RBC Wealth Management congratulates 285 advisors named to the 2026 Forbes “Best-In-State Wealth Advisors” ranking

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MINNEAPOLIS (April 8, 2026) — RBC Wealth Management announces that 285 advisors were recognized on the annual Forbes “Best-In-State Wealth Advisors” list for 2026.

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 are thrilled to see so many RBC Wealth Management advisors named to the Forbes ‘Best-In-State Wealth Advisors’ list for 2026,” said Michael Armstrong, CEO of RBC Wealth Management–U.S. “This award highlights their expertise and commitment to delivering tailored financial solutions.”

The complete list of RBC Wealth Management advisors named to the Forbes “Best-In-State Wealth Advisors” ranking for 2026:

  • Brian Adams – Lincoln, NE
  • Brian Addington – San Francisco, CA
  • Brian Amster – Boca Raton, FL
  • Eric Anderson – Minneapolis, MN
  • Christopher Andreach – Florham Park, NJ
  • Larry Andrews – La Jolla, CA
  • Kurt Atkinson – St. Paul, MN
  • Jason Babb – New York, NY
  • Brett Bartman – Nashville, TN
  • Patricia Baum – Annapolis, MD
  • Shayne Beecher – Lancaster, PA
  • Rick Bellew – Boston, MA
  • Ryan Birkhauser – Lake Forest, IL
  • Michael Blonkvist, Jr. – Midland, TX
  • Kevin Blonkvist, Sr. – Midland, TX
  • Robb Boland – Philadelphia, PA
  • Rob Bosart – Bloomfield Hills, MI
  • Brad Bosart – Bloomfield Hills, MI
  • Shea Boulware-Creed – Phoenix, AZ
  • Bob Bourgault – Providence, RI
  • Tom Brandt – Wayzata, MN
  • William Bredice – Kirkland, WA
  • Alex Brown – Vienna, VA
  • Jason Burkett – Fort Collins, CO
  • Eric Burt – Wellesley Hills, MA
  • Stephen Burt – Lincoln, NE
  • Mike Busick – Naples, FL
  • Jeff Butterfield – Lincoln, NE
  • Matt Buzzell – Rochester, MN
  • William Cabell – Richmond, VA
  • David Callot – Paramus, NJ
  • 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
  • Daniel Chillemi – Indianapolis, IN
  • Blaine Christensen – Casper, WY
  • Nicholas Ciriello – Beverly Hills, CA
  • Brian Coatoam – Winter Park, FL
  • Clay Coffeen – Phoenix, AZ
  • Josh Cohen – Buffalo Grove, IL
  • Sean Collins – Seattle, WA
  • Garth Conner – Tacoma, WA
  • Eric Cook – Rochester, NY
  • Marc Coopersmith – Florham Park, NJ
  • Jackson Cousins – Portland, ME
  • Jim Covell – New York, NY
  • Tim Cowdrey – Scottsdale, AZ
  • Patrick Cummings – Portland, OR
  • Kris Dahl – Scottsdale, AZ
  • Beth Dale – Atlanta, GA
  • Roy DeCaro – Philadelphia, PA
  • Glenn Degenaars – New York, NY
  • Grant DeVaul – Century City, CA
  • Mark Dewane – Phoenix, AZ
  • Joe Di Vito – Phoenix, AZ
  • Ed DiConza – New York, NY
  • Steve Dimino – Red Bank, NJ
  • Frank Dingle – Hunt Valley, MD
  • Hilary Doherty – Kirkland, WA
  • Randy Driver – Asheville, NC
  • Aaron Dykas – Eagle, ID
  • Patrick Elliott – 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
  • Tim Farley – Minnetonka, MN
  • Justin Fletchall – Madison, WI
  • Andy Foldenauer – Richmond, VA
  • Melanie Folstad – Chevy Chase, MD
  • Lou Foran – Columbia, MD
  • Brian Ford – Richmond, VA
  • Les Fox – Houston, TX
  • Carsten Frederiksen – Dallas, TX
  • Cash Freeman – Fort Collins, CO
  • Ben Freeman – Edina, MN
  • Sean Frelke – Wilmington, NC
  • Mark Friedman – San Francisco, CA
  • Rick Friedman – Houston, TX
  • Aaron Gabrielian – Easton, MD
  • Dave Galardini – Canonsburg, PA
  • Rama Gali – Sugar Land, TX
  • Chuck Gall – Lake Oswego, OR
  • Marina Galli – Palm Beach Gardens, FL
  • Michael Gara – Princeton, NJ
  • Michael Gee – Florham Park, NJ
  • Mike Geri – Seattle, WA
