Brian Coatoam is a financial advisor with RBC Capital Markets in Winter Park, FL, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked at City National Bank, Bank of America, and Merrill. He is a member of the Community Leadership Council for The Howard Phillips Center for Children & Families, which advocates for children in Central Florida. 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 tailored investment strategies utilizing both in-house and third-party managers.

Ryan Plank is a financial advisor with RBC Capital Markets in Winter Park, FL, holding the CFP® and Series 66 designations and bringing 14 years of industry experience. His prior positions include roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith, Inc. 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 wrap fee 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.

Earl Walter Jr. is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009, with a prior four-year tenure at City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ Advisory Risk Profiles and utilizing both in-house and third-party investment managers.

Derek Grimm is a CFP® with 25 years of industry experience. He is currently with RBC Capital Markets and City National Bank, having previously worked at Bank of America and Merrill Lynch. Grimm serves on the Board of Directors for the Camaraderie Foundation, a veteran organization that supports individuals with PTSD. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering customized advisory programs and portfolio management services tailored to client risk profiles.

Morgan Metcalf is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Allstate Benefits. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, implementing tailored strategies through both in-house and third-party managers.

Andrew Lyon IV is a financial advisor at RBC Capital Markets with 13 years of industry experience. He has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as the head baseball coach at Oviedo High School and is involved in coaching youth baseball through several local organizations. 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, leveraging both in-house and third-party investment managers.