RBC Securities, Inc.

Germon Mosley is a financial advisor at RBC Securities, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at City National Securities, Inc., UnionBanc Investment Services LLC, Citigroup, and Union Bank. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans. The firm offers financial planning and portfolio management through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor, RBC Rochdale.

Vincent Tropea is a CFP® credentialed financial advisor with 31 years of industry experience, currently with RBC Securities, Inc. He has been with City National Bank since 2010. Outside of his advisory role, he is the sole proprietor of the Tropea Family Trust, which focuses on single-family real estate investment. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm’s investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which manages portfolios with mutual funds, ETFs, SMAs, and individual securities.

Bryant Saydah is a CFP® credentialed financial advisor at RBC Securities, Inc. with 31 years of industry experience. His prior roles include positions at City National Securities, JPMorgan Chase Bank, and JP Morgan Securities LLC. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its services within a broad financial services group affiliated with a bank parent and related entities, providing financial planning, portfolio management, and ongoing reporting to clients.

Christopher Johnson is a financial advisor at RBC Securities, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at City National Securities, Inc., CITY NATIONAL BANK, and Unionbanc Investment Services. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank, offering financial planning, portfolio management, and various custodial and cash-management features.

Raymond Martinez Jr. is a financial advisor at RBC Securities, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank and CITI Private Bank. Martinez serves as a board member for the San Diego Volunteer Lawyer Program, a nonprofit providing pro-bono legal services to disadvantaged individuals. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates advisory services within a broader financial services group affiliated with a bank, providing portfolio management and financial planning supported by an affiliated sub-advisor.

Kevin Glueckert is a financial advisor at RBC Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Securities, Merrill, Morgan Stanley, U.S. Trust Bank of America, and spent six years with the New York Football Giants. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delivers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor, RBC Rochdale.

Gabrielle Beard is a financial advisor with RBC Securities, Inc. She holds the Series 66 designation and has prior experience at City National Securities, Inc. and City National Bank. Outside of finance, she has worked in event-related roles including Anna Marie Events and Pop Ups Unlimited. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates within a broad financial services group affiliated with a bank and offers discretionary portfolio management, financial planning, and ongoing reporting.

Craig Kelley is a CFP® with 15 years of industry experience, currently affiliated with RBC Securities, Inc. He has worked at City National Bank since 2000. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management, delegating investment management to its affiliated sub-advisor, RBC Rochdale, and operates within a broad financial services group that includes banking, trust, and municipal advisory activities.

Dustin Hansen is a financial advisor with RBC Securities, Inc., holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at U.S. Bank, MUFG Union Bank, and Wells Fargo, reflecting a lengthy career in the financial services sector. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm is affiliated with a broad financial services group, providing integrated solutions including discretionary portfolio management implemented by its sub-advisor, RBC Rochdale.

John Brouillard Jr. is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He is currently affiliated with RBC Securities, Inc. and has been with City National Securities, Inc. since 2015. Outside of his advisory role, he is involved with Summer Search, a charitable foundation, where he leads the planning committee for an annual golf and tennis fundraiser event. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management services with a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and ongoing reporting to its clients.

Herald Podger is a financial advisor at RBC Securities, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with City National Bank since 2010. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory business within a broader financial services group affiliated with a bank, offering portfolio management through an affiliated sub-advisor and a range of custodial and cash-management features.

Anthony Rodriguez is a financial advisor at RBC Securities, Inc. with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining RBC Securities, he worked at City National Securities and City National Bank since 2018, with earlier roles at Wells Fargo clearing Services LLC and Wells Fargo Bank NA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines investment management by an affiliated sub-advisor with integrated financial services through a bank-affiliated multi-team structure.

Mangesh Kulkarni is a financial advisor at RBC Securities, Inc. He holds a Series 66 designation and has worked in the financial industry since 2019, including positions at City National Securities, Inc., Finley, Capital One, Silicon Valley Bank, and Prudential Financial. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines financial planning and portfolio management with access to affiliated investment sub-advisors and a broad financial services group that includes trust, municipal advisory, and trading businesses.

Peter Litton is a financial advisor with RBC Securities, Inc. based in La Jolla, CA. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. His prior work includes roles at City National Bank and Comerica Securities, Inc., as well as Comerica Bank. Outside of advising, he is an officer of Litton Enterprises, an S-Corp co-owned with his brother that holds a minority share in the Norfolk Tides minor league baseball team. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory services within a broad financial services group affiliated with a bank parent, offering financial planning, portfolio management, and custodial features through a multi-team platform.

Andrew Allen is a financial advisor with RBC Securities, Inc. in New York, NY, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at City National Securities, Bank of America, and Merrill. Outside of his advisory work, he serves as a director of the Adam J. Lewis Academy and is a member of the Peale Foundation, Inc., both nonprofit organizations. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor and integrates services within a broad financial group including banking, trust, municipal advisory, and trading businesses.