Newport Beach, CA Newport Center Drive Office

Brian Delatola is a CFP®-certified financial advisor with seven years of industry experience. He currently works at RBC Capital Markets, having previously served at Concord Investment Council and UBS Financial Services. 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 combine discretionary and non-discretionary portfolio management with financial planning, utilizing both in-house and third-party managers to tailor investment strategies to each client's risk profile.

Robert Schultz is a financial advisor with RBC Capital Markets in Newport Beach, CA, holding Series 63 and Series 65 licenses and totaling 38 years of industry experience. His career includes positions at City National Bank, Wells Fargo Clearing, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, catering to customized risk profiles through a combination of in-house and third-party investment managers, supported by a range of integrated capital-markets and asset management capabilities.

Jennifer Kristanto is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Her prior work includes roles at KBS Capital Markets Group LLC, US Bank, WestPac Wealth Partners, Eureka!, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm provides a range of advisory programs and tailors investment strategies through a combination of in-house and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Daniel Henry is a financial advisor with RBC Capital Markets in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets since 2009 and also works with City National Bank since 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 that provide portfolio management and financial planning tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Louise Kane is a financial advisor at RBC Capital Markets with 15 years of industry experience. She has previously worked at Oppenheimer & Co. Inc and D.A. Davidson & Co. Outside of finance, she writes fiction under the pen name LK Lawrence, creating and producing romantic comedy stories. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers tailored investment advisory programs combining in-house and third-party managers, with options for discretionary portfolio management, financial planning, and specialized investment solutions.

Theresa Kost is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at RBC Capital Markets since 2012 and at City National Bank since 2018. Outside of her advisory role, she serves as Treasurer of the Newport Beach Newcomers Club. 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 customizes investment strategies according to each client’s risk profile, utilizing both in-house and third-party managers.

Kurt Kost is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2012, with a brief tenure at City National Bank in 2017. 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 various advisory programs with tailored investment strategies executed through a combination of in-house and third-party managers, supported by extensive capital markets and affiliated asset management capabilities.

Daniel Cole is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Martin Klein III is a financial advisor with RBC Capital Markets in Newport Beach, CA, holding Series 63 and Series 65 designations and possessing 38 years of industry experience. He has been with RBC Capital Markets since 2014 and also works with City National Bank since 2016. Outside of his advisory role, Klein serves on the boards of a private club, a US-China business summit organization, and a charity that supports children's groups and college athletes. 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 programs and portfolio management services using a combination of in-house and third-party managers, supported by its extensive capital markets capabilities.

Ryan Bockhold is a financial advisor with RBC Capital Markets in Newport Beach, CA, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets since 2013. Outside of his advisory role, Ryan owns and operates NRD Works LLC, an e-commerce business that designs and sells computer parts online. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Ian Stock is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Patrick Capital Markets, Ultimus Fund Solutions, Lyrical Partners, and BlackRock Investment Management. Outside of his advisory work, he is registered as an ambassador for a health and wellness products company, Q Sciences, with limited involvement. 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 multiple advisory programs with tailored portfolio strategies, employing both in-house and third-party investment managers and providing a variety of portfolio management and financial planning services.

David Thompson is a financial advisor with RBC Capital Markets and City National Bank, holding a Series 66 designation and 26 years of industry experience. He has worked at RBC Capital Markets since 2009 and City National Bank since 2017. Outside of his advisory role, he is actively involved in managing a portfolio of rental properties through several LLCs. 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, financial planning, and custody services, utilizing a combination of in-house and third-party investment managers.

Dana Mcdonald is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2011, including prior tenure at City National Bank from 2018 to 2021. Outside of his advisory role, he manages a VRBO rental property business part-time. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning services through multiple wrap fee advisory programs, utilizing a combination of in-house and third-party investment managers.

Timothy Bockhold is a financial advisor with RBC Capital Markets in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with RBC Capital Markets since 2012 and also works with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with customized portfolio management and financial planning services. The firm utilizes a range of advisory programs and integrates in-house and third-party investment managers to tailor strategies aligned with clients’ risk profiles.

Brandy Boyles Vazquez is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. Prior to joining RBC in 2026, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2026. Outside of her advisory work, she is an independent contractor with doTERRA International, selling essential oils independently. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.