Advisors at this firm
Barbara B
Series 66
Conshohocken, PA
RBC Capital Markets
Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. 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 various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.
April E
Series 63, Series 66
Leawood, KS
RBC Capital Markets
April Emeola is a financial advisor with RBC Capital Markets in Leawood, KS, holding Series 63 and Series 66 licenses with seven years of industry experience. She began her career at UBS Financial Services, where she worked for five years before joining RBC Capital Markets in 2017. Outside of finance, she is employed selling personal care products at Bath and Body Works. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a blend of in-house and third-party investment managers and emphasizes tailored strategies based on clients’ risk profiles.
Michael L
Series 66
New York, NY
RBC Capital Markets
Michael Lindvall is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds the Series 66 designation and has previously served in the United States Army Reserve from 2005 to 2018 as well as the Veterans of Foreign Wars from 2015 to 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets and asset management capabilities.
Elizabeth S
Series 63, Series 65
Westport, CT
RBC Capital Markets
Elizabeth Schroder is a financial advisor at RBC Capital Markets with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, following a period at City National Bank. 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 various advisory programs with tailored investment strategies using both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.
Trent N
Series 63, Series 65
Bradenton, FL
RBC Capital Markets
Trent Nelson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Merrill and Bank of America. Outside of advising, he is involved in managing a real estate holding company, overseeing maintenance activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.
Philip H
Series 63, Series 65
Frisco, TX
RBC Capital Markets
Philip Hammitt is a financial advisor with RBC Capital Markets based in Frisco, TX. He holds Series 63 and Series 65 designations and has 32 years of industry experience. His work history includes roles at City National Bank since 2016 and RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies to each client’s risk profile, utilizing a combination of in-house and third-party managers.
Jack F
Series 66
Seattle, WA
RBC Capital Markets
Jack Fisher is a financial advisor at RBC Capital Markets with three years of industry experience. He previously worked at Raymond James & Associates and has held positions at Albertsons, Redfin, Kelly Services Inc, Conduent, and Wells Fargo. Jack holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a combination of in-house and third-party investment managers.
Joshua R
Series 63, Series 65
Stillwater, MN
RBC Capital Markets
Joshua Rebholz is a financial advisor at RBC Capital Markets with 10 years of industry experience. He previously worked at Morgan Stanley and Capital Insight Partners LLC. Rebholz serves on multiple nonprofit boards, including the Courage Kenny Foundation and the MN Brain Injury Alliance, and is involved in organizing charity golf events. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies through a combination of in-house and third-party managers, with options for tax management and responsible investing.
Rachel S
CFP®, Series 63, Series 65
Hartford, CT
RBC Capital Markets
Rachel Sorrentino is a CFP® with 28 years of experience in the financial services industry. She is currently with RBC Capital Markets and has held prior roles at Janney Montgomery Scott and Commonwealth Financial Network. Outside of her advisory work, she is active as a driver for ride-sharing services. 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 and advisory programs utilizing both in-house and third-party managers, with capabilities in discretionary portfolio management, financial planning, and integrated capital markets services.
Jennifer H
Series 66
Frisco, TX
RBC Capital Markets
Jennifer Hansard is a financial advisor with RBC Capital Markets based in Frisco, TX. She holds a Series 66 designation and has seven years of industry experience. Prior to joining RBC in 2025, she worked at Sanctuary Advisors, Sanctuary Securities, Merrill, and Lee Transervices. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers and employing strategies tailored to each client’s risk profile.
George G
Series 66
Florham Park, NJ
RBC Capital Markets
George Grube is a financial advisor with RBC Capital Markets, holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2021, he worked in various non-financial roles including positions at A La Cart and Buffalo Wild Wings. Outside of his advisory duties, he is employed with Hudmed LLC, assisting in hospital sanitation, and contributes part-time to Grape Expectations, Inc., a private wine-related 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 tailored advisory programs with discretionary and non-discretionary portfolio management, utilizing a combination of in-house and third-party investment managers to meet clients’ investment objectives.
Denise P
Series 63, Series 66
Fort Collins, CO
RBC Capital Markets
Denise Peloza is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Truist Advisory Services, TRUIST Investment Services, BB&T Securities, and UBS Financial Services. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, supported by a broad range of in-house and third-party investment managers.
Cole R
Series 66
Palm Beach Gardens, FL
RBC Capital Markets
Cole Rowsell is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL. He holds a Series 66 designation and has three years of industry experience, including prior roles at LPL Financial and Silver Edge Financial Group. His background also includes work in the golf and retail sectors and time spent at Florida Gulf Coast University. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients from individual investors to institutions and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate third-party managers, tax management, and responsible investing options.
Carla G
Series 66
Vienna, VA
RBC Capital Markets
Carla Gomez is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2012. Outside of her advisory role, she serves on the board of her local homeowners association in Vienna, Virginia. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies utilizing both in-house and third-party investment managers.
Ryan C
Series 66
Florham Park, NJ
RBC Capital Markets
Ryan Carr is a financial advisor with RBC Capital Markets in Florham Park, NJ, holding a Series 66 designation and 20 years of industry experience. He has previously worked at Merrill, Stapede Consulting, and Credit Suisse. Carr volunteers as an officer with the Morristown Girls Soccer Boosters, assisting with team event organization and practice supervision. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations, offering customized portfolio management and advisory programs with a range of investment options and services.