Chaz Myers is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has prior work experience at the University of the Pacific and East Carolina University. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William Scherr is a financial advisor with Stifel in Chicago, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as president of the nonprofit Project Torch, leads a family foundation that hosts a charity golf tournament, and is involved as a director with the Mobridge Rodeo Association. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology focused on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Debra Nygaard is a financial advisor at Stifel with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Bradley Froman is a financial advisor with Stifel in Indianapolis, IN, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, with prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation models developed by its Investment Strategy Group.

Kenneth Ramos is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following two years at Morgan Stanley Private Bank. Outside of his advisory role, Ramos serves as a volunteer board member of the Southfork Natural History Museum and assists with their Gala committee. Stifel serves a wide range of clients including individual, institutional, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group, providing guidance based on forward-looking capital market assumptions and probabilistic modeling.

Howard Douglas is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co. Inc. since 2009. He is based in Charlotte, NC, and holds a Series 63 license. Outside of his advisory role, he serves on the advisory committee for MCDF Orphans, a charity supporting a village in Zimbabwe, and is vice-president of a homeowners association in Hilton Head Island, SC. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Clay Jones is a CFA® charterholder with six years of industry experience. He is currently with Stifel and has previously worked at Stifel Independent Advisors, Pinnacle Consulting, Asset Consulting Group, Century Securities Associates, and Apex Oil Company & Affiliates. Jones also serves as an investment accountant for a family office, assisting with tracking investments and tax return preparation. Stifel serves a broad 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.

Angela Ganger is a financial advisor at Stifel with 21 years of industry experience. She has held her current position since 2012. Angela holds Series 63 and Series 65 licenses. 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 methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Paola Robles is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Triad Financial Services, Inc. and in other roles outside the financial sector. Additionally, she serves as a notary in Tacoma, Washington. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Sara Uffelman is a financial advisor at Stifel with four years of industry experience. She holds the Series 66 designation and has worked at Stifel since 2021. Prior to joining Stifel, she was involved in freelance work and held a position at MacuHealth. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Janet Barnes is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 66 designations and 23 years of industry experience. She has been with Stifel since 2012. 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.

David Almquist is a financial advisor at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Almquist holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

David Lickovitch is a financial advisor with Stifel in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel since 1998. Outside of his advisory role, he serves as Treasurer and Trustee for a homeowners association and coordinates a fundraising initiative at Olentangy Liberty High School. 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.

Dane Anderson is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in short-term rental property management. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing clients with forward-looking asset allocation and planning analyses.

William Oehmig is a Series 66 registered financial advisor with STIFEL, based in Chattanooga, TN. He has 13 years of industry experience, including 11 years with STIFEL. STIFEL serves a diverse client base including individuals, institutional clients, charitable organizations, and government entities. The firm offers brokerage and investment advisory services using a proprietary investment methodology developed by its Investment Strategy Group.

Robert Rosenberg is a financial advisor with Stifel in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co. since 2011. Outside of his advisory role, he serves as president of the Rosenburg Charitable Foundation, a family charity managing funds and distributions. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses that support informed decision-making.

Joseph Green is a financial advisor with Stifel, holding a Series 66 designation and 18 years of industry experience. He has worked at Stifel since 2012. Outside of his advisory role, he serves as Secretary of the Board for One South Harbor Members, LLC, a business condo owners group. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to produce asset allocation and retirement planning analyses.

Mary Haislip is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 66 credentials and over 32 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2001. Outside of her advisory role, she serves as a trustee for The Kathryn G Favre Foundation for Animals and volunteers with the World Bird Sanctuary, assisting with fundraising efforts. 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 analysis and allocation methodology developed by its Investment Strategy Group.

Teri Wilson is a financial advisor at Stifel with 40 years of industry experience. She holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2009. Outside of her advisory role, she serves on the US Senator Charles Grassley Advisory Council, contributing insights on issues affecting families and communities. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services with an emphasis on proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Chad Lojewski is a financial advisor at Stifel with 30 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 2009. Outside of his advisory role, he serves as a volunteer and board member for Rocky Boxing Club, a nonprofit gym that supports underprivileged youth, and is president of the Lake Walter Land Association homeowners association. Stifel serves a diverse client base 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.