Phoenix, AZ East Camelback Road Office

Tania Kvakic is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at RBC Capital Markets since 2013 and also at City National Bank since 2018. Kvakic serves on the Board of Directors for the Arizona Coyotes Foundation, a charity focused on community involvement and fundraising. 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 featuring customizable portfolio management and financial planning services supported by in-house and third-party investment managers.

Joseph Di Vito Jr. is a CFP® with 33 years of industry experience, currently affiliated with RBC Capital Markets in Phoenix, AZ. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. His other activities include serving as treasurer for a homeowner’s association and holding multiple board roles related to fundraising and support for the Maricopa County Sheriff’s Office, as well as serving on the board of the Arizona Elk Society. 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 with tailored strategies, utilizing both in-house and third-party investment managers and features integrated capital-markets and lending capabilities.

Chase Cates is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at MFS Fund Distributors, Inc. Chase has diverse experience including roles outside finance, such as positions at Cooper's Hawk Winery and Restaurant and the Chicago Justice Project. RBC Wealth Management serves a broad client base including individual investors, institutions, 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 each client’s risk profile.

William Hertzog is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets LLC since 2016. Outside of his advisory work, he co-owns a rental vacation home in Hayden Lake, Idaho. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management. The firm utilizes both in-house and third-party investment managers and provides a variety of account structures and services.

Kyle Rhine is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, UBS Financial Services, Charles Schwab, and The Vanguard Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes portfolio strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Mark Dewane is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with RBC Capital Markets since 2009. Dewane serves on the boards of several local organizations, including Maricopa Integrated Health System, Scottsdale Business Development Forum where he is chairman, and the Phoenix Police Reserve Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm employs a tailored investment approach using a combination of in-house and third-party managers with a range of options for portfolio structure, rebalancing, tax management, and responsible investing.

Jordan Williams is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Morgan Stanley, Advisor Group, Edward Jones, and The Vanguard Group. He serves on the board of a small nonprofit, For the Love of the Lake, which focuses on maintaining White Rock Lake through community cleanup and conservation programs. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management and integrated financial planning.

Paul Hert is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and 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, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored investment strategies and access to both in-house and third-party investment managers.

Lawrence Fann is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked previously at UBS Financial Services for ten years. Outside of his advisory role, he serves on the board of the Canadian Arizona Business Council and participates in committees at Phoenix Children’s Hospital. 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 with customizable portfolio management and incorporates both in-house and third-party investment managers to implement strategies tailored to clients’ risk profiles.

Josh Williams is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at City National Bank, Indeed, and AXIO Financial. 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 a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Matthew Hirshberg is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2026, he worked at UBS Financial Services for four years and held positions at Republic Services, Inc. and Seagate Technology. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies delivered via in-house and third-party managers, supported by its capital markets capabilities and integrated financial solutions.

Lucas Felbel is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the CFP® designation along with Series 63, 66, and 65 licenses. Prior to joining RBC in 2025, he worked at Dynamic Wealth Advisors for five years and at M.S. Howells and Company for three years. Outside of advising, he operates a sole proprietorship overseeing a management company. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by a broad capital-markets platform.

Marvin L Stancil II is a CFP® with 19 years of industry experience. He is currently with RBC Capital Markets and previously worked at UBS Financial Services for 17 years. Outside of financial advising, he owns and operates Stancil Holdings LLC, a private company that does business as Elegant Anomaly Reptiles. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Michael Dwyer is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates and RBC Capital Markets Corporation. Based in Phoenix, AZ, he joined RBC Capital Markets in 2025. 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 portfolio management, financial planning, and brokerage services, employing a mix of in-house and third-party managers tailored to each client's risk profile.

Shea Boulware Creed is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Shea has been with RBC Capital Markets since 2009 and serves on the budget and investment review committee for the nonprofit community center Benavilla. Additionally, Shea participates in strategic planning for Forest Highlands Golf Club. 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 investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.