Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jack F
Series 66
Seattle, WA
RBC Capital Markets
Jack Fisher is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Albertsons, Redfin, Kelly Services Inc, and Conduent. 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 with tailored portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.
Jessica M
Series 63, Series 66
Seattle, WA
RBC Capital Markets
Jessica Morgan is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets Corporation since 2008. Outside of advising, she works as an independent consultant focusing on wellness education and sales and serves as the treasurer for a local PTA. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs that deliver portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.
Katherine G
Series 66
Seattle, WA
RBC Capital Markets
Katherine Gross is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation and has previously worked at EP Wealth Advisors, Soundmark Wealth Management, and Barton Associates, among other roles. 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 a range of advisory programs with tailored portfolio management strategies and integrates both in-house and third-party investment managers.
Jennae R
Series 63, Series 66
Seattle, WA
RBC Capital Markets
Jennae Reid is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Wells Fargo Clearing and ShareBuilder. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and related financial services.
Jacob C
CFP®, Series 66
Seattle, WA
RBC Capital Markets
Jacob Chavez is a CFP® and holds a Series 66 registration with RBC Capital Markets in Seattle, WA, where he has worked since 2022. He has two years of industry experience. Prior to his advisory role, he spent four years at Gonzaga University and has held various positions including work at Camp Burton and Vashon Island Golf & Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.
Heedy L
Series 63, Series 66
Seattle, WA
RBC Capital Markets
Heedy Locke is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining RBC in 2022, Locke worked at Wells Fargo Clearing and Rainier Securities, LLC. 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 and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party investment managers.
Sean C
Series 66
Seattle, WA
RBC Capital Markets
Sean Collins is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2010, including a concurrent role at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.
Peter D
Series 63, Series 65
Seattle, WA
RBC Capital Markets
Peter Dierks is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and TIAA. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.
Alisoune L
Series 63, Series 65
Seattle, WA
RBC Capital Markets
Alisoune Lee is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining RBC Capital Markets in 2025, Lee held roles at Coldstream Wealth Management, EP Wealth Advisors, Bank of America, Merrill, and Oiselle. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.
Elliott D
Series 66
Seattle, WA
RBC Capital Markets
Elliott Doran is a financial advisor at RBC Capital Markets with a Series 66 credential and less than one year of industry experience. His background includes roles in media at Scripps News/KTVH and involvement with Gonzaga University New Student & Family Programs. He has also worked at Big Dipper Ice Cream. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles, utilizing both in-house and third-party managers.
Stephen T
Series 63, Series 65
Seattle, WA
RBC Capital Markets
Stephen Takemura is a financial advisor at RBC Capital Markets in Seattle, WA, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, 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 RBC’s extensive capital-markets platform.
Donna C
Series 66
Seattle, WA
RBC Capital Markets
Donna Cuaresma is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Outside of her advisory role, she acts as power of attorney for her father. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates both in-house and third-party investment solutions.
Chaim R
Series 63, Series 65
Seattle, WA
RBC Capital Markets
Chaim Rosenbaum is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Outside of finance, he is involved in coaching and instructing crew and sailing and serves on the finance committee of the Hearing, Speech & Deaf Center in Seattle. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.
Timothy C
Series 66
Seattle, WA
RBC Capital Markets
Timothy Cusack is a financial advisor with RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and has nine years of industry experience, including four years at the University of Montana prior to joining RBC in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm provides a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored to client risk profiles and executed through in-house and third-party investment managers.
Hannah G
CFP®, Series 66
Seattle, WA
RBC Capital Markets
Hannah Grossblatt is a CFP® with six years of industry experience, currently with RBC Capital Markets. She previously worked at UBS Financial Services and City National Bank. Grossblatt serves on the Board of Directors for the Bellevue Chamber of Commerce and acts as a UBS relationship manager for the Seattle Chamber of Commerce. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized portfolios and a range of advisory programs that include discretionary and non-discretionary management, financial planning, and brokerage services.
Farin C
Series 66
Seattle, WA
RBC Capital Markets
Farin Cohen is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and five years of industry experience. Prior to joining RBC in 2018, Cohen worked at Ameriprise Financial and Mass Mutual. Outside of advising, Cohen is involved in a music-related hobby that is not income-generating. RBC Wealth Management, a division of RBC Capital Markets, 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.
Paula G
Series 63, Series 66
Seattle, WA
RBC Capital Markets
Paula Guinasso is a financial advisor at RBC Capital Markets with 35 years of industry experience. She holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.
Benjamin M
Series 63, Series 66
Seattle, WA
RBC Capital Markets
Benjamin Mclaughlin is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2021. 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 a range of advisory programs with tailored investment strategies through a combination of in-house and third-party managers, supported by RBC’s integrated capital markets and asset management capabilities.
Elizabeth H
Series 66
Seattle, WA
RBC Capital Markets
Elizabeth Hawley is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she actively manages a rental property business. 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 with tailored investment strategies, utilizing both in-house and third-party managers and providing comprehensive financial planning, portfolio management, and brokerage services.
Jill M
Series 63, Series 65
Seattle, WA
RBC Capital Markets
Jill Mcentee is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior experience includes 29 years at Russell Investments and four years at D.A. Davidson & Co. Outside of advisory work, she serves as a director of Lockhaven Marina, Inc., managing an apartment complex, and is a committee member for the Tacoma Country and Golf Club. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through multiple wrap fee advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters