Kimberly Perry is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following a 12-year tenure at Edward Jones. 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 proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Martin Stevens Jr. is a financial advisor at Stifel in Denver, CO, with 38 years of industry experience. He has been with Stifel since 1994 and holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Nicole Hansen is a financial advisor at Stifel with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2013. Outside of her advisory role, she serves as a board member of the Falcon Athletic Booster Club, supporting fundraising efforts for the Boys Golf Program at Woodinville High School. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Martin Welzmuller is a CFP®-certified financial advisor with 30 years of industry experience, currently with Stifel since 2023. His prior roles include positions at Wells Fargo Clearing, RBC Capital Markets, J. B. Hanauer & Co., and Ryan Beck & Co. He serves as Vice-Chairman of Beyond Baptism Charitable Fund, is a board member of Theta Zeta Corporation fraternity, and holds several elected and leadership roles in local Republican organizations in Mount Olive, NJ. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services based on a proprietary investment strategy methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and maintains a broad range of affiliated financial services.

Michael Nielsen is a financial advisor at Stifel with 30 years of industry experience. He has worked at Stifel since 2007 and has additional experience dating back to 1992 with Arden Computers / Access Computers. He also serves in the U.S. Air Force Reserves, a role he has held since 1987. Stifel serves a wide range of clients including individuals, institutional clients, 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 asset allocation and financial planning analyses intended to support client decisions.

Mark Sosey is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he is co-owner of a short-stay lodging business in Medford, Oregon, which is primarily managed by his wife. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Austin Hamer is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His prior work includes roles at Businessolver and Scheels. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

John Carolyn is a financial advisor at Stifel in Houston, TX, holding a Series 66 designation with 24 years of industry experience. He was previously with UBS Financial Services for 23 years before joining Stifel in 2025. Stifel serves a diverse client base 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. The firm offers episodic fee-based financial planning and caters to a variety of client needs without automatic implementation or ongoing monitoring.

Mark Gallinatti is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at RBC Capital Markets and City National Bank. Outside of finance, he owns a property used for oyster farming in Hood Canal, Washington. 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.

Shawn Hertz is a financial advisor with Stifel in Bozeman, MT, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has previously worked at Citigroup Global Markets for 10 years and Equilibrium, LLC for one year. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Amanda Burton is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 66 license and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Truist Advisory Services, and Bb&T Securities. Outside of her advisory role, she is a commissioned notary in the Commonwealth of Virginia. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses used as a basis for client decisions.

Andrew Manna is a CFP® professional with four years of industry experience, currently advising at Stifel in Scottsdale, AZ. His prior roles include positions at Concurrent Investment Advisors LLC and Purshe Kaplan Sterling Investment. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Stephanie Jaso is a financial advisor with STIFEL in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. She has been with STIFEL NICOLAUS & CO INC since 2014. 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 investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses, while clients retain discretion over implementation.

Michael Gaetano is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Charles Schwab, TD Ameritrade, and Nordic Security Services. Outside of his advisory work, he is the owner of Celtic Family Finance LLC and serves as a notary for Stifel, notarizing client documents. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both 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.

Yu Fan Chiang is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2015. Based in San Francisco, CA, Chiang’s career background is centered on his long tenure at Stifel. 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 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.

Richard Penn is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2001 and has served in the U.S. Army Reserve with various tours of duty since 1971. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, 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.

Trista Brandt is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously worked at Minnesota State University, Mankato, and in the hospitality sector. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Gregory Young is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Kimberly Morse is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. Outside of her advisory role, she is also a Notary Public. 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 developed by its Investment Strategy Group.

Matthew Conaway is a financial advisor at Stifel with Series 63 and Series 65 designations and three years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and William Yancey. 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 uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.