San Diego, CA W. Broadway Office

Amy Melton is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 license and previously worked at Brookfield Asset Management and Northern Trust Corporation. Melton’s educational background includes four years at DePauw University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs a client-specific investment approach using both in-house and third-party managers, supported by a broad capital-markets platform.

Sanya Mulhern is a financial advisor with RBC Capital Markets in San Diego, CA, holding a Series 66 designation and 21 years of industry experience. She has worked with City National Bank and RBC Capital Markets, LLC for the past 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

James Lynch is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lynch is based in San Diego, CA. 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 that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies based on each client’s risk profile and utilizing a combination of in-house and third-party investment managers.

Steven Lahre is a financial advisor with RBC Capital Markets in San Diego, CA, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2016. Lahre serves on the board of the San Diego High School Academy of Finance, where he mentors students and provides guidance. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers a range of advisory programs and financial services to individuals, institutions, pension plans, corporations, and charitable organizations. The firm customizes investment strategies based on clients’ risk profiles and utilizes both in-house and third-party managers, with options for tax management and responsible-investing screens.

Courtney Allen is a financial advisor with RBC Capital Markets in San Diego, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with RBC Capital Markets since 2012. 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 various wrap fee advisory programs and tailors investment strategies to clients’ advisory risk profiles using a combination of in-house and third-party managers, with options for tax management and responsible-investing screens.

Shaun Alzate is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, LPL Financial, Wayne Hummer Investments L.L.C., and RSM Insurance Agency Services. 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 that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Michelle Colombo is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2016. Outside of her advisory role, she is involved with LiamFinn - Allford Wealth Strategies, a support company unrelated to investment activities. 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 portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

William Allford is a financial advisor with RBC Capital Markets in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, he serves on the Board of Directors for the NSAC Alano Club, a nonprofit recovery 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 a range of advisory programs with customizable portfolio management solutions, leveraging both in-house and third-party investment resources.

Jeremy Pursch is a CFP® with 17 years of industry experience and has been with RBC Capital Markets since 2014. He holds the Series 66 designation and is based in San Diego, CA. 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 multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Emily Ueno is a financial advisor at RBC Capital Markets in San Diego, CA, holding a Series 66 designation with one year of industry experience. Prior to joining RBC Capital Markets, she worked in roles at Rivian and Agile Pursuits, among other organizations. RBC Wealth Management 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 tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s capital markets capabilities and affiliated asset management resources.

David Schrager is a financial advisor with RBC Capital Markets based in San Diego, CA, holding a Series 66 designation and 24 years of industry experience. His career includes positions at City National Bank, Bank of America, and Merrill. Outside of advising, he is involved in managing several rental properties as a sole proprietor. 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, utilizing a mix of in-house and third-party investment managers.

Jeffrey Wilson is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TD Ameritrade and multiple sportfishing-related businesses. Outside of finance, he works as an independent contractor for Uber Eats, delivering food locally. RBC Wealth Management serves a wide range of clients including individuals, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers and provides customizable portfolio strategies tailored to clients’ risk profiles.

Ryan Souligny is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2014 and City National Bank since 2016. Outside of his financial career, he is involved in private business ventures including ownership of a music production company and a partnership in a San Diego-based restaurant and microbrewery. 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 various advisory programs with tailored investment strategies that utilize both in-house and third-party managers, and features a broad capital markets and asset management platform.

Rachel Paulin is a financial advisor with RBC Capital Markets in San Diego, CA. She holds Series 63 and Series 65 designations and has 46 years of industry experience. She has been with RBC Capital Markets since 2014. 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 variety of wrap fee advisory programs with tailored strategies, combining in-house and third-party managers to provide discretionary and non-discretionary portfolio management and related financial services.

Christopher Wells is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at RBC Capital Markets since 2014 and at City National Bank since 2017. Outside of his advisory role, he is a passive owner of a real estate development and management business. 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 that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.