RBC Wealth Management congratulates 228 financial advisors named to Forbes “Best-In-State Wealth Advisors” list

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MINNEAPOLIS (April 8, 2025) — RBC Wealth Management, one of the nation’s largest full-service wealth management firms, announced that 228 financial advisors were named to the Forbes “Best-in-State Wealth Advisors” list for 2025, an increase of 40 advisors from last year.

The annual award recognizes top financial advisors at national, independent, regional and bank broker-dealers from across the country based on factors such as client retention, industry experience, and qualitative criteria including assets under management and revenue generated for their firms.

“We’re proud to see our advisors recognized by Forbes as Best-In-State Wealth Advisors,” said Michael Armstrong, CEO of RBC Wealth Management–U.S. “This honor reflects the high level of trust they’ve earned and the meaningful difference they make in the lives of their clients.”

The complete list of RBC Wealth Management’s Best-In-State Wealth Advisors include:

  • Pete Alepra – Cedar Rapids, IA
  • Brian Amster – Boca Raton, FL
  • Eric Anderson – Minneapolis, MN
  • Christopher Andreach – Florham Park, NJ
  • Lawrence Andrews – La Jolla, CA
  • Brett Bartman – Nashville, TN
  • Patricia Baum – Annapolis, MD
  • Shayne Beecher – Lancaster, PA
  • Ryan Birkhauser – Lake Forest, IL
  • Michael Blonkvist – Midland, TX
  • Kevin Blonkvist, Sr. – Midland, TX
  • Bradley Blum – Roanoke, VA
  • Robert Boland – Philadelphia, PA
  • Brad Bosart – Bloomfield Hills, MI
  • Robert Bosart – Bloomfield Hills, MI
  • Shea Boulware-Creed – Phoenix, AZ
  • Robert Bourgault – Providence, RI
  • Thomas Brandt – Wayzata, MN
  • William Bredice – Kirkland, WA
  • Jason Burkett – Fort Collins, CO
  • Stephen Burt – Lincoln, NE
  • Michael Busick – Green Bay, WI
  • Matthew Buzzell – Rochester, MN
  • Robert Carmichael – Walnut Creek, CA
  • Thomas Carter III – Annapolis, MD
  • Chris Cates – Albuquerque, NM
  • Grant Chaney – Raleigh, NC
  • Jay Chapman – Edina, MN
  • Catherine Chen – San Francisco, CA
  • Blaine Christensen – Casper, WY
  • Nicholas Ciriello – Beverly Hills, CA
  • Gabrielle Clemens – Boston, MA
  • Brian Coatoam – Winter Park, FL
  • Clay Coffeen – Phoenix, AZ
  • Joshua Cohen – Buffalo Grove, IL
  • Sean Collins – Seattle, WA
  • John Conlin – Shoreview, MN
  • Garth Conner – Tacoma, WA
  • Marc Coopersmith – Florham Park, NJ
  • Jackson Cousins – Portland, ME
  • James Covell – Hampton Bays, NY
  • Tim Cowdrey – Scottsdale, AZ
  • Patrick Cummings – Portland, OR
  • Kris Dahl – Scottsdale, AZ
  • Beth Dale – Atlanta, GA
  • Grant DeVaul – Century City, CA
  • Mark Dewane – Phoenix, AZ
  • Joe Di Vito – Phoenix, AZ
  • Edward DiConza – Westport, CT
  • Frank Dingle – Hunt Valley, MD
  • Hilary Doherty – Kirkland, WA
  • Ollin Driver – Atlanta, GA
  • Michael Dukovich – Sewickley, PA
  • Thomas Elliot – Bainbridge Island, WA
  • Patrick Elliot – Bainbridge Island, WA
  • Karen English – Spokane, WA
  • Eric Englund – Greenbrae, CA
  • Bryon Epple – Bel Air, MD
  • Blake Epstein – Philadelphia, PA
  • Ann Marie Etergino – Chevy Chase, MD
  • Vance Falbaum – Tucson, AZ
  • Patrick Farley – Greenbrae, CA
