Teresa Folkins is a financial advisor with RBC Capital Markets in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Cuso Financial Services for eight years before joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Colleen Kirkpatrick is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds a Series 63 designation and previously worked at UBS Financial Services Inc for 16 years before joining RBC in 2025. 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 advisory programs that provide portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers to tailor strategies to clients’ specific risk profiles.

Diana Stieffel is a CFP® professional with 38 years of industry experience, currently serving at RBC Capital Markets since 2025. She previously worked at UBS Financial Services Inc. from 2009 to 2025. Outside of her advisory role, she is involved with several Catholic charitable organizations, including serving as Synod Implementation Coordinator at St. Dominic Catholic Church and holding leadership roles in the Catholic Community Foundation and the St. Dominic Haiti Partnership. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by extensive capital-markets and affiliated asset management resources.

Mark Heller is a CFP®-certified financial advisor with 39 years of industry experience, currently with RBC Capital Markets since 2025. He previously worked at UBS Financial Services Inc. for 17 years. Heller serves on the board and executive committee of the Jewish Federation of Greater New Orleans as Treasurer and is involved with several charitable foundations, including the New Orleans Rotary Foundation and the Jewish Endowment Foundation of Louisiana. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers customized investment strategies through various advisory programs, combining in-house and third-party managers to provide portfolio management, financial planning, and brokerage services.

Andrew Noto is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Planning Associates Wealth Management, Iberia Bank, Infinex Investments, and Ameriprise Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations by offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm tailors strategies based on each client’s Advisory Risk Profile and utilizes a combination of in-house and third-party investment managers.