Houston, TX Post Oak Central Office

Brian Bergeron is a financial advisor with RBC Capital Markets based in Houston, TX. He holds the CFP® designation and has six years of industry experience. His prior roles include positions at Bergeron Wealth Management Co., Needham & Company LLC, and Bergeron Turboff & Company LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs with customized strategies using both in-house and third-party investment managers, supported by an extensive capital-markets platform.

Randy Nelson is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 licenses and 48 years of industry experience. He has worked at City National Bank since 2019 and 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, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing a combination of in-house and third-party investment managers.

Harvey Hardee is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2017. Hardee serves on the board of a land mitigation bank and is involved with the National Association of Corporate Directors in Texas. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Christopher Clawson is a financial advisor with RBC Capital Markets in Houston, Texas. He holds a Series 66 designation and joined RBC Capital Markets in 2024. His prior experience includes roles at VisualEdgeIT and ImageNet Consulting. 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 discretionary and non-discretionary portfolio management, tailoring strategies based on each client’s risk profile and utilizing a combination of in-house and third-party investment managers.

Scott Waltmon is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RBC since 2015. Outside of his advisory role, he serves on the board of directors for The Rise School of Houston, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Marc Sancton is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and nine years of industry experience. Prior to joining RBC in 2017, he worked at Ignite Restaurant Group for four years. He serves on the budget and finance committee of the Jewish Federation of Greater Houston and is a board member of the Houston Jewish Community Center Endowment Fund. Sancton also participates on the committee organizing the Texas Children’s Bad Pants Open golf tournament. 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 tailored portfolio management and advisory programs combining in-house and third-party investment managers, with options for tax management, rebalancing, and responsible investing.

Connie Diaz is a financial advisor with RBC Capital Markets in Houston, TX, holding a Series 66 designation and 7 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves as Secretary for the Chavez High School Band Boosters. 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 various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Christopher Totten is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including J.P. Morgan Securities LLC and USAA in various advisory roles. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing portfolio management, financial planning, and brokerage services.

William Cone Jr. is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner of BTC Imports, a business that imports and sells decorative items from Asia and other regions, and serves on the Board of Directors for the Hudson Forest Homeowners Association in Houston, TX. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies and multiple advisory programs that incorporate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Hunter Bentley is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining RBC in 2026. 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 a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

John Bundock is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank from 2023 to 2025. Outside of his advisory role, he is an active owner involved in managing a vacation house rental. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering various advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a tailored investment approach based on client risk profiles and combines in-house and third-party managers, with options for tax management and responsible investing.

Christopher Dennis is a financial advisor at RBC Capital Markets in Houston, TX, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Morgan Stanley, Arkadios Capital, Atlanta Capital Group, and Western International 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 offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Stephanie Fexer is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2013, with a one-year tenure at Morgan Stanley in between. 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 various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and model providers.

Mary Mc Intyre is a financial advisor at RBC Capital Markets with three years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at City National Bank, JMP Securities LLC, Citizens Capital Markets, Citizens Bank, and Cadence Bank. Outside of her advisory work, she serves as an assistant coach for a high school cheerleading team at Episcopal High School in Bellaire, Texas. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning solutions. The firm employs a range of investment strategies through both in-house and third-party managers, providing discretionary and non-discretionary services across diversified account structures.

Margarita Vlassova is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Independent Bank and Wells Fargo. 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 implemented through a combination of in-house and third-party managers, supported by extensive capital-markets and affiliated asset management capabilities.