Jessica Rubino is a Series 66-licensed financial advisor with STIFEL in Salem, OR, and has three years of industry experience. She previously worked at Morgan Stanley from 2012 to 2024 before joining STIFEL. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance, supporting client decisions with fee-based financial planning and other advisory solutions.

Kenneth Alter is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Aside from his advisory work, he is co-owner of a commercial property housing his wife's speech therapy business. 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 developed by its Investment Strategy Group.

Donald Debiase Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he serves as a board member overseeing scholarship funds at Holy Cross High School. 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 utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Andrew Foster is a financial advisor at Stifel in Mankato, MN, holding a Series 66 designation with 28 years of industry experience. He has worked at Stifel since 2009. 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, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Mason Wright is a CFP® and Series 66 credentialed financial advisor with four years of industry experience at Stifel Nicolaus in Redding, CA. Prior to joining Stifel, he held roles in construction, the beverage industry, and at the Shasta Family YMCA. 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 guidance developed by its Investment Strategy Group.

James Bernard is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Bernard serves in leadership positions with InfraGard and related organizations, including Treasurer, Vice President, and board member roles supporting collaboration between the FBI and the private sector on critical infrastructure protection. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jordan Bernstein is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2023, following roles at Stephens Inc., Moody's Corporation, and Trillium Trading. Stifel serves a broad client base including individual, institutional, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Kathryn Peltz is a financial advisor at Stifel with nine years of industry experience. She holds a Series 66 designation and has been with Stifel since 2014. 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 developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to provide asset allocation and planning analyses.

John Van Donge is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves as chairman of the board for Alliloop, a company connecting service sector employees to employers, and holds leadership positions with the Santa Barbara County Search & Rescue and the Santa Barbara Police Foundation. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Angela Moreno is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Ameriprise Financial Advisors Inc. and Scottrade. Outside of her advisory work, Moreno serves as co-manager of her daughter’s Girl Scout troop in Eastern Missouri. 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 provide asset allocation and planning analyses.

Alejandro Hasegawa is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James & Associates, Insigneo Securities, LLC, and Wells Fargo Advisors. Outside of his advisory role, he is the sole owner and director of Miami Card Legends LLC, a collectibles business. 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 guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Betty Merck is a financial advisor at Stifel with 33 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 designation. Outside of her advisory role, she is a notary and involved in a local pest control business owned by her husband. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Molly Babcock is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Qurate Retail Group for six years. 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 using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Alan Wolman is a financial advisor at Stifel with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been with Stifel since 2012. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and guidance to support client decisions across asset allocation, retirement, insurance, and estate planning.

Joseph Murphy III is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following two years at B.C. Ziegler and Company. Murphy serves on the investment committee of the Bethel Lutheran Church Endowment Foundation, providing oversight and investment advice. Stifel serves a wide range of clients, including individuals and institutional entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Zachary Mc Coy is a Series 66-licensed financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, he worked at Salesforce, Workday, Cornerstone On Demand, and Enterprise Rent-A-Car. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy and capital market modeling.

Jeffrey Wells