Raquel Torres is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation. Prior to joining Stifel, she worked in various roles across sectors including education at Chaminade University of Honolulu and real estate with Zillow. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance for asset allocation, retirement, insurance, and estate planning.

Michael Cohen is a financial advisor at Stifel with 44 years of industry experience. He has held his current position since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Jeffery Mason is a financial advisor at Stifel with 31 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2008, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves as a trustee of a family trust. Stifel serves a wide range of clients, including individuals and institutional entities, and offers brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.

Alexandra Huston is a financial advisor with Stifel in Boca Raton, FL. She holds the Series 66 designation and has been with Stifel since 2025. Prior to joining the firm, she worked at JPMorgan Chase for seven years and has experience in freelance graphic design. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and government entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking analyses to assist client decision-making.

Aron Ewen is a financial advisor at Stifel with 13 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2016. The firm serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. Stifel’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Mark Kregor is a financial advisor with Stifel in Louisville, KY, holding a Series 63 designation and over 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021, following a two-year tenure at Robert Baird & Co. and a 26-year career with J.J.B. Hilliard, W.L. Lyons, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Jason Millner is a CFP® professional with 24 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc. since 2009. Millner is a member of the endowment committee for the Missouri Slope Areawide United Way, where he assists with oversight of endowment policies and procedures. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses aimed at supporting client decision-making.

Christopher Simms is a financial advisor at Stifel with 18 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2013 and previously held positions at PNC Wealth Management, Natcity Investments, Inc., and Edward Jones. Outside of his advisory role, Simms serves as chairman of Franklin Moving Forward, a nonprofit organization focused on community development in Franklin, PA, and is a board member of the UPMC Northwest Board of Directors. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by the firm’s Investment Strategy Group.

Matthew Waldman is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory work, he serves as a trustee for the United States Olympic and Paralympic Foundation. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and financial planning analyses without automatic implementation or ongoing monitoring.

Jon Smith is a ChFC®-credentialed financial advisor with 22 years of industry experience. He has been with Stifel in St. Louis, MO, since 2007. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology through its Investment Strategy Group for asset allocation and planning analyses, providing clients with guidance while allowing discretion over implementation.

Roxanne Bryant is a financial advisor at Stifel with 42 years of industry experience and holds Series 63 and Series 65 licenses. She has been with Stifel since 2009. Outside of her advisory role, she is a licensed notary public in Washington State. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Macphail is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and has also maintained self-employed status since 1996. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.

Evanya Skelly is a financial advisor at Stifel with five years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2021, she worked in legal education and practice, including positions at the University of Law and Mills and Reeve. Stifel serves a diverse client base, including individuals and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Shawn Kersjes is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary methodology from its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended as a basis for client decisions.

Jacob Murray is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with two years of industry experience. His work background includes roles at Hudson High School, John Deere, and Wartburg College. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Darin Sipe is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and SafSecur, LLC, as well as being involved with Outside the Box IT, LLC and Duplexity Group, LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sean Westbrook is a financial advisor at Stifel with 19 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following ten years at FSC Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Ark is a financial advisor with Stifel in Honolulu, HI, holding a Series 63 designation and 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Natalea Simmons is a CFP® professional with over 23 years of industry experience. She currently works at Stifel and has prior experience at Bank of America and Merrill Lynch. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

John Flayderman is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Morgan Stanley, and Merrill. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.