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Daniel C
Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
Daniel Chillemi is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years and has been with RBC Capital Markets and City National Bank since 2022. Outside of his advisory work, he serves on the board of Dayspring Center, a homeless shelter for families, and chairs the finance committee at Holy Family Episcopal Church. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers to provide tailored strategies and offers a broad range of investment solutions.
Riley M
Series 66
Indianapolis, IN
RBC Capital Markets
Riley Modesitt is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Ameriprise Financial. 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 wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.
Cindy W
Series 63
Indianapolis, IN
RBC Capital Markets
Cindy Woolf is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 63 designation and 38 years of industry experience. She joined RBC Capital Markets in 2023 after nine years with UBS Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.
Dawn M
Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
Dawn Mclaughlin is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on each client’s risk profile, utilizing both in-house and third-party investment managers.
Clayton W
Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
Clayton Walters is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at City National Bank since 2019 and was previously with City Securities Corporation from 2001 to 2016. 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 tailors investment strategies to clients' risk profiles using a combination of in-house and external managers.
Christopher P
Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
Christopher Pfeifle is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2013 and previously at City National Bank from 2019 to 2025. Outside of his advisory role, Pfeifle serves as treasurer on the booster club for boys and girls golf, assisting with fundraising efforts to support local golf teams. 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 internal and external managers, supported by an extensive capital-markets footprint.
Brendon H
Series 66
Indianapolis, IN
RBC Capital Markets
Brendon Harbron is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and City National Bank. Outside of his advisory role, Harbron is actively involved in the entertainment sector as a board member and owner of multiple escape room businesses. 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 investment strategies utilizing a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.
Daniel T
Series 66
Indianapolis, IN
RBC Capital Markets
Daniel Thompson is a financial advisor with RBC Capital Markets in Indianapolis, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets since 2014 and also works with City National Bank since 2018. Outside of his advisory role, Thompson serves on the board of the Indy Sports Foundation and acts as a sports broadcaster for Indiana University football on ESPN Radio. He is also a director of the Sigma Nu White Star Education Endowment and coaches high school football at Guerin Catholic High School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with portfolio management, financial planning, custody, and brokerage services. The firm offers customizable advisory programs and integrates both in-house and third-party investment managers, providing options for tax management, rebalancing, and responsible investing.
Douglas S
Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
Douglas Stine is a financial advisor with RBC Capital Markets based in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at RBC Capital Markets since 2015 and at City National Bank since 2019. Stine serves on the Board of Directors for Indiana Orange Baseball, a youth baseball organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.
John F
Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
John Franz is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Prior to joining RBC in 2017, he worked at City Securities Corporation for 13 years and briefly at several firms including Noyes Advisors LLC and Stifel Nicolaus & Co Inc. He serves on the Board of Directors for JoJo's Jumpstart Foundation, which provides scholarships for graduating high school students. RBC Wealth Management serves a broad client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a mix of in-house and third-party investment managers and emphasizes customizable strategies aligned with clients’ risk profiles.
Ann K
Series 66
Indianapolis, IN
RBC Capital Markets
Ann Kitchel is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 designation and bringing 16 years of industry experience. Prior to her current tenure at RBC, she worked at City National Bank from 2019 to 2023. Outside of her advisory role, she has engaged occasionally in modeling jobs, including print advertisements and runway shows around Indianapolis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering various advisory programs with tailored investment strategies and a mix of in-house and third-party portfolio management.
Kayla S
Series 66
Indianapolis, IN
RBC Capital Markets
Kayla Speth is a Series 66-licensed financial advisor at RBC Capital Markets with six years of industry experience. She has previously worked at Morgan Stanley, Edward Jones, and First Financial Bank. RBC Wealth Management serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs focused on customized portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.
Jacob G
CFP®, Series 63, Series 66
Indianapolis, IN
RBC Capital Markets
Jacob Girouard is a CFP® with 23 years of experience in the financial industry. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at LPL Financial and State Bank of Lizton. 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 various wrap fee advisory programs and tailors investment strategies to each client’s risk profile, utilizing a combination of in-house and third-party managers along with integrated capital markets and lending services.
