integrated services spanning portfolio management, financial planning, and custody.

V Stacy Summers is a financial advisor with RBC Capital Markets, holding a Series 66 designation and over 26 years of industry experience. Summers has worked at RBC Capital Markets since 2001 and has also been associated with City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, corporate, and nonprofit clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and integrates a variety of in-house and third-party investment managers and solutions.

Robert Lawton is a financial advisor at RBC Capital Markets with a Series 66 credential and experience that includes roles at Baird and Thomson Reuters. He joined RBC Capital Markets in 2026 after working at Trustee Services Group and has industry experience starting in 2014. 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 focused on tailored investment strategies through a combination of in-house and third-party managers, alongside services such as financial planning, custody, and brokerage.

Autumn Farrington is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of her advisory role, she works as an independent consultant for an essential oils company. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and nonprofit organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.

Theresa Yates is a financial advisor at RBC Capital Markets with 18 years of industry experience. She joined RBC in 2019 after a 10-year tenure at Merrill. She holds the Series 66 designation. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Cameron Coburn is a financial advisor at RBC Capital Markets with two years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at City National Bank, Transamerica Capital LLC, and Janus Henderson. 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 and integrates both in-house and third-party investment managers to tailor portfolios based on each client’s risk profile.

Matthew Matherly is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding a Series 66 designation and 18 years of industry experience. His career includes roles at City National Bank, Bank of America, and Merrill. 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 provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment resources tailored to clients’ risk profiles.

Ron Zimmermann is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 25 years of industry experience and has worked at RBC Capital Markets since 2015 and City National Bank since 2018. He serves as a director involved in fundraising for the University of Wyoming Athletics. 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 tailored investment strategies and portfolio management services supported by in-house and third-party managers.

Rachel Jimenez is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2021, she held roles at National Jewish Health, My Fit Foods, and the University of Colorado Anschutz Medical Campus. Outside of her advisory work, she is employed as a driver for a food delivery service. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Gary Peterson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 24 years of industry experience. He has worked at RBC Capital Markets since 2015 and also has experience at City National Bank from 2018 to the present. 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 tailored investment strategies implemented through a combination of in-house and third-party managers.

Angelica Nelson is a financial advisor at RBC Capital Markets with 25 years of industry experience and holds a Series 66 designation. Her work history includes roles at City National Bank, RBC Capital Markets, TD Ameritrade Investment Management, and Scottrade. She participates on the Development Committee of the Food Bank of the Rockies, helping to engage donors and support fundraising efforts. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

David Sogge is a financial advisor with RBC Capital Markets based in Greenwood Village, CO, holding Series 63 and Series 66 registrations and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Outside of his advisory role, Sogge serves on the finance committee of the American Quarter Horse Association and is a board member of the Western Stock Show Association. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering a range of advisory programs with personalized portfolio management and financial planning services. The firm integrates in-house and third-party investment managers and emphasizes structured, customizable investment strategies.

Thomas Gripenstraw is a financial advisor at RBC Capital Markets with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Charles Schwab and extended periods focused on full-time education and work with US Mix and Waterway Carwash. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm implements tailored investment strategies through a combination of in-house and third-party managers, supported by a broad capital markets platform.

Caroline Hansen is a CFP® professional with 44 years of experience, currently serving as a financial advisor at RBC Capital Markets since 2014. She holds Series 63 and Series 65 licenses and is based in Greenwood Village, CO. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Robert Fillingham is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2018. 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 variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, leveraging both in-house and third-party investment resources.

James Jansson is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63, 65, and 66 credentials and has 53 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and was previously with City National Bank from 2021 to 2023. Outside of his advisory role, he serves on the board of The Foundation for Calabrian Archaeology and holds trustee and board positions with the Archaeological Institute of America. RBC Wealth Management, a division of RBC Capital Markets, serves a wide variety of clients including individual investors, institutions, and charitable organizations, offering multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Andrew Boshoven is a financial advisor with RBC Capital Markets in Greenwood Village, Colorado. He holds a Series 66 designation and has 14 years of industry experience, all with RBC Capital Markets since 2012. Outside of his advisory role, he is the owner of a rental property business. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital-markets and lending capabilities.

Daniel Kefer is a financial advisor at RBC Capital Markets with two years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Stratengy. Outside of his advisory role, he occasionally assists with event setup for Team Player Productions, a company that hosts community events such as wine classics and festivals. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment advisory programs with both discretionary and non-discretionary portfolio management, utilizing a combination of in-house and third-party managers.

Brenda Kochevar is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 30 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 that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles.

Cindy Mcadam is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2013. Outside of her advisory role, she is an owner of a private company in 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 variety of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.

Thomas Coxhead is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and offers features such as tax management, responsible-investing screens, and integrated lending solutions.

Christopher Coburn is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert W. Baird, RBC Capital Markets LLC, and City National Bank. He serves as a board member for the non-profit Fellowship of Christian Athletes. 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 with tailored portfolio management strategies, combining in-house and third-party resources to meet varied investment needs.

William Hamel is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Oppenheimer for 11 years before joining RBC Capital Markets in 2022. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs that encompass discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Nepeta Godec is a financial advisor with RBC Capital Markets and has 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2012 and City National Bank since 2020. Godec is the co-founder of the 5280 Professional Alliance, a networking organization for professionals in Greenwood Village, Colorado. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with a range of advisory programs. The firm offers tailored investment strategies using in-house and third-party managers, discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Rachael Hasler is a Series 66-credentialed financial advisor with 24 years of industry experience. She has worked at RBC Capital Markets since 2022 and previously held roles at UBS Financial Services Inc. She is also a weekend driver for Uber and operates a small business creating custom sewing and crafted products. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm provides personalized portfolio management and financial planning services through various advisory programs, leveraging both in-house and third-party investment managers.

Elyse Martinez is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She previously worked at UBS Financial Services and spent nine years at Accenture before entering the financial sector. 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 portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.