Loren Cole is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has worked at City National Bank and RBC Capital Markets since 2016. Outside of his advisory role, Cole is the owner of JLJP LLC, an entity created to hold family property. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customizable investment strategies and portfolio management solutions.

John Macdonald is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Eden Lopez Robles is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at City National Bank and JPMorgan Chase Bank, N.A. She serves as Chairman of the Board of Directors for MS Hope for a Cure, a nonprofit focused on raising funds and supporting individuals affected by Multiple Sclerosis. 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 portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Kevin Toolan is a financial advisor at RBC Capital Markets in New York, NY, holding Series 63 and Series 66 licenses. He has 32 years of industry experience and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through multiple wrap fee advisory programs tailored to each client’s Advisory Risk Profile.

Griffin Wellington is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Factset Research Systems Inc, and Berkley Cyber Risk Solutions. 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 tailored portfolio management, financial planning, and brokerage services incorporating both in-house and third-party investment solutions.

Philippe Crane is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and UBS Financial Services. Outside of his advisory role, he is involved with Reverb.com, a musical equipment platform. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with tailored advisory programs that include discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a variety of investment managers and strategies to accommodate diverse client profiles and offers integrated capital markets and lending capabilities.

Jason Babb is a CFA® charterholder and holds the Series 66 designation with 18 years of experience in the financial industry. He currently works at RBC Capital Markets and City National Bank and has prior experience at J.P. Morgan Chase Bank, J.P. Morgan Securities, and First Republic, where he served in various roles from 2010 to 2023. 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 and tailors investment strategies to clients' risk profiles using both in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Edward Riberio is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2020. 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 with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Jacky Khanna is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at HSBC Securities (USA) Inc, HSBC Bank USA, N.A., and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning, utilizing both in-house and third-party investment managers.

Carrie Port is a financial advisor at RBC Capital Markets in New York, NY, with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Republic Securities Company, LLC and Investment Technology Group, Inc. 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 range of advisory programs with customized portfolio management, financial planning, and brokerage services that integrate in-house and third-party investment managers.

Lindsay Hansman is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. She is currently with RBC Capital Markets and has previously worked at J.P. Morgan Securities and First Republic Securities Company. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers.

Sean Herlihy is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he serves as president of the Manhattan Hokies, a 501(c)(3) charity supporting Virginia Tech alumni and scholarship recipients in the NYC area, and participates on the Virginia Tech Finance Advisory Board, advising on curriculum and career development. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients by providing tailored portfolio management, financial planning, custody, and brokerage services through multiple advisory programs and a combination of in-house and third-party investment managers.

Bruce Gelfand is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. 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 provides a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s Advisory Risk Profile.

Aspasia Machairas is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets LLC since 2015. Outside of her advisory role, she is the owner of MENTIRITA, LLC, a beverage company, and is involved in affiliate marketing for Monat Global. She also serves as a caretaker for her aging mother. 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 wrap fee advisory programs and portfolio management services tailored to clients’ Advisory Risk Profiles, utilizing a combination of in-house and third-party investment managers and providing options such as tax management and responsible investing.

Christopher Vollmer is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate in-house and third-party managers, along with integrated capital markets and lending capabilities.

Kristin Ashman is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. She has held positions at City National Bank, JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Securities Company. Outside of her advisory role, she is an owner of rental properties in New York and Rhode Island. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, pension, corporate, and charitable clients. The firm offers advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Catherine Hillebrand is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for eight years before joining RBC in 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Frank Lisboa Jr. is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at City National Bank, Morgan Stanley Private Bank, and Empire Wealth Strategies. Outside of his advisory work, he is a partner and sole proprietor of a technology business. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs providing portfolio management, financial planning, and brokerage services. The firm utilizes both in-house and third-party investment managers and offers tailored strategies incorporating risk profiles, tax management, and responsible investing options.

Timothy Kinsley is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2012 and City National Bank since 2016. Outside of his advisory work, he is an owner-active administrator of a rental property. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored strategies implemented through a combination of in-house and third-party investment managers.

Joseph Borris is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Before joining RBC Capital Markets in 2026, he attended the University of Wisconsin-Madison and worked at Crossroads School for Arts and Sciences. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolios managed through a combination of in-house and third-party managers, providing both discretionary and non-discretionary services.