Kirsten R
Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
Kirsten Robinson is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2007 to 2022. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients with tailored investment strategies. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services, supported by both in-house and third-party investment managers.
Megan E
Series 66
Indianapolis, IN
RBC Capital Markets
Megan Ewing is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch Pierce Fenner Smith, Inc. since 2000 and at 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 and tailors investment strategies to client risk profiles using both in-house and third-party managers.
David R
Series 66
Indianapolis, IN
RBC Capital Markets
David Roth is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 credential and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and City National Bank. 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 various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile, utilizing in-house and third-party investment managers.
Rhett H
Series 65, Series 63
Indianapolis, IN
RBC Capital Markets
Rhett Helt is a financial advisor with RBC Capital Markets in Indianapolis, Indiana. He holds Series 65 and Series 63 licenses and has five years of industry experience. His work history includes positions at Thrivent Investment Management Inc and RBC Wealth Management, as well as roles at Wabash College and Guerin Catholic High School. 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 and financial planning services, utilizing both in-house and third-party investment managers and model providers.
Matthew R
Series 66
Indianapolis, IN
RBC Capital Markets
Matthew Rittenhouse is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets since 2014 and was previously with City National Bank from 2018 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 variety of advisory programs featuring discretionary and non-discretionary portfolio management that utilize both in-house and third-party managers.
Allana C
Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
Allana Campbell is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has previously worked at UBS Financial Services, Robert Baird & Co., J.J.B. Hilliard W.L. Lyons LLC, Fidelity Brokerage Services, and Charles Schwab. 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 wrap fee advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.
Rhys H
Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
Rhys Helt is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and also serves City National Bank since 2017. Outside of finance, he owns and actively manages a Standardbred horse racing stable and serves in several community roles, including fraternity advisor and member of a county zoning appeals board. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, integrating multiple portfolio management and financial planning services.
Jordan F
CFP®, Series 66
Indianapolis, IN
RBC Capital Markets
Jordan Frye is a CFP® with eight years of industry experience, currently affiliated with RBC Capital Markets in Indianapolis, IN. His prior roles include positions at UBS Financial Services and City National Bank. He serves as a board member for JoyRide Cars LLC, a nonprofit organization where he contributes to app development and event processes. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, providing portfolio management, financial planning, and brokerage services.
Benjamin W
Series 63, Series 66
Indianapolis, IN
RBC Capital Markets
Benjamin Weddle is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at UBS Financial Services for six years before joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and various organizations through a range of advisory programs. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.
Kristen K
Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
Kristen Koers is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She 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 with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm utilizes a mix of in-house and third-party investment managers and provides customizable portfolio strategies aligned with clients’ risk profiles.
David B
ChFC®, Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
David Bartz is a financial advisor with RBC Capital Markets in Indianapolis, IN. He holds the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. His prior experience includes 13 years at UBS Financial Services Inc. Outside of advising, he co-owns and manages a rental property with his wife. RBC Wealth Management serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party managers.
Jaden Z
Series 66, Series 63
Indianapolis, IN
RBC Capital Markets
Jaden Ziegler is a financial advisor with RBC Capital Markets in Indianapolis, holding Series 66 and Series 63 licenses. He has two years of industry experience, including prior roles at Charles Schwab & Co., Inc. and ManpowerGroup. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm offers several advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles and utilizing both in-house and third-party investment managers.
George K
CFP®, Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
George Kempf is a CFP® with 33 years of industry experience, currently affiliated with RBC Capital Markets in Indianapolis, IN. He has previously worked at UBS Financial Services Inc. and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a blend of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.
Stanley C
Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
Stanley Crisci is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at RBC Capital Markets since 2013 and also at City National Bank since 2019. Outside of finance, he has passive ownership interests in several restaurants and is involved with nonprofit and community organizations, including serving on the board of a condominium association and a committee for a nonprofit charity focused on teen pregnancy support. 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 portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to each client’s risk profile with access to both in-house and third-party investment managers.
Michael V
Series 63, Series 65
Indianapolis, IN
RBC Capital Markets
Michael Van Asten is a financial advisor with RBC Capital Markets in Indianapolis, IN, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services using a combination of in-house and third-party investment managers.
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