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 at RBC Capital Markets in St. Louis, MO, holding Series 65 and Series 63 licenses. He began his advisory career in 2026, following eight years of service in the United States Air Force and a position with the Washington Air National Guard. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Stevie Buckley is a financial advisor with RBC Capital Markets in St. Louis, MO, holding a Series 66 designation and having one year of industry experience. Prior to joining RBC Capital Markets in 2024, Buckley worked at Central Investment Advisors and Central Bank of Boone County. 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 various wrap fee advisory programs and employs tailored investment strategies implemented through a combination of in-house and third-party managers.

Tyler Cox is a financial advisor at RBC Capital Markets with six years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at Merrill for nine years and St. Louis Bank for one year. 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 tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers along with solutions such as discretionary portfolio management, financial planning, and brokerage services.

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 with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes eight years at Wells Fargo Clearing. Novak serves as a FINRA arbitrator, handling arbitration cases related to the securities industry. RBC Wealth Management, a division of RBC Capital Markets, offers a wide range of advisory and brokerage services to individual and institutional clients, including portfolio management and financial planning. The firm employs tailored strategies that incorporate in-house and third-party investment managers, tax management, and responsible-investing options.

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 designations and 33 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 24 years and has been with RBC Capital Markets since 2025. 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 with personalized strategies implemented through a combination of in-house and third-party managers, providing a broad range of investment and financial planning 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 at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as treasurer for the Asthma Allergy Foundation of St. Louis, participates on the finance committee for the Ladue School District, 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 a range of advisory programs that offer portfolio management, financial planning, and brokerage services. The firm employs a customized investment approach using both in-house and third-party managers and provides integrated capital markets and alternative investment solutions.

James Goralnik is a financial advisor with RBC Capital Markets in St. Louis, MO, holding Series 63 and Series 66 licenses and over 25 years of industry experience. His career includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. In addition to his advisory work, he serves as an adjunct instructor teaching an investments course at Washington University's Olin School of Business. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to a diverse client base, including individual and institutional investors. The firm customizes strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

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.