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 at RBC Capital Markets with 30 years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior work includes 25 years at Painewebber and a long tenure at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles.

Damon Couch is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His career includes positions at Merrill, U.S. Bancorp Investments, and Banc of America Investment Services. 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 with tailored investment strategies and integrates both in-house and third-party managers to meet clients’ needs.

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 and holds Series 65 and Series 63 licenses, with 21 years of industry experience. He has worked at RBC Capital Markets since 2026 and previously held positions at Bank of America and Columbia Management Advisors. 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 a variety of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to 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 with RBC Capital Markets in La Jolla, CA, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at UBS Financial Services, Robert Baird & Co., Morgan Stanley, and Citigroup Global Markets. 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 featuring discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and utilizing a blend of in-house and third-party investment managers.

Dirk Harris is a CFP®-designated financial advisor with 18 years of industry experience. He is currently with RBC Capital Markets and City National Bank, having previously worked at Bank of America, Merrill, AlphaCore Capital, and Stanford Group Company. He holds Series 66 and Series 63 licenses. 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 multiple advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by a broad range of financial planning and custody services.

Thomas Garretson is a financial advisor with RBC Capital Markets in La Jolla, CA, holding a Series 66 designation and 13 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and utilizes both in-house and third-party managers to implement portfolios.

Patricia Bothmer is a financial advisor at RBC Capital Markets in La Jolla, CA, with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and City National Bank. 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 portfolio management and planning services, utilizing both in-house and third-party investment managers.

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 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable strategies implemented through a combination of in-house and third-party investment managers.

Steven Lewis is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at several major firms, including Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Based in La Jolla, CA, he has been with RBC Capital Markets since 2019. RBC Wealth Management serves a broad client base ranging from individual investors to institutional clients, offering tailored investment advisory programs. The firm combines proprietary and third-party portfolio management with various services, including financial planning and custody, supported by a range of alternative investment options and integrated capital-markets capabilities.

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.