Lisa Behun is a financial advisor with RBC Capital Markets in La Jolla, CA, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill for 17 years and Bank of America, N.A. for 19 years. RBC Wealth Management serves a broad client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides comprehensive portfolio management, financial planning, custody, and brokerage services.

Janet Leahy is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Painewebber for 25 years and at UBS Financial Services for 34 years. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to client risk profiles through a combination of in-house and third-party investment managers.

Damon Couch is a financial advisor with RBC Capital Markets in La Jolla, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Merrill and U.S. Bancorp Investments, INC. over spans of eight and six years, respectively, before joining RBC and City National Bank. RBC Wealth Management serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles and investment preferences.

Leila Castaneda is a financial advisor at RBC Capital Markets with eight years of industry experience. She previously worked at UBS for eight years and Rincon Technology, Inc for seven years. Outside of her advisory role, she is the founder and CEO of Screen Free Kids, a private company focused on educating parents about the effects of screen time on children through community events and speaking engagements. 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 with portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Kevin Wilson is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2026. His prior roles include positions at Bank of America from 2021 to 2026 and Columbia Management Advisors, LLC from 2005 to 2021. 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 that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Mary Moses is a financial advisor with RBC Capital Markets in La Jolla, CA, holding a Series 66 designation and 17 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Mary serves as Treasurer of the Village Bloom Foundation, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and charitable clients through various advisory programs. The firm offers tailored portfolio management solutions using both in-house and third-party managers and incorporates features such as tax management, responsible investing, and alternative investments.

James Carideo III is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS Financial Services for 14 years prior to joining RBC Capital Markets and City National Bank in 2025. 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 with tailored investment strategies and access to both in-house and third-party managers, leveraging RBC’s capital-markets capabilities and integrated financial services.

Dirk Harris is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the CFP® designation and Series 66 and 63 licenses. Prior to joining RBC in 2026, he worked at Bank of America, Merrill, and D&B Management from 2018 to 2026, and at AlphaCore Capital, LLC from 2015 to 2018. RBC Wealth Management serves a diverse client base, including individual investors and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies combining in-house and third-party managers, with options that include tax management and responsible investing.

Thomas Garretson is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 credential and 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, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles.

Patricia Bothmer is a financial advisor with RBC Capital Markets based in La Jolla, CA. She holds Series 63 and Series 65 registrations and has 33 years of industry experience. Her career includes roles at RBC Capital Markets since 2011 and City National Bank since 2017. 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 advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to a broad range of investment managers and products.

Annamarie Van Til is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2014. 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 a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile and utilizing a combination of in-house and third-party investment resources.

Anne Fiato is a financial advisor at RBC Capital Markets with 36 years of industry experience. She has held her current position since 2008. Fiato holds Series 63 and Series 65 designations and is based in La Jolla, California. 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.

Steven Lewis is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes positions at Wells Fargo Clearing and Wells Fargo Advisors before joining RBC in 2019. He is based in La Jolla, CA. 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 portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Erick Zuniga is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Edward Jones. 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 variety of advisory programs with tailored investment strategies implemented through in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Andrew Grant is a financial advisor with RBC Capital Markets in La Jolla, CA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the Board of Directors for the San Diego Botanic Garden. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.