Great Falls, MT River Drive North Office

Daniel Morris is a financial advisor with RBC Capital Markets in Great Falls, MT. He holds the Series 66 designation and has one year of industry experience. Prior to joining RBC Capital Markets and City National Bank in 2025, he worked for ten years at Facility Improvement Corporation. 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 portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Douglas Sexe is a financial advisor with RBC Capital Markets in Great Falls, MT, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Sexe serves on the Board of Directors for the Great Falls Public School Foundation and holds an elected non-political oversight role at Bethel Church. 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 multiple advisory programs tailored to clients’ risk profiles, utilizing a blend of in-house and third-party investment managers, with options for tax management and responsible investing.

Gavin McCluey is a financial advisor with RBC Capital Markets in Great Falls, MT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, McCluey serves on the board of the Herb Waltermire Community Enhancement Foundation, which focuses on scholarship and community funding. 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 and customizes investment strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.

Mary Bowe is a financial advisor with RBC Capital Markets in Great Falls, MT, holding a Series 66 designation and 13 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory role, she serves on the board of the Ursuline Centre, a local preschool and ministry organization, and is treasurer and a volunteer instructor for the Great Falls Figure Skating Club. RBC Wealth Management serves a diverse client base including individual investors, institutions, and nonprofit organizations, offering tailored portfolio management and advisory programs through a combination of in-house and third-party investment managers.

Stephen Blanchard is a financial advisor at RBC Capital Markets with two years of industry experience. He holds the Series 66 designation and has worked previously at Thrivent Financial, Thrivent Investment Management, Humana, PayneWest Insurance, and AT&T. Blanchard serves as a board member and committee participant for Friends In Fellowship Great Falls, Inc., a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to multiple investment managers and alternative investments.

Brett Stene is a Series 66-credentialed financial advisor at RBC Capital Markets with 20 years of industry experience. He has been with RBC Capital Markets since 2008, based in Great Falls, Montana. 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 provides tailored investment strategies through a variety of advisory programs and offers discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jeff Jaraczeski is a financial advisor with RBC Capital Markets in Great Falls, MT, holding a Series 66 designation and bringing 24 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Jaraczeski serves on the board of directors for the local Lions Club, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, 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.

Rhad Keel is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the board of directors for Cascade Farmers Mutual Insurance, a small mutual home and auto insurance company. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Dennis Lester is a financial advisor with RBC Capital Markets in Great Falls, MT, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. 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 multiple advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Daniel Ball is a financial advisor with RBC Capital Markets in Great Falls, MT, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the boards of the Boys and Girls Club Metro Denver and the Food Bank of Wyoming, where he participates in strategic and financial oversight. 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 strategies through various advisory programs, combining in-house and third-party managers with flexible portfolio management and integrated capital-markets capabilities.

Brandon Costley is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is the president of the board for the Great Falls Soccer Association and serves on the boards of the Heisey Foundation and Meadowlark Country Club in Great Falls, MT. 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 wrap fee advisory programs with tailored investment strategies implemented through in-house and third-party managers.

Patricia Groshelle is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2021 following eleven years at Davidson Investment Advisors, Inc. and fifteen years at D.A. Davidson & Co. 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, supported by RBC’s broad capital-markets capabilities.

Karrie Risko is a financial advisor with RBC Capital Markets in Great Falls, MT, holding a Series 66 designation and 23 years of industry experience. She has been with RBC Capital Markets since 2012. Outside of her advisory work, Karrie serves on the board of the Boys and Girls Club of Cascade County, where she helps oversee financials and leads fundraising efforts. 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 strategies implemented through in-house and third-party managers, supported by RBC’s capital markets capabilities and affiliated asset management firms.

Amy Strom is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.