  • Timothy Farley – Minnetonka, MN
  • Justin Fletchall – Madison, WI
  • Andrew Foldenauer – Richmond, VA
  • Melanie Folstad – Chevy Chase, MD
  • Louis Foran – Columbia, MD
  • Brian Ford – Richmond, VA
  • Leslie Fox – Houston, TX
  • Carsten Frederiksen – Dallas, TX
  • Benjamin Freeman – Edina, MN
  • Rick Friedman – Houston, TX
  • Phillip Friesen – Lufkin, TX
  • Aaron Gabrielian – Easton, MD
  • David Galardini – Canonsburg, PA
  • Chuck Gall – Portland, OR
  • Marina Galli – Palm Beach Gardens, FL
  • Michael Gara – Princeton, NJ
  • Mike Geri – Seattle, WA
  • Eric Glasband – Boca Raton, FL
  • Rebecca Glasgow – Atlanta, GA
  • Gregory Glosser – Dallas, TX
  • Chad Goerner – Princeton, NJ
  • Michael Graziani – Bloomfield Hills, MI
  • Miles Green – St. Petersburg, FL
  • Ryan Griego – Pueblo, CO
  • Edward Griswold – Wellesley Hills, MA
  • Brannon Guyette – Green Bay, WI
  • Todd Halbrook – Newport Beach, CA
  • Philip Hammitt – Frisco, TX
  • Cynthia Hansen – Greenwood Village, CO
  • David Heide – Palos Heights, IL
  • Paul Hendershot – Dallas, TX
  • David Henwood – St. Petersburg, FL
  • Bill Herf – Scottsdale, AZ
  • Laura Herrera – Hagerstown, MD
  • John Hershey III – Hagerstown, MD
  • William Hertzog – Phoenix, AZ
  • Mike Heuple – Vienna, VA
  • Kirk High – Fort Worth, TX
  • Scott Hill – Kirkland, WA
  • David Hillard – Rapid City, SD
  • Brandon Honcoop – Kirkland, WA
  • Susan Hovanec – Washington, D.C.
  • Aaron Howe – Wayzata, MN
  • Margaret Jackson – Annapolis, MD
  • Ben Joel – Atlanta, GA
  • Mark Johnson – Wayzata, MN
  • Mark Johnston – Dallas, TX
  • Vincent Jones – Duluth, MN
  • Lori Keller – Rapid City, SD
  • Richard Kelley Jr – Omaha, NE
  • Michael Kemp – Roanoke, VA
  • Maureen Kerrigan – Providence, RI
  • Kelly Kilkenny Hale – Portland, OR
  • Peter Kline – Cheyenne, WY
  • Andrew Kloess – Kirkland, WA
  • Matthew Kock – Minocqua, WI
  • Daniel Kolb – Brookfield, WI
  • Heather Krause – Seattle, WA
  • Chris Kulesa – Leawood, KS
  • Tania Kvakic – Phoenix, AZ
  • Mike Ladge – Beverly Hills, CA
  • Jeri Larrinaga – Pueblo, CO
  • John Larsen – Mequon, WI
  • Jackie Larson – Minnetonka, MN
  • Leslie Lauer – Atlanta, GA
  • Barbara Letvinchuk – Nashua, NH
  • Christopher Leverett – Rochester, NY
  • Nelson Link – Roanoke, VA
  • Eden Lopez-Robles – New York, NY
  • Adam MacDonald – Newport Beach, CA
  • Matthew Manning II – York, PA
  • Wade Martin – Princeton, NJ
  • Mary Mathias – Washington DC
  • Robert McCarthy – Raleigh, NC
  • David McClure – Charlotte, NC
  • Brooke McGeehan – Princeton, NJ
  • Stephen McGovern – Stuart, FL
  • Ryan McHugh – Bend, OR
  • Scott Merriman – Seattle, WA
  • David Miller – Huntington, WV
  • Henry Miller IV – Richmond, VA
  • David Milowe – Wellesley Hills, MA
  • Matthew Montalbano – Rockford, IL
  • Andrew Moore – Fort Collins, CO
  • David Moskovitz – Kirkland, WA
  • Cyril Mouaikel – Watertown, NY
  • Katie Mueller – Billings, MT
  • Rhett Neuman – Stillwater, MN
  • Tonya Nichols – Portland, OR
  • Beth Norman – Madison, WI
  • Steven Ogle – San Antonio, TX
  • Graham O’Kelly – Newport Beach, CA
  • Carlton Pace – San Jose, CA
  • Mark Palombi – Stuart, FL
  • Raymond Paquet – Oklahoma City, OK
  • Robert Parr – Vienna, VA
  • Tom Paulson – Lake Forest, IL
