St. Louis, MO Office

Jeffrey Forgerson is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Morgan Stanley Smith Barney, Edward Jones, and Scottrade Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Cole Frierdich is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 65 credentials. He has one year of industry experience and has previously worked at NYLIFE Securities LLC, New York Life Insurance Company, First Command Brokerage Services Inc., and served eight years in the United States Air Force and Washington Air National Guard. 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 various in-house and third-party managers.

Stevie Buckley is a financial advisor at RBC Capital Markets with two years of industry experience. Buckley holds a Series 66 designation and previously worked at Central Investment Advisors and Central Bank of Boone County. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party managers, with options for tax management and responsible investing.

Tyler Cox is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 designations and six years of industry experience. He previously worked at Merrill for nine years and St. Louis Bank for one year before joining RBC Capital Markets. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Matthew Goldenberg is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has held positions at U.S. Bancorp Investments, Inc. for 23 years, as well as City National Bank. 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, supported by a broad range of portfolio management, financial planning, custody, and brokerage services.

Robert Funke is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves on the finance committee of St. Margaret Mary Alacoque Catholic Parish and participates in fundraising efforts for the Catholic Disability Foundation and the White House Retreat Center. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm offers customized investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Justin Novak is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 10 years. Novak also serves as a FINRA arbitrator in investment-related cases. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through various advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored strategies based on clients’ risk profiles and utilizes both in-house and third-party investment managers.

Brian Bell is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at City National Bank and J.P. Morgan Securities. He serves on the board of Money Smarts School for Children, a nonprofit focused on increasing financial literacy among youth, where he assists with teaching and awareness efforts. 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 customized investment strategies through multiple advisory programs, utilizing both in-house and third-party managers to implement portfolios tailored to client risk profiles.

Matthew Hearring is a financial advisor with RBC Capital Markets in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. 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 various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment managers.

James Richardson is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His previous roles include a 24-year tenure at U.S. Bancorp Investments, Inc. Prior to that, he has been with RBC Capital Markets and City National Bank since 2025 and 2026, respectively. 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 multiple advisory programs with tailored investment strategies that incorporate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Aaron Foster is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Outside of his advisory work, he is a partial owner of a family farm managed through an LLC for multigenerational purposes. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with a range of advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles. The firm utilizes a combination of in-house and third-party investment managers and offers integrated capital-markets and alternative investment capabilities.

Caleb Yeargain is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His career includes roles at City National Bank, U.S. Bancorp Investments, U.S. Bank, TD Ameritrade, and Scottrade. 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 tailored investment strategies through a variety of advisory programs, combining in-house and third-party management with options for rebalancing, tax management, and responsible investing.

Michael Mcmurtrey is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Clearing and has been with RBC Capital Markets since 2020. Outside of his advisory role, he serves as Treasurer for the Asthma Allergy Foundation of St. Louis, participates on the Ladue School District Finance Committee, is a member of the St. Louis Zoo Planned Giving Committee, and teaches as an adjunct instructor at Saint Louis University. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through a variety of advisory programs. The firm combines discretionary and non-discretionary portfolio management with financial planning and custody services, utilizing both in-house and third-party investment managers to meet client objectives.

James Goralnik is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including City National Bank and Wells Fargo Clearing. He also serves as an adjunct instructor for an investments course at Washington University's Olin School of Business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored investment and financial planning services through various advisory programs and a combination of in-house and third-party investment management.

Paul Cavallini is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Morgan Stanley and City National Bank. Outside of his advisory role, Cavallini serves on the boards of the NHL Alumni Association and the St. Louis Blues Alumni Association and coaches varsity hockey at Saint Louis Priory School. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, integrating in-house and third-party investment managers along with options for tax management and responsible investing.