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Thomas N
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Thomas Novotny is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2010. Outside of his advisory work, he is a partner in businesses related to stadium seat rentals and arena reserved seating in Lincoln, Nebraska. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers to implement customized portfolio strategies.
Douglas K
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Douglas Kuszak is a financial advisor with RBC Capital Markets in Lincoln, NE, holding Series 63 and Series 65 designations and 32 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory work, he acts as a guardian for his son. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides both discretionary and non-discretionary portfolio management along with financial planning and brokerage services.
Julie C
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Julie Clark is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has held positions at RBC Capital Markets since 2019 and previously worked at Morgan Stanley from 2013 to 2019. She holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients. The firm offers a range of advisory programs with portfolio management, financial planning, and brokerage services, implementing tailored strategies through both in-house and third-party managers.
David S
Series 66
Lincoln, NE
RBC Capital Markets
David Spinar is a financial advisor at RBC Capital Markets with 30 years of industry experience and holds the Series 66 designation. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2017. Outside of his advisory role, he serves on several boards including the Nebraska State Bar Association Investment Committee, the Open Sky Policy Institute as president-elect of the board, and the Lincoln Electric System Administrative Board, among other nonprofit and community organizations. 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, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.
Stephen B
Series 66
Lincoln, NE
RBC Capital Markets
Stephen Burt is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and City National Bank. Burt is a member of the Board of Directors for Cedars Home for Children, an organization focused on caring for wayward children. 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 discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Steven F
Series 66
Lincoln, NE
RBC Capital Markets
Steven Fielder is a financial advisor with RBC Capital Markets, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2021, he spent 20 years at Union Bank & Trust Co. 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 a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.
Ashley S
Series 66
Lincoln, NE
RBC Capital Markets
Ashley Schueth is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing strategies tailored to each client’s risk profile.
Gregory E
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Gregory Ernst is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services Inc. for 13 years before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages both in-house and third-party managers, with access to alternative investments and integrated capital markets capabilities.
Bradley S
Series 66
Lincoln, NE
RBC Capital Markets
Bradley Schindler is a financial advisor with RBC Capital Markets in Lincoln, NE, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at UBS Financial Services and City National Bank. Outside of his advisory work, he is the owner of Valdelay Real Estate, LLC, a real estate investing business. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions and offers a variety of advisory programs that combine in-house and third-party investment management, tailored to clients’ risk profiles and investment preferences.
Jamie F
Series 66
Lincoln, NE
RBC Capital Markets
Jamie Friendt is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2016. Outside of his advisory role, he is the owner and bookkeeper of Gabe's Plumbing LLC, a plumbing company based in Lincoln, NE. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Adam L
Series 66
Lincoln, NE
RBC Capital Markets
Adam Letheby is a financial advisor with RBC Capital Markets in Lincoln, Nebraska, holding a Series 66 license and 17 years of industry experience. He has been with RBC Capital Markets since 2005. Outside of his advisory role, he serves on the boards of Lincoln Children’s Zoo and Friendship Home of Lincoln, Inc. 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 strategies and access to in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and financial planning services.
Amy F
Series 63, Series 66
Lincoln, NE
RBC Capital Markets
Amy Fitzpatrick is a financial advisor with RBC Capital Markets in Lincoln, NE, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with RBC Capital Markets LLC since 2008. Outside of her advisory role, she co-leads the Palmyra Youth Group, a Christian-based community organization. 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 portfolio management and financial planning services, leveraging both in-house and third-party investment managers.
Trudy S
Series 66
Lincoln, NE
RBC Capital Markets
Trudy Soper is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds the Series 66 designation 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, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to clients’ Advisory Risk Profiles using a combination of in-house and third-party managers.
Gregory Y
Series 66
Lincoln, NE
RBC Capital Markets
Gregory Yank is a financial advisor with RBC Capital Markets based in Lincoln, NE, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as power of attorney for his parents in investment-related matters. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through multiple wrap fee advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, integrating both in-house and third-party investment managers.