  • Thomas Pink – Minnetonka, MN
  • Chip Pisoni – Scottsdale, AZ
  • Dustin Poretskin – Florham Park, NJ
  • Wes Pruitt – Houston, TX
  • Thomas Quigley – Eau Claire, WI
  • John Randolph – Wayzata, MN
  • Wael Rashidi – Green Bay, WI
  • Heather Reed – Eugene, OR
  • Jon Resin – Manhattan Beach, CA
  • Michael Riley – Rockville, MD
  • Tom Riley – Longview, TX
  • Christopher Rogers – Seattle, WA
  • Joe Romero – Albuquerque, NM
  • Beth Rosenwald – Baltimore, MD
  • Steven Ross – Chevy Chase, MD
  • Dan Rothenburg – Los Angeles, CA
  • Curt Rubinas – Atlanta, GA
  • Blake Rusk – Houston, TX
  • Alex Rykken – Edina, MN
  • Peter Sadlo – Clayton, MO
  • Skyler Sandry – Bettendorf, IA
  • Bruce Sandry – Davenport, IA
  • Diane Schaefer – Washington, D.C.
  • Bradley Schindler – Lincoln, NE
  • Wayne Schluchter – St. Cloud, MN
  • Patrick Severo – Beverly Hills, CA
  • Reva Shakkottai – El Segundo, CA
  • Kimberly Shappee – Missoula, MT
  • Fred Sherrill – Annapolis, MD
  • Benjamin Sicoli – Portland, ME
  • Jared Smith – Charlotte, NC
  • Thomas Smith – Tyler, TX
  • David Sogge – Greenwood Village, CO
  • Gerald Spessard – Hagerstown, MD
  • Dennis Stanek – Farmington, CT
  • Paula Steinberg – New York, NY
  • Christopher Steinhauer – Philadelphia, PA
  • Roger Stephens – Los Angeles, CA
  • Rick Sterling – Wayzata, MN
  • Amy Sturtevant – Washington, D.C.
  • Alex Sugar – Boston, MA
  • Deborah Sullivan – Canonsburg, PA
  • John Sutton – Bel Air, MD
  • Kristie Svejda – Leawood, KS
  • Cason Swinn – Las Vegas, NV
  • Christopher Tancill – Madison, WI
  • Holli Terry – Frisco, TX
  • David Thompson – Newport Beach, CA
  • Daniel Toll – Las Vegas, NV
  • DJ Totland – Red Bank, NJ
  • Paul Tropea – Mt. Laurel, NJ
  • Jerry Truman – Chevy Chase, MD
  • Telby Turner – Palm Beach Gardens, FL
  • Kirstin Turner – Palm Beach Gardens, FL
  • Thomas Van Dyck – San Francisco, CA
  • Christoper VanDusen – Philadelphia, PA
  • Patrick Vaughan, Jr. – Hunt Valley, MD
  • Kurt Veldhuizen – Minocqua, WI
  • Christopher Vollmer – New York, NY
  • Todd Weiland – Atlanta, GA
  • Brian Wells – Greenbrae, CA
  • Brad Wheelock – Naples, FL
  • Scott Wick – Brookfield, WI
  • Mark Wilkins – Denver, CO
  • Micah Williams – Rapid City, SD
  • Carol Wilshire – El Segundo, CA
  • Ayesha Yasin – Washington, D.C.
  • Nora Yousif – South Easton, MA
  • Johnny Yun – Vienna, VA

About RBC Wealth Management–U.S.

Founded in 1909, RBC Wealth Management delivers trusted advice and world-class wealth solutions to individuals, families and institutions. A subsidiary of Royal Bank of Canada (RBC), it is one of the largest full-service wealth management firms in the U.S., supporting the complex needs of high-net-worth and institutional clients by providing access to private banking, credit, investment management, asset management and other services. In the United States, RBC Wealth Management had $667 billion in total client assets (as of January 31, 2025) with more than 2,200 financial advisors operating from 192 locations in 42 states. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. Learn more at rbcwm.com.

Media contact

Kris Herberg, Director, Communications, RBC Wealth Management, 612-371-2987 kris.herberg@rbc.com

The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.