Steven Danieli is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and asset allocation guidance.

Mona Mikell is a financial advisor with STIFEL in Savannah, GA, holding a Series 63 designation and 38 years of industry experience. She has been with STIFEL since 2015. STIFEL serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decisions.

Trent Barringer is a financial advisor at Stifel with 28 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2018, previously spending 14 years at B C Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Brett Levinson is a financial advisor at Stifel with 31 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and municipalities, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

John Lastinger is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011, following prior roles at Morgan Stanley and Citigroup Global Markets. He serves on the advisory board of the University of Georgia Football Lettermen Club and is a board member of the Boys & Girls Club of Valdosta. 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 employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with forward-looking asset allocation and financial planning analyses.

Fahrudin Velic is a financial advisor at Stifel with 13 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both 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 inform asset allocation and planning analyses.

Mackenzie Wright is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, Wright held roles in tax and accounting and managed businesses including Westside Wines LLC and CAL Java Coffee Roasters. Wright has also been involved with the Shasta Family YMCA over multiple periods. Stifel serves a wide range of clients, 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.

Theodore Lenz is a financial advisor with Stifel in Fairport, NY, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with Stifel Nicolaus & Co. since 2015. Outside of his advisory role, he is involved as an investor in Means Enterprises. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, providing brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to deliver asset allocation and financial planning analyses.

Zachary Abrahams is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has prior experience at Stifel Public Finance as well as roles connected to educational and community organizations including Tulane University, Brentwood School, and local synagogues. 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.

Raymond Demonte Jr. is a financial advisor with Stifel, holding a Series 66 credential and nine years of industry experience. He previously worked at Brighton Securities Corp. and Wells Fargo Clearing before joining Stifel Nicolaus & Co. Inc. in 2022. Demonte is a member of the Monroe Golf Club board and its Golf Committee, contributing to event organization and facility planning. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis by its Investment Strategy Group, offering asset allocation and planning guidance that supports client decision-making.

Michael Grice is a Series 66-licensed financial advisor at Stifel with 14 years of industry experience, serving clients since 2011. He is active in his community as a member of the City of Marion Planning and Zoning Commission, a deacon at Marion Baptist Church, and holds leadership roles with the Francis Marion University Education Foundation, including chairing its board overseeing student housing. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Alexandria Macaluso is a financial advisor at Stifel with five years of industry experience. She holds the Series 66 designation and has worked at Stifel since 2019. Her prior experience includes roles at Avenica, the 375 Air Mobility Wing Public Affairs Unit at Scott Air Force Base, Southern Illinois University Edwardsville, and service in the US Army Reserves. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing clients with analysis and allocation guidance intended to support their decision-making.

James Ferrie is a financial advisor at Stifel with Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and Prudential Equity Group. He has been with Stifel Nicolaus & Co Inc since 2017. 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.

Joshua Delong is a financial advisor at Stifel with 25 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 66 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Robert Seibels III is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory work, he serves on the Board of Trustees at Huntingdon College and is a member of the Montgomery County Historical Society's Board of Directors. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services that are supported by a proprietary investment methodology developed by its Investment Strategy Group.

Rodolfo Milani is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Milani serves on multiple nonprofit boards, including as President of Friends of UFM, which supports a university in Guatemala, and as Chairman of the Churchill Society of South Florida. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Brandon James is a CFP® certificant working with Stifel in Savannah, GA, with seven years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, Llc. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Vernon is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Croce is a financial advisor with Stifel, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Sierra Pacific Securities, Keefe, Bruyette & Woods, Miller Buckfire & Co., and SunEdison. He is based in St. Louis, MO. 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.

Doak Stolz is a financial advisor at Stifel with 40 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel in 2018, he worked at Wells Fargo Clearing from 2016 to 2020. Stolz serves on the board of the Physician Associates of MidMichigan Community Medical Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling to support clients’ financial planning decisions.