Irvine, CA Spectrum Center Drive Office

John Fierro is a CFP® professional with 32 years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank since 2023. His prior experience includes seven years with Wells Fargo Clearing and six years with Wells Fargo Advisors LLC. Fierro serves on the Board of Directors for White Oak, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment advisory programs and portfolio management services, combining in-house and third-party managers while providing integrated capital markets and lending capabilities.

Madeleine Stewart is a financial advisor at RBC Capital Markets in Irvine, CA, holding a Series 66 designation with 19 years of industry experience. She has been with RBC Capital Markets since 2014. Outside of her advisory role, she is a notary public. 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 that provide tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jack Fierro is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Citigroup, Aaron Capital, Wells Fargo Advisors, and Irfan Consultancy. He also attended Carnegie Mellon University from 2019 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside extensive capital-markets capabilities.

Cole Finley is a financial advisor at RBC Capital Markets with six years of industry experience and holds a Series 66 designation. Prior to joining RBC, he was involved in the hospitality industry, including management roles at Tin Roof Bistro, Simms Restaurant, and Downey on Draft 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 portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Theresa Allen is a financial advisor with RBC Capital Markets and holds a Series 63 designation. She has 33 years of industry experience, previously working at First Republic Securities Company and First Republic Investment Management. Outside of her advisory role, she serves as Board Chair and Governance Committee member for The Wooden Floor, a nonprofit focused on youth development through dance, and is Treasurer of Shaw's Cove Yacht Club. RBC Wealth Management serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and provides a range of advisory programs designed to meet varied client needs.

Monica Choi is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and has worked previously at Northwest Mutual, Pacific Premier Bank, and Davlyn Investments. Outside of her advisory roles, she has managed a room rental business. 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 various in-house and third-party managers.

Gresell Wedel is a financial advisor with RBC Capital Markets in Irvine, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with RBC Capital Markets since 2013. 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 customizable portfolio management services, combining in-house and third-party investment managers and emphasizing tailored strategies based on client risk profiles.

Todd Halbrook is a financial advisor with RBC Capital Markets in Irvine, CA, holding CFP®, Series 63, and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at City National Bank, First Republic Investment Management, and Wells Fargo Advisors. He serves on the advisory boards for the Deans Advisory Board and the CIWM Paul Merage School of Business at UCI. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles.

Lindsey Caputa is a financial advisor with RBC Capital Markets in Irvine, CA, holding a Series 66 designation and five years of industry experience. She has been with RBC Capital Markets LLC since 2018 and previously worked at Mi Casa for 14 years. 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 investment strategies implemented through a mix of internal and third-party managers, supported by RBC’s capital-markets and affiliated asset management capabilities.

Adam Macdonald is a financial advisor with RBC Capital Markets in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at City National Bank, First Republic Investment Management, and Wells Fargo Advisors. Outside of his advisory work, he serves on the board of Compass Bible Institute, participating in efforts to raise capital and increase student participation, and supports a financial literacy program for teens at the University of California, Irvine. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs and leveraging both in-house and third-party investment managers.

Matthew Loff is a financial advisor with RBC Capital Markets in Irvine, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining RBC Capital Markets, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a board member for the Columbus Grove Homeowners Association and is a commissioned notary public. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management solutions, incorporating both in-house and third-party investment managers and a range of customizable features.

Amrit Mathur is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is a 50% owner of Riya Exotic Cars LLC, a private company involved in the automotive industry. 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 multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Victoria Blanco is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds the Series 66 designation and has previously worked at First Republic Investment Management and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers tailored to clients’ risk profiles.

Sanjay Mathur is a financial advisor with RBC Capital Markets in Irvine, CA, holding a Series 63 designation and 42 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Mathur is an active owner of a charitable foundation that he runs with his wife. 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, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

George Otto is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at City National Bank since 2019 and RBC Capital Markets since 2008. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.