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Andrew B

CFP®, Series 66

Bowling Green, KY

STIFEL

Andrew Boyles is a CFP® with 10 years of industry experience and currently serves as a financial advisor at Stifel. He previously worked at Robert Baird & Co. and Hilliard Lyons. He is a board member of The Foundry Christian Community Center, a nonprofit preschool and after-school program in Bowling Green, Kentucky. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Kyle O

Series 63

West Des Moines, IA

STIFEL

Kyle Owens is a financial advisor with Stifel who holds a Series 63 designation and has 42 years of industry experience. He previously worked at Raymond James & Associates for 21 years before joining Stifel Nicolaus & Co Inc in 2019. Outside of his advisory role, Owens has served as an assistant women's softball coach at Simpson College since 2007 and is involved as Noble Grand in the Fort Des Moines Odd Fellows Lodge. 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.

General retirement planning Income planning
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Patrick H

Series 63, Series 65

Lake Forest, IL

STIFEL

Patrick Hoch is a financial advisor at Stifel with 40 years of industry experience. He has held the Series 63 and Series 65 designations and previously worked at Morgan Stanley DW Inc. for nine years before joining Stifel in 2007. 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 proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

General retirement planning Income planning
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Ron B

Series 66

Murrieta, CA

STIFEL

Ron Benoit Jr. is a financial advisor at Stifel with 18 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2019, following ten years at Merrill and one year at Banc Of America Investment Services, Inc. Benoit holds the Series 66 designation. 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 investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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John S

CFA®, Series 63

Bellevue, WA

STIFEL

John Seibly is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Stifel in Bellevue, WA, where he has worked since 2022. Prior to Stifel, he was employed at Russell Investments and Deloitte & Touche LLP. Stifel serves a broad range of clients, 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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Alfredo B

Series 63, Series 66

Coral Gables, FL

STIFEL

Alfredo Baez is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and Wells Fargo Clearing. 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 investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with services tailored to client discretion and needs.

General retirement planning Income planning
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David M

Series 66

St. Louis, MO

STIFEL

David Monroe is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. He has been with Stifel since 2017, following a year at Gradstaff. Stifel serves a diverse client base including individual, institutional, charitable, and municipal clients, 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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Jeremy H

Series 66

Tallahassee, FL

STIFEL

Jeremy Huggins is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at Morgan Stanley and Morgan Stanley Private Bank. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Peter F

CFP®, Series 63, Series 65

Frontenac, MO

STIFEL

Peter Flanigan is a CFP® professional with 42 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2019 and held previous positions at Bank of America and Merrill. 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 client decision-making in areas such as asset allocation and retirement planning.

General retirement planning Income planning
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Ranjeet R

Series 66

Lake Forest, IL

STIFEL

Ranjeet Rai is a financial advisor at Stifel with 15 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2019 and has prior experience at Bank of America, Merrill, and involvement with local school districts and the YMCA. 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 is based on a proprietary methodology developed by its Investment Strategy Group, providing capital market assumptions and probabilistic modeling for asset allocation and financial planning.

General retirement planning Income planning
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Wayne B

Series 63, Series 65

Omaha, NE

STIFEL

Wayne Breyfogle is a financial advisor with Stifel in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2000. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Peter B

Series 66

Medford, OR

STIFEL

Peter Bargas is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2021. Prior to joining Stifel, he worked at Humana Insurance and The Roycroft Group and served as an adjunct professor teaching business law and business innovation at The Master's University. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes 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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Becky V

Series 63, Series 66

St. Louis, MO

STIFEL

Becky Vogel is a financial advisor at Stifel with 25 years of industry experience. She has held her current position at Stifel Nicolaus & Co Inc since 2014. Outside of her advisory work, she is involved in managing agricultural and hunting land through ownership of farm ground and a family LLC. 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 allocation methodologies.

General retirement planning Income planning
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Lynn S

Series 63, Series 65

Madison, CT

STIFEL

Lynn Scully is a financial advisor at Stifel with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a diverse client base, 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 to provide forward-looking asset allocation and financial planning analyses.

General retirement planning Income planning
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Stephen O

Series 63, Series 65

Poughkeepsie, NY

STIFEL

Stephen O. Flaherty is a financial advisor with Stifel, holding Series 63 and Series 65 designations and over 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he serves as a councilman for the Town of Plattekill and as a director for the Hudson Valley Athletic Club's youth soccer program. Stifel serves a diverse range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning analyses.

General retirement planning Income planning
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Robert L

CFP®, Series 63, Series 65

Morristown, NJ

STIFEL

Robert Lewit Jr. is a CFP® professional with 39 years of industry experience, currently advising clients at Stifel since 2007. Based in Morristown, NJ, he holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Cory H

Series 66

Dallas, TX

STIFEL

Cory Hargrave is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following nine years at Bank of America, N.A. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and model portfolio recommendations based on proprietary investment analysis and probabilistic modeling.

General retirement planning Income planning
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Bradley S

Series 63, Series 65

Atlanta, GA

STIFEL

Bradley Simmons is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing 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.

General retirement planning Income planning
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Chappell H

Series 63, Series 65

Montgomery, AL

STIFEL

Chappell Hill is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Outside of his advisory role, Hill owns and manages several automobile and warranty businesses and is involved in automotive dealership operations. 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 asset allocation methodologies.

General retirement planning Income planning
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David A

Series 63

Garden City, NY

STIFEL

David Asulin is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2010. 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 supported by proprietary methodologies from its Investment Strategy Group, offering analysis and guidance intended as a basis for client decision-making.

General retirement planning Income planning
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