Amy M
Series 63, Series 66
Lincoln, NE
RBC Capital Markets
Amy Mcguire is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc for 12 years before joining RBC in 2021. 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 utilizes both in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.
Kelli K
Series 66
Lincoln, NE
RBC Capital Markets
Kelli Kruse is a financial advisor with RBC Capital Markets in Lincoln, NE, holding a Series 66 designation and possessing 23 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining RBC in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, 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 each client’s risk profile and utilizing both in-house and third-party investment resources.
Jerold D
Series 66
Lincoln, NE
RBC Capital Markets
Jerold Doell Jr. is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 variety of advisory programs and portfolio management services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.
Cody S
Series 66
Lincoln, NE
RBC Capital Markets
Cody Schweitzer is a financial advisor at RBC Capital Markets with a Series 66 credential. He has one year of experience at RBC Capital Markets and previously worked at Wells Fargo for three years. Prior to his financial services career, he was employed at Paper Tiger Shredding and Hyvee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.
Rick G
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Rick Gabelman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is currently based in Lincoln, Nebraska. 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 tailored investment strategies implemented through a combination of in-house and third-party managers.
Christopher K
Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Christopher Kenny is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and eight years of industry experience. His work history includes roles at HyVee, Primerica Advisors, The Home Depot, and Lincoln Public Schools. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs. The firm combines in-house and third-party managers to implement portfolios that address clients’ risk profiles and offer features such as tax management and responsible investing.
Todd S
Series 63, Series 65, Series 66
Lincoln, NE
RBC Capital Markets
Todd Stark is a financial advisor at RBC Capital Markets with 22 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at UBS Financial Services Inc for 11 years. Outside of his advisory role, he serves as treasurer and board member for several entities, including two dental offices and farming and commercial real estate partnerships. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party managers.
Marnie S
Series 63, Series 66
Lincoln, NE
RBC Capital Markets
Marnie Stark is a financial advisor with RBC Capital Markets in Lincoln, NE, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining RBC Capital Markets in 2021. Outside of her advisory role, she is an owner of LuckySlims, LLC, an entity formed to manage a jointly owned vacation home. 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 wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles and implemented through a combination of in-house and third-party managers.
Joseph B
Series 66
Lincoln, NE
RBC Capital Markets
Joseph Burt is a financial advisor at RBC Capital Markets with one year of industry experience and holds a Series 66 designation. His prior experience includes roles at City National Bank, Forvis Mazars, and UBS Wealth Management. Burt serves as Treasurer on the board of the Cornhusker Chapter of Pheasants Forever, Inc., a nonprofit organization focused on conservation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored advisory programs that combine discretionary portfolio management, financial planning, and brokerage services.
Jeffrey B
CFP®, Series 63, Series 65
Lincoln, NE
RBC Capital Markets
Jeffrey Butterfield is a CFP® professional with 24 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. He has served at RBC Capital Markets since 2010 and has been with City National Bank since 2019. Outside of his advisory role, he is involved in several community organizations, including serving on the board of a rural water district, participating in a local scholarship trust, and holding the secretary position for a homeowner’s association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base ranging from individual investors to institutional clients. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers alongside various administrative and investment options.
Brian A
Series 66
Lincoln, NE
RBC Capital Markets
Brian Adams is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with RBC Capital Markets in Lincoln, NE, and has previously worked at UBS Financial Services and City National Bank. Adams served on the Board of Directors for the Nebraska Fellowship of Christian Athletes, participating in organizing ministry programs and events. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with tailored investment strategies and multiple advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.
Irada I
Series 66
Lincoln, NE
RBC Capital Markets
Irada Ibrahimova is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing nine years of industry experience. She has been with RBC Wealth Management since 2011. Outside of her advisory role, she works as an independent contractor providing personal care and interpretation services through AGING Partners. 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 and tailors investment strategies using both in-house and third-party managers, with options for tax management and responsible investing.
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