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Larry H
CFP®, Series 63, Series 65
Vienna, VA
RBC Capital Markets
Larry Heuple is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private 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 that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.
Nicole A
Series 66
Vienna, VA
RBC Capital Markets
Nicole Aguinaldo is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services and CAM Private Wealth Services. Outside of finance, she has part-time retail sales experience with LOCCITANE, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides investment advisory and brokerage services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers customizable portfolio management through in-house and third-party managers and integrates capital-markets capabilities and alternative investments into its strategies.
Zachariah I
Series 66
Vienna, VA
RBC Capital Markets
Zachariah Ingalls is a financial advisor with RBC Capital Markets based in Vienna, VA, holding a Series 66 designation and 16 years of industry experience. Prior to joining RBC in 2020, he worked at UBS Financial Services for 15 years. Outside of his advisory role, Ingalls is involved in several business ventures including managing online retail companies PazZing, LLC and Bebecitos, LLC, and serves as a director-treasurer for the Loudoun Hills Community Association. He is also a member of the Virginia Defense Force, supporting civil security and logistics. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored investment advisory programs and portfolio management through both in-house and external managers. The firm integrates capital markets resources and provides a range of services including financial planning, custody, and brokerage.
Anna T
Series 66
Vienna, VA
RBC Capital Markets
Anna Thackston is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 10 years before joining RBC in 2021. 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 that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Elizabeth B
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Elizabeth Boswell is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves on the finance committee of Epiphany United Methodist Church and holds leadership roles at Westwood Country Club, including the Ladies 9 Hole Golfers board of directors and the Westwood Cares community outreach committee. 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 range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile and utilizing both in-house and third-party investment resources.
Roger M
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Roger Matles is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a tailored investment approach using both in-house and third-party managers.
Sarah P
Series 66
Vienna, VA
RBC Capital Markets
Sarah Pollinger is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Advisory Services, Bb&T Securities, and Wells Fargo Advisors. 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 and customizes investment strategies using a combination of in-house and third-party managers, alongside features such as tax management and responsible investing options.
Brandon P
Series 66
Vienna, VA
RBC Capital Markets
Brandon Parr is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers, and provides both discretionary and non-discretionary portfolio management alongside financial planning and custody services.
Averey M
Series 66
Vienna, VA
RBC Capital Markets
Averey Mackin is a financial advisor at RBC Capital Markets with three years of industry experience. Prior to joining RBC, Mackin worked at Morgan Stanley and Columbia Management Investment Distributors, Inc. Outside of finance, Mackin has held roles in the hospitality and brewing industries. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to each client's risk profile.
Anthony C
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Anthony Connor is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes positions at UBS Financial Services and City National Bank. Outside of his advisory role, he serves on the board of a homeowners association, advises the company GORUCK on corporate strategy, and is involved in automotive restoration and rally preparation through Blue Ridge Motorwerks. 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 range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Genesis C
Series 66
Vienna, VA
RBC Capital Markets
Genesis Chacon Ojeda is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for six years. Her background also includes roles in education and the service industry. 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 discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.
Stacia A
Series 66, Series 63
Vienna, VA
RBC Capital Markets
Stacia Apostolos is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Woodbury Financial Services and Triad Advisors, before joining RBC in 2018. RBC Wealth Management serves a broad client base, including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs and tailored investment strategies implemented through a combination of in-house and third-party managers.
Natalie M
Series 66
Vienna, VA
RBC Capital Markets
Natalie Miller is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Capital Markets since 2013 and was previously with City National Bank from 2019 to 2025. Outside of her advisory role, she serves on a committee at All Saints Church in Chevy Chase, MD, where she educates parishioners on charitable giving. 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 with tailored investment strategies implemented through a combination of in-house and third-party managers.
Matthew L
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Matthew Lanham is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2009, with a prior five-year tenure at City National Bank. Outside of his advisory role, he is involved in managing a rental property. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.
Clarence T
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Clarence Taylor Jr. is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he is a partner and officer at Scandic Health LLC, a company involved in licensing music and video content to healthcare facilities, and serves on the board of the Wolf Trap Foundation, a nonprofit supporting the performing arts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets resources and affiliated asset management capabilities.
Leonard W
CFP®, Series 63, Series 65
Vienna, VA
RBC Capital Markets
Leonard Warren is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with RBC Capital Markets, where he has worked since 2023, following a 13-year tenure at Janney Montgomery Scott. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.
Xavier M
CFP®, Series 66
Vienna, VA
RBC Capital Markets
Xavier Marmol is a CFP® and holds a Series 66 license with two years of industry experience. He has been with RBC Capital Markets since 2022, following roles at Salisbury University and Chipotle. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and charitable clients with a variety of advisory programs and portfolio management services. The firm offers tailored investment strategies using a combination of in-house and third-party managers, along with features like tax management and responsible investing options.
Amanda C
Series 66
Vienna, VA
RBC Capital Markets
Amanda Catalina is a financial advisor at RBC Capital Markets with six years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2018. Outside of her advisory role, she works as an Executive Skincare Consultant for Rodan and Fields and occasionally coaches for the Virginia Elite Volleyball Club. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations by providing tailored portfolio management, financial planning, and brokerage services through various advisory programs. The firm integrates in-house and third-party investment managers and offers options such as tax management and responsible-investing screens.
Gordon D
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Gordon Dale is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Prior to joining RBC in 2023, he spent 15 years at UBS Financial Services Inc. He serves as a trustee for The Malcolm Gordon Charitable Trust and the Open Space Institute. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm offers a range of investment solutions through in-house and third-party managers, integrating features such as tax management and responsible investing.
Albert F
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Albert Fusca is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as a power of attorney for a parent. 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 discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ risk profiles and utilizing both in-house and third-party investment managers.
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