Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Maryanne W

Series 63, Series 65

New York, NY

RBC Capital Markets

Maryanne Waldman is a financial advisor at RBC Capital Markets with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at City National Bank, Morgan Stanley Private Bank, and Morgan Stanley. Waldman serves on the board of directors for the Global Interdependence Center, a nonprofit organization. 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 variety of advisory programs with tailored strategies and a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Paula S

Series 63, Series 65

New York, NY

RBC Capital Markets

Paula Steinberg is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior roles include positions at J.P. Morgan Securities Inc. and JPMorgan Chase Bank. Outside of finance, she is an executive producer of a live show titled "She Believed She Could" in Nashville. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and custody services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Marianne C

Series 66

New York, NY

RBC Capital Markets

Marianne Calabrese is a financial advisor at RBC Capital Markets with a Series 66 designation and no prior industry experience. Her background includes legal roles at firms such as Duane Morris LLP and Frankfurt Kurnit Klein & Selz P.C., as well as positions at BNY Mellon N.A. and other law firms. 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 a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both internal and third-party investment managers tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Rosemaria O

Series 63

New York, NY

RBC Capital Markets

Rosemaria Oberlin is a financial advisor with RBC Capital Markets in New York, NY. She holds a Series 63 designation and has 43 years of industry experience. She has been with RBC Capital Markets since 2008. 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 and tailors investment strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Samuel J

Series 66

New York, NY

RBC Capital Markets

Samuel Johnson is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A., and Merrill. 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 wrap fee advisory programs providing portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Valerie K

Series 63, Series 66

New York, NY

RBC Capital Markets

Valerie Kilgore is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Coastal Equities, Inc., and she has volunteered with the US Peace Corps for two years. Outside of finance, she has been involved with Vipkid, an online education platform, since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering customized advisory programs that combine in-house and third-party investment management with various portfolio management options.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Glenn D

CFA®, Series 66

New York, NY

RBC Capital Markets

Glenn Degenaars is a CFA® charterholder with 18 years of industry experience. He is currently with RBC Capital Markets and has previously held roles at City National Bank, JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charities. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

David M

Series 63, Series 66

New York, NY

RBC Capital Markets

David Mcilroy is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been affiliated with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, integrating capital markets capabilities and a variety of portfolio management services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

John I

Series 66

New York, NY

RBC Capital Markets

John Irwin is a financial advisor at RBC Capital Markets with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Fidelity Investments and various short-term positions across educational and club organizations. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and portfolio management services to individual and institutional clients, tailoring strategies based on each client’s Advisory Risk Profile and utilizing a mix of in-house and third-party investment resources.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Savannah C

Series 66

New York, NY

RBC Capital Markets

Savannah Cece is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. She previously worked at RBC Wealth Management and has an educational background spanning several years. 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 multiple advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Antonio S

CFP®, Series 66

New York, NY

RBC Capital Markets

Antonio Salcfas is a CFP® with four years of industry experience, currently serving as a financial advisor at RBC Capital Markets. His prior experience includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and First Republic Investment Management. He has worked across a variety of financial services and also has experience in the hospitality and fitness industries. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing 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, providing both discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Enrique J

Series 63, Series 65

New York, NY

RBC Capital Markets

Enrique Jaen is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 65 licenses and bringing 24 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 including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and asset management resources.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Connor S

Series 66

New York, NY

RBC Capital Markets

Connor Secora is a financial advisor at RBC Capital Markets with four years of industry experience. He previously worked at First Republic Securities Company, LLC, and First Republic Investment Management, Inc. for a combined four years. 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 tailored strategies implemented through a mix of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

William S

Series 63, Series 65

New York, NY

RBC Capital Markets

William Stranges is a financial advisor with RBC Capital Markets in New York, NY, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior work includes roles at Ameriprise Financial Services and City National Bank. 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 tailored investment strategies through various advisory programs, combining in-house and third-party managers with options for tax management, responsible investing, and alternative investments.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Paul L

Series 63

New York, NY

RBC Capital Markets

Paul Lavarta is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds the Series 63 designation and previously worked for Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for ten years. 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 various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Jessica M

Series 66

New York, NY

RBC Capital Markets

Jessica Maisner is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Her prior work includes roles at City National Bank and Deloitte Tax LLP. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad 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, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Michael L

Series 66

New York, NY

RBC Capital Markets

Michael Lapenna is a financial advisor at RBC Capital Markets with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, KeyBank, and Bank of America. He also serves as a specialist and military police officer in the United States Army National Guard. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to individual investors, institutions, pension plans, corporations, and charitable organizations through a variety of advisory programs. The firm offers tailored portfolio management and financial planning solutions, utilizing a blend of in-house and third-party investment managers and incorporating features such as tax management and responsible-investing screens.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Bernard F

Series 63, Series 65

New York, NY

RBC Capital Markets

Bernard Fisch is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2014, prior to which he spent five years at City National Bank. 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 advisory programs with tailored investment strategies and integrates both in‑house and third‑party managers to meet client needs.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")