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Zachariah I

Series 66

Vienna, VA

RBC Capital Markets

Zachariah Ingalls is a financial advisor with RBC Capital Markets in Vienna, VA, holding a Series 66 designation and bringing 17 years of industry experience. Prior to joining RBC in 2020, he worked for UBS Financial Services for 15 years. Outside of his advisory role, he is involved as a partner in two online retail businesses and serves as a director-treasurer for a community homeowners association, as well as supporting the Virginia Defense Force in civil security duties. 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 and portfolio management services tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers alongside integrated capital markets and lending 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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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.

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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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 Morgan Stanley DW Inc. Outside of her advisory work, she serves on the finance committee of Epiphany United Methodist Church and is active in community and recreational organizations, including leadership roles at Westwood Country Club. RBC Wealth Management serves a diverse client base that includes individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with 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)
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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 worked previously at Truist Advisory Services, BB&T Securities, and Wells Fargo Clearing. Based in Vienna, VA, she has been with RBC Capital Markets since 2023. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients with tailored investment strategies and multiple advisory programs offering discretionary and non-discretionary 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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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.

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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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.

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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Tia R

Series 63, Series 65

Vienna, VA

RBC Capital Markets

Tia Reese is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. She began her advisory career in 2026 and has prior experience at firms including Charles Schwab and roles at George Washington University. Reese also has experience with Apparati SmartGym + Wellness, reflecting interests outside traditional finance. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies based on each client’s risk profile, utilizing 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)
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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.

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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Genesis C

Series 66

Vienna, VA

RBC Capital Markets

Genesis Chacon Ojeda is a financial advisor with RBC Capital Markets, holding a Series 66 designation and two years of industry experience. Prior to joining RBC in 2024, Ojeda worked at Wells Fargo Clearing for six years and has experience in educational roles at Central Washington University and Green River Community College. 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 and portfolio management services tailored to clients’ risk profiles, 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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Stacia A

Series 63, Series 66

Vienna, VA

RBC Capital Markets

Stacia Apostolos is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with RBC Capital Markets since 2018 and previously worked at Triad Advisors, Resource Investment Advisors, Chepenik Financial, and Woodbury Financial Services. 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 discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile and 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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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.

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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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.

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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Leonard W

CFP®, Series 63, Series 65

Vienna, VA

RBC Capital Markets

Leonard Warren is a CFP® professional with 33 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, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a mix of in-house and third-party managers, integrating 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)
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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.

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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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.

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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Albert F

Series 63, Series 65

Vienna, VA

RBC Capital Markets

Albert Fusca is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing, and City National Bank. Outside of his advisory work, he holds a power of attorney for a parent. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers and customizable portfolio 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)
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Kris W

Series 63, Series 65

Vienna, VA

RBC Capital Markets

Kris Wappaus is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS 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 offers a range of wrap fee advisory programs with tailored portfolio strategies implemented through a mix of in-house and third-party managers, supported by capital markets capabilities and integrated lending and cash-sweep arrangements.

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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William B

CFP®, Series 66

Vienna, VA

RBC Capital Markets

William Brinkley is a CFP® certificant with eight years of experience in the financial services industry. He has worked at RBC Capital Markets since 2024 and previously held positions at Truist Investment Services, Truist Advisory Services, and BB&T Securities. 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 provides a range of advisory programs and tailors investment strategies using 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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Edward S

Series 63, Series 65

Vienna, VA

RBC Capital Markets

Edward Schultz III is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 39 years of industry experience. His prior work includes positions at City National Bank, Wells Fargo Clearing, and Morgan Stanley. He serves as an officer and board member of the Lenny Schultz Memorial Scholarship Fund, which awards an annual scholarship to a JMHS student in football, wrestling, or special education. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and portfolio management services to individual, institutional, and charitable clients. The firm employs tailored investment strategies and utilizes both in-house and third-party managers to serve its diverse client base.

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 A

Series 63, Series 65

Vienna, VA

RBC Capital Markets

John Aras is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked for UBS Financial Services for 11 years before joining RBC in 2025. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a range of in-house and third-party investment managers and tailored portfolio strategies.

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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