  • Eric Glasband – Boca Raton, FL
  • Rebecca Glasgow – Atlanta, GA
  • Greg Glosser – Dallas, TX
  • Chad Goerner – Princeton, NJ
  • Jordan Grangard – Las Vegas, NV
  • Michael Graziani – Bloomfield Hills, MI
  • Miles Green – St. Petersburg, FL
  • Ryan Griego – Pueblo, CO
  • Andy Griswold – Wellesley Hills, MA
  • Brannon Guyette – Green Bay, WI
  • Todd Halbrook – Irvine, CA
  • Phil Hammitt – Frisco, TX
  • Cynthia Hansen – Greenwood Village, CO
  • Brooke Hawley – Seattle, WA
  • Dave 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
  • Michael Heuple – Vienna, VA
  • Kirk High – Fort Worth, TX
  • Scott Hill – Kirkland, WA
  • David Hillard – Rapid City, SD
  • Garth Holbert – Spokane, WA
  • Brandon B. Honcoop – Kirkland, WA
  • Susan Hovanec – Washington, DC
  • Aaron Howe – Wayzata, MN
  • Sean Howe – Vienna, VA
  • Bill James – Columbus, OH
  • Ben Joel – Atlanta, GA
  • Mark Johnson – Wayzata, MN
  • Mark Johnston – Dallas, TX
  • Casey Jones – Atlanta, GA
  • Vincent Jones – Duluth, MN
  • Rick Kelley, Jr. – Omaha, NE
  • Mike Kemp – Roanoke, VA
  • Maureen Kerrigan – Providence, RI
  • Kelly Hale – Portland, OR
  • Pete Kline – Cheyenne, WY
  • Andrew Kloess – Kirkland, WA
  • Matt Kock – Minocqua, WI
  • Daniel Kolb – Brookfield, WI
  • Heather Krause – Edmonds, WA
  • Brian Kroneberger – Hunt Valley, MD
  • Chris Kulesa – Leawood, KS
  • Tania Kvakic – Phoenix, AZ
  • Curtiss LaCross – Albuquerque, NM
  • Mike Ladge – Beverly Hills, CA
  • Steve Lahre – San Diego, CA
  • Jeri Larrinaga – Pueblo, CO
  • Jackie Larson – Minnetonka, MN
  • Leslie Lauer – Atlanta, GA
  • Barbara Letvinchuk – Nashua, NH
  • Christopher Leverett – Rochester, NY
  • Eddie Link – Roanoke, VA
  • Jacob Longoria – Atlanta, GA
  • Eden Lopez-Robles – New York, NY
  • Adam MacDonald – Irvine, CA
  • Pari Magura – Conshohocken, PA
  • Matt Manning II – York, PA
  • Taylor Marino – Hunt Valley, MD
  • Anthony Marrelli – Vienna, VA
  • Wade Martin – Princeton, NJ
  • Mary Mathias – Washington, DC
  • Michael Matta – Spokane, WA
  • Bob McCarthy – Raleigh, NC
  • Liza McCartney – Florham Park, NJ
  • David McClure – Charlotte, NC
  • Neil McDevitt – Seattle, WA
  • Brooke McGeehan – Princeton, NJ
  • Steve McGovern – Stuart, FL
  • Ryan McHugh – Bend, OR
  • Tom Meagher – Bend, OR
  • Michael Meehan – Jericho, NY
  • Phil Mehrer – Minnetonka, MN
  • Scott Merriman – Seattle, WA
  • John Micera – Florham Park, NJ
  • Henry Miller IV – Richmond, VA
  • David Milowe – Wellesley Hills, MA
  • Matthew Montalbano – Rockford, IL
  • Andrew J. Moore – Fort Collins, CO
  • Brynn Morris – Leawood, KS
  • David Moskovitz – Kirkland, WA
  • Cyril Mouaikel – Watertown, NY
  • Katie Mueller – Billings, MT
  • Sanya Mulhern – San Diego, CA
  • Gordon Nearing – Stuart, FL
  • Brian Neault – San Diego, CA
  • Rhett Neuman – Stillwater, MN
  • Tonya Nichols – Lake Oswego, OR
  • Beth Norman – Madison, WI
  • Steven Ogle – San Antonio, TX
  • Graham O’Kelly – Newport Beach, CA
  • Frank O’Neill – Houston, TX
  • Carlton Pace – San Jose, CA
  • Jake Pace – Atlanta, GA
  • Bill Pahl – Atlanta, GA
  • Mark Palombi – Stuart, FL
  • RJ Paquet – Oklahoma City, OK
  • Bob Parr – Vienna, VA
  • Marc Pasquariello-Williams – Denver, CO
  • Tom Paulson – Lake Forest, IL
  • Arthur Pensato – New York, NY
  • Paul Peterman – Rochester, MN
  • Mitch Peters – San Francisco, CA
  • Joe Piche – Wayzata, MN
  • Tom Pink – Minnetonka, MN
  • Chip Pisoni – Scottsdale, AZ
  • Daniel Pluff – Syracuse, NY
  • Anthony Polimeni – Boca Raton, FL
  • Dustin Poretskin – Florham Park, NJ
  • Wes Pruitt – Houston, TX
  • Larry Prutch – Rolling Hills Estates, CA
  • Thomas Quigley – Eau Claire, WI
  • John Randolph – Wayzata, MN
  • Wael Rashidi – Green Bay, WI
  • Heather Reed – Eugene, OR
  • Jon Resin – El Segundo, CA
  • Michael Riley – Rockville, MD
  • Tom Riley – Longview, TX
  • Chris Rogers – Seattle, WA
  • Joseph Romero – Albuquerque, NM
  • Beth Rosenwald – Baltimore, MD
  • Steven Ross – Chevy Chase, MD
  • Dan Rothenberg – Los Angeles, CA
  • Curt Rubinas – Atlanta, GA
  • Blake Rusk – Houston, TX
  • Alex Rykken – Edina, MN
  • Nico Sacchetti – Shoreview, MN
  • Peter Sadlo – Clayton, MO
  • Robert Salon – Conshohocken, PA
  • Bruce Sandry – Bettendorf, IA
  • Skyler Sandry – Bettendorf, IA
  • Gary Sargenti – San Jose, CA
  • Richard A. Schaefer – Tucson, AZ
  • Diane Schaefer – Washington, DC
  • Brad Schindler – Lincoln, NE
  • Wayne Schluchter – St. Cloud, MN
  • Julie Schmiel – Kirkland, WA
  • Scott Serafin – Atlanta, GA
  • Reva Shakkottai – El Segundo, CA
  • Kimberly Shappee – Missoula, MT
  • Chad Sheiner – Colorado Springs, CO
  • Fred Sherrill – Annapolis, MD
  • Benjamin Sicoli – Portland, ME
  • Jared Smith – Charlotte, NC
  • Thomas Smith – Tyler, TX
  • David Sogge – Greenwood Village, CO
  • Jeffrey Souza – Eagle, ID
  • Gerry 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
  • Kylie Strum – Rochester, MN
  • Amy Sturtevant – Washington, DC
  • Alex Sugar – Boston, MA
  • Bernard Suissa – Chevy Chase, MD
  • Deborah Sullivan – Canonsburg, PA
  • John Sutton – Bel Air, MD
  • Kristie Svejda – Leawood, KS
  • Cason Swinn – Las Vegas, NV
  • Michael Taggart – Florham Park, NJ
  • Chris Tancill – Madison, WI
  • Holli Terry – Frisco, TX
  • Maurice Tessier – Sarasota, FL
  • David Thompson – Newport Beach, CA
  • Paul Tropea – Mount Laurel, NJ
  • Harris Tuchman – Boca Raton, FL
  • Kirstin Turner – Palm Beach Gardens, FL
  • Telby Turner – Palm Beach Gardens, FL
  • Tom Van Dyck – San Francisco, CA
  • Chris VanDusen – Philadelphia, PA
  • Patrick Vaughan, Jr. – Hunt Valley, MD
  • Kurt Veldhuizen – Minocqua, WI
  • Christopher Vollmer – New York, NY
  • Anne-Marie Wade – Billings, MT
  • Chris Walker – Hunt Valley, MD
  • Aaron Weierbach – Conshohocken, PA
  • Todd Weiland – Atlanta, GA
  • Brian Wells – Greenbrae, CA
  • Christopher Wells – San Diego, CA
  • Brad Wheelock – Naples, FL
  • Scott Wick – Brookfield, WI
  • Micah Williams – Rapid City, SD
  • Carol Wilshire – El Segundo, CA
  • Ayesha Yasin – Washington, DC
  • Nora Yousif – South Easton, MA
  • Johnny Yun – Vienna, VA

About RBC Wealth Management–U.S.

RBC Wealth Management is a leading financial services company in the United States, delivering trusted advice and world-class wealth solutions to individuals, families and businesses. With 195 offices across 43 states, RBC Wealth Management supports the complex needs of high-net-worth clients through customized wealth planning, investment management, retirement planning and more. As part of RBC, a diversified global financial institution and one of the world’s largest banks based on market capitalization, RBC Wealth Management offers the scale, resources and expertise to help clients achieve their financial goals. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. Learn more at rbcwm.com.

The 2026 Forbes “Best-In-State Wealth Advisors” award was announced April 2026. Data as of 6/30/2025. 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.

Media contact

Riham Feshir, RBC Wealth Management, riham.feshir@rbc.com, 952-529-6256

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.