Joshua Gimpelson is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Kimberly Shappee is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has worked previously at UBS and City National Bank. Outside of her advisory role, she organizes The Athena Conference, an annual women's leadership event. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, with features such as tax-management and responsible-investing options.

Marla Cassidy is a financial advisor with RBC Capital Markets in Missoula, MT, holding a Series 66 designation and 10 years of industry experience. She previously worked at D.A. Davidson & Co. for 11 years before joining RBC Capital Markets in 2026. 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 advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on each client’s Advisory Risk Profile and utilizing both in-house and third-party investment managers.