Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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.
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.
Edward S
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Edward Schultz III is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at RBC Capital Markets since 2017 and City National Bank since 2018, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies through a combination of in-house and third-party managers and offers various account structures and options, including tax management and responsible-investing screens.
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.
Joseph M
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Joseph Mundie is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at RBC Capital Markets since 2009 and also has experience with City National Bank beginning in 2019. Mundie serves on the finance committee of a homeowners' association, attending meetings to oversee operating and capital budgets. 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 portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers and implementing strategies based on client risk profiles.
John G
Series 63, Series 65
Vienna, VA
RBC Capital Markets
John Galleher is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 designations and 44 years of industry experience. He previously worked at UBS Financial Services for 22 years before joining RBC Capital Markets and City National Bank in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and customized portfolio management solutions. The firm combines in-house and third-party investment managers and provides integrated services such as financial planning, custody, and brokerage.
Richard S
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Richard Stein is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services Inc. for eight years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers and providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.
Grace P
Series 66
Vienna, VA
RBC Capital Markets
Grace Platz is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has held positions at City National Bank, UBS Financial Services, and RBC Capital Markets. Outside of her advisory work, she volunteers as an alumni interviewer for Georgetown University and is involved with the PEO philanthropic organization supporting educational opportunities for women. 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 multiple advisory programs that provide tailored portfolio management, financial planning, and brokerage services through a combination of in-house and third-party investment managers.
Jennifer W
CFP®, Series 65, Series 63
Vienna, VA
RBC Capital Markets
Jennifer Wappaus is a CFP® professional with 17 years of experience, currently serving at RBC Capital Markets. Her prior roles include positions at City National Bank, Pagnatokarp Partners, LLC, and Metropolitan Capital Strategies, LLC. Outside of her advisory work, she is involved in lacrosse coaching through Wolf Pack Lax, LLC and The St James, and she serves as Treasurer on the board of the nonprofit Haystack Project. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, and charitable organizations with tailored investment strategies. The firm offers a range of advisory programs providing portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.
Kiernan K
Series 66
Vienna, VA
RBC Capital Markets
Kiernan Keller is a financial advisor with RBC Capital Markets holding a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets, he worked at West Financial Services / Sandy Spring Bank from 2021 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers.
Eric S
Series 66
Vienna, VA
RBC Capital Markets
Eric Schumer is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has worked with City National Bank, Bank of America, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment resources.
Susan S
Series 66
Vienna, VA
RBC Capital Markets
Susan Singh is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and has previously worked at UBS and City National Bank. Outside of her advisory role, she is a partner in the Professional Women's Roundtable of DC Metro, where she helps organize events and network with other executive women. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes both in-house and third-party investment managers and offers various portfolio structures and alternative investments.
Alexander B
CFP®, Series 63, Series 65
Vienna, VA
RBC Capital Markets
Alexander Brown is a CFP® professional with 24 years of industry experience, currently serving at RBC Capital Markets since 2024. He previously worked at Truist Advisory Services and Bb&T Securities. Outside of his advisory role, he teaches investment-related classes on alternative investments and market fundamentals through Fairfax and Arlington County Adult Education programs and serves on the Board of Trustees of Loudoun Country Day School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through various advisory programs, leveraging a broad range of internal and external investment resources.
Kathleen C
Series 63, Series 65, Series 66
Vienna, VA
RBC Capital Markets
Kathleen Cabrales is a financial advisor at RBC Capital Markets with 54 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at City National Bank since 2019 and RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.
Stephen S
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Stephen Siegle is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.
Paul W
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Paul Williams is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2011 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies that utilize both in-house and third-party investment managers, providing a range of portfolio management and financial planning services.
Noah S
Series 66, Series 63
Vienna, VA
RBC Capital Markets
Noah Scott is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His work history includes multiple roles at RBC Capital Markets and Wittenberg University. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm integrates in-house and third-party investment managers and provides customized portfolio strategies based on clients’ Advisory Risk Profiles.
Nicholas D
Series 63, Series 65
Vienna, VA
RBC Capital Markets
Nicholas Durso is a financial advisor with RBC Capital Markets in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at City National Bank and Truist Advisory Services. Outside of his advisory work, he serves on the board of the Reston Raiders Hockey Club, a nonprofit youth hockey organization, where he is involved in fiduciary oversight and youth coaching. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual, institutional, and charitable clients. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Victoria R
Series 66
Vienna, VA
RBC Capital Markets
Victoria Roberts is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 14 years of industry experience. She has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing in-house and third-party investment managers to tailor strategies to each client’s risk profile.
Jeremy N
CFP®, Series 63, Series 66
Vienna, VA
RBC Capital Markets
Jeremy Newton is a CFP® professional with 18 years of industry experience, currently advising at RBC Capital Markets. His prior roles include positions at Truist Advisory Services, SunTrust Bank, and UBS Financial Services. RBC Wealth Management serves a diverse clientele, including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides customizable portfolio solutions tailored to clients’ advisory risk profiles.
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 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")
Finding advisors...
Find a financial advisor
Based on your filters