Duluth, MN London Road Office

Joy Dalberg is a CFP® with 8 years of industry experience, currently serving as a financial advisor at RBC Capital Markets. Her work history includes roles at Lutheran Social Services Financial Counseling and involvement with the Mesabi Symphony Orchestra. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with tailored portfolio management and financial planning services. The firm employs a mix of in-house and third-party investment managers and offers a variety of advisory programs that incorporate tax management and responsible investing options.

James Proctor is a CFP® with 43 years of industry experience, currently serving at RBC Capital Markets since 2008. He is based in Duluth, MN, and holds Series 63 and Series 66 licenses. Proctor serves on the Board of Directors for Minnesota Masonic Charities, contributing to the organization’s charitable activities. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Debra Carlson is a financial advisor with RBC Capital Markets in Duluth, MN, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She worked at Merrill Lynch from 1994 to 2017 before joining RBC Capital Markets in 2017. 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 tailored portfolio strategies implemented through various investment managers and model providers.

Xavier Mcnulty is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Before joining RBC, he worked at The College of St Scholastica and Play it Again Sports, and he also held a role at Oneota Cemetery. RBC Wealth Management serves a diverse client base that includes individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Gary Bubalo is a financial advisor with RBC Capital Markets in Duluth, MN, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he has served as a director for the GND Development Alliance, a community non-profit focused on revitalizing the far West Duluth recreation area, and holds leadership positions with the Aad Shrine and Shriner's Hospital Twin Cities charitable organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering customized portfolio management and advisory services through multiple wrap fee programs and a combination of in-house and third-party investment managers.

Patrick Pfahl is a financial advisor with RBC Capital Markets in Duluth, MN, holding Series 65 and Series 63 licenses and over 35 years of industry experience. His career includes positions at City National Bank, RBC Capital Markets, and Blue Water Capital Advisors, among others. Outside of finance, he serves on the board of the Voyager Area Council of the Boy Scouts of America. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers customized portfolio management and financial planning services through multiple advisory programs, utilizing a blend of in-house and third-party investment managers.

Ian Sundland is a financial advisor at RBC Capital Markets with a Series 66 credential and two years of industry experience. Before joining RBC in 2023, he worked at Superior Choice Credit Union and has a background that includes roles at the University of Minnesota Duluth and involvement with Grandma's Corporation, which operates Little Angie's Cantina and G-12. RBC Wealth Management serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a blend of internal and external investment managers.

Cheryl Meese is a CFP® with 47 years of industry experience, currently with RBC Capital Markets in Duluth, MN. She has worked at the firm since 2008 and at City National Bank since 2020. Outside of her advisory role, she serves on the boards of the Animal Allies Humane Society and the Kitchi Gammi Club Foundation, and she is involved with NATCOM Bancshares as chair of its Enterprise Risk Management Committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, and custody services through multiple wrap fee advisory programs.

Vincent Jones is a CFP® professional with 17 years of experience at RBC Capital Markets in Duluth, MN. He has served at RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is a board member of Goodwill Industries Vocational Enterprises, Inc. and participates on the University of Minnesota Duluth Labovitz School of Business & Economics Financial Markets Program Oversight Committee. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm combines proprietary and third-party investment managers and offers customizable portfolio solutions tailored to clients’ risk profiles.

Robert Bubalo is a financial advisor with RBC Capital Markets in Duluth, MN, holding a Series 66 designation and bringing 11 years of industry experience. He has been with RBC Capital Markets since 2014 and is also affiliated with City National Bank. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Maple Village Home Owners Association and the local court of the Royal Order of Jesters, and he is a board member of the GND Development Alliance, a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored advisory programs combining discretionary and non-discretionary portfolio management with a range of in-house and third-party investment options.

John Lawien is a CFP® with 25 years of industry experience, currently serving at RBC Capital Markets in Duluth, MN. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2017. He serves on the Board of Directors for the St. Luke's Foundation, a hospital foundation in Duluth. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients, offering a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers.

Theodore Bujold is a financial advisor with RBC Capital Markets in Duluth, MN, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has worked at RBC Capital Markets LLC since 2010 and at City National Bank since 2017. Outside of his advisory role, he serves on the board of the Duluth Masonic Temple Building and Museum Foundation and volunteers for a local nonprofit golf fundraiser. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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 to implement portfolios aligned with clients’ risk profiles.

Steven Patronas is a financial advisor with RBC Capital Markets in Duluth, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory work, he serves on the boards of the Boys and Girls Club of Duluth Scholarship Committee, the Duluth East High School Foundation, and Generations Healthcare Initiatives. 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 combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored strategies supported by in-house and third-party managers.

Travis Klingeisen is a financial advisor with RBC Capital Markets in Duluth, MN, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, Allianz Life Financial Services, and Wells Fargo Home Mortgage. He serves as a board member and finance committee member for the nonprofit Never Surrender Inc., which supports ALS patients. 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 investment advisory programs combining discretionary and non-discretionary portfolio management with options for tax management and responsible investing.

Alicia Kim is a Series 66-credentialed financial advisor with 20 years of industry experience. She has worked at RBC Capital Markets since 2024 and previously spent over a decade at Wells Fargo Clearing and Wells Fargo Investments, LLC. 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 with tailored strategies based on clients’ Advisory Risk Profiles and access to both in-house and third-party investment managers.