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Elaina G

Series 63, Series 66

Melbourne, FL

STIFEL

Elaina Garvin is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Stifel since 2012. Garvin serves on the boards of the Brevard Zoo and the Health First Foundation, including leadership roles such as Board Secretary and President of the Executive Committee for the Health First Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Robert U

CFP®, Series 63

Hauppauge, NY

STIFEL

Robert Ungerer is a CFP®-certified financial advisor at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. 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 allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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George A

Series 63, Series 65

Ocean Pines, MD

STIFEL

George Athas Jr. is a financial advisor with Stifel in Ocean Pines, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Abigail D

Series 66

Mankato, MN

STIFEL

Abigail Drummer is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus since 2022. Prior to her current role, she held positions at Mankato Clinic, Gundersen, YMCA, and the University of Wisconsin - La Crosse. Abigail is also a commissioned notary. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by the firm’s Investment Strategy Group.

General retirement planning Income planning
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Andrew C

CFP®, Series 63

Oroville, CA

STIFEL

Andrew Christensen is a CFP®-designated financial advisor with Stifel, based in Oroville, CA, and has one year of industry experience. Prior to joining Stifel in 2026, he worked at Lido Advisors, LLC and Pure Financial Advisors, LLC. Outside of his financial advisory role, Christensen works as a chauffeur and resort driver for Fairmont Raffles International Hotel in the greater San Diego area. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Scott C

CFP®, Series 63

Denver, CO

STIFEL

Scott Coffee is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2009. He holds a Series 63 license and is based in Denver, CO. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering 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 guide asset allocation and financial planning analyses.

General retirement planning Income planning
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Marcus C

Series 63, Series 65

Mobile, AL

STIFEL

Marcus Childers is a financial advisor with Stifel in Mobile, Alabama, holding Series 63 and Series 65 designations and 39 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he serves as president of Midway Plantation, Inc., a family farm engaged in timber management and recreational leasing. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services with a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning.

General retirement planning Income planning
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Phillip W

CFP®, Series 66

Waco, TX

STIFEL

Phillip Weaver is a CFP® with 20 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2014. He serves as a school board member for Waco Montessori School, participating in governance decisions. Stifel serves a broad range of clients, including individuals and institutional clients, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Dillan F

Series 66

Wilkes-Barre, PA

STIFEL

Dillan Foley is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. His background includes four years of education experience at High Point University and Allentown Central Catholic. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing 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 market assumptions and probabilistic modeling for asset allocation and financial planning.

General retirement planning Income planning
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Alan L

Series 66

Boca Raton, FL

STIFEL

Alan Linker is a Series 66-licensed financial advisor with Stifel, where he has worked since 2015. He has 24 years of experience in the industry and is based in Boca Raton, FL. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies 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 planning.

General retirement planning Income planning
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Ryan H

CFP®, Series 63, Series 65

Atlanta, GA

STIFEL

Ryan Hilliard is a CFP® with 26 years of industry experience and has been with Stifel since 2005. He is based in Atlanta, GA. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group. The firm provides episodic, fee-based financial planning and works alongside affiliated trust companies and banks to offer additional financial services.

General retirement planning Income planning
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Sheryl M

Series 63, Series 65

Phoenix, AZ

STIFEL

Sheryl Martin is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following a 17-year tenure at UBS Financial Services. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Jason R

Series 66

Nashville, TN

STIFEL

Jason Reed is a financial advisor at Stifel with 23 years of industry experience. He has been with Stifel since 2015 and holds a Series 66 designation. Outside of his advisory role, he is involved in managing a family farm, Triple J Ranch, which generates minimal income from logging, hunting leases, and cattle leasing. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients’ financial decisions.

General retirement planning Income planning
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Colten M

Series 66

Canfield, OH

STIFEL

Colten Mc Fadden is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has prior work experience in athletic administration and education, including roles at Youngstown State University and the Poland Schools System. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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David G

Series 63, Series 65

Palm Beach Gardens, FL

STIFEL

David Goldman is a financial advisor with Stifel in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Editha S

Series 63, Series 65

Irvine, CA

STIFEL

Editha Shemke is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of her advisory role, she leads a professional networking group, Provisors, and serves as Founder and Advisory Board Chairperson for the Boardvance initiative within OneOC, which supports nonprofit organizations. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and municipalities, using a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Victor R

Series 63

Hackensack, NJ

STIFEL

Victor Rojas Jr. is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

General retirement planning Income planning
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George T

Series 63, Series 65

Morristown, NJ

STIFEL

George Tackett is a financial advisor at Stifel with Series 63 and Series 65 licenses and 57 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held positions at Wells Fargo Clearing and UBS Financial Services. 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.

General retirement planning Income planning
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John C

Series 63, Series 65

New York, NY

STIFEL

John Calaman is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2012. Outside of his advisory role, he serves as Treasurer of the Analyst Club, a group of investment professionals who meet monthly to discuss markets and trends. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes proprietary investment analysis and allocation methodologies to support client decision-making while allowing clients discretion over implementation.

General retirement planning Income planning
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Vincent K

CFP®, Series 63, Series 65

Bethel Park, PA

STIFEL

Vincent Kasievich is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Stifel since 2007. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

General retirement planning Income planning
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