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Melissa B

Series 66

San Antonio, TX

RBC Capital Markets

Melissa Burek is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and RBC Wealth Management. 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 with tailored portfolio strategies, combining in-house and third-party investment managers, alongside notable capital-markets and affiliated asset management capabilities.

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)
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Everett C

Series 63, Series 65

San Antonio, TX

RBC Capital Markets

Everett Collins is a financial advisor with RBC Capital Markets in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining RBC in 2026, he spent 26 years at Raymond James & Associates. Outside of his advisory role, he serves on the advisory board for St. Luke's Episcopal School, overseeing adherence to investment guidelines for the school's endowment fund. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside services such as financial planning, custody, and brokerage.

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)
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Rosanna B

Series 63, Series 65, Series 66

San Antonio, TX

RBC Capital Markets

Rosanna Bragdon is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Morgan Stanley, the Department of Defense, and Cambridge Investment Research Advisors, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, 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)
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John F

Series 66

San Antonio, TX

RBC Capital Markets

John Friesen Jr. is a financial advisor with RBC Capital Markets in San Antonio, TX, holding a Series 66 license and 15 years of industry experience. He previously worked at Morgan Stanley for five years before joining RBC Capital Markets in 2016. He serves on the board of directors for St Davids Episcopal School, where he is involved with finance and budgeting. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers and model providers.

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)
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Victor O

Series 63, Series 66

San Antonio, TX

RBC Capital Markets

Victor Oelsen is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets Corporation 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 various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies 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)
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Carol M

Series 63, Series 65

San Antonio, TX

RBC Capital Markets

Carol Mani Johnston is a financial advisor with RBC Capital Markets based in San Antonio, TX. She holds Series 63 and Series 65 designations and has 42 years of industry experience. Her prior work includes a 12-year tenure at UBS Financial Services before joining RBC Capital Markets and City National Bank in recent years. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients’ risk profiles, 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)
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Brian C

Series 66

San Antonio, TX

RBC Capital Markets

Brian Callahan is a financial advisor with RBC Capital Markets in San Antonio, TX, holding a Series 66 designation and 22 years of industry experience. He has worked with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the boards of Landa Gardens, a local charity dedicated to garden development, and Planned Parenthood of San Antonio, where he provides financial recommendations related to endowment and general funds. RBC Wealth Management serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers and a range of portfolio management and financial planning 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)
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Steven O

Series 63, Series 65

San Antonio, TX

RBC Capital Markets

Steven Ogle is a financial advisor with RBC Capital Markets in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of The Nature Conservancy of Texas - San Antonio Development Board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs tailored to client risk profiles and provides a range of portfolio management, financial planning, and brokerage services utilizing both 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)
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Kelly K

Series 63, Series 65

San Antonio, TX

RBC Capital Markets

Kelly Kerr is a financial advisor with RBC Capital Markets in San Antonio, TX, holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has been with RBC Capital Markets since 2014. Outside of her advisory role, Kerr is the owner and passive partner of an auto finance business and serves as a committee member of The Nonprofit Council in San Antonio, supporting local 501(c)(3) organizations. 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 investment strategies implemented through 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)
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Bridget H

Series 66

San Antonio, TX

RBC Capital Markets

Bridget Hillsman is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2014. Outside of her advisory role, she is involved in several independent contractor activities, including jewelry sales and clean wine consulting. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs that incorporate both in-house and third-party investment managers and provides a range of portfolio management, 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)
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Audra K

Series 66

San Antonio, TX

RBC Capital Markets

Audra Kerr is a financial advisor with RBC Capital Markets in San Antonio, TX, holding a Series 66 license and 18 years of industry experience. She has been with RBC Capital Markets since 2014. Outside of her advisory role, Kerr is involved in several community and nonprofit activities, including serving as an elected official in the Cambridge Elementary PTO, a trustee and board member for the Biomedical Forum, and participating on boards and committees for various local nonprofit organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile and 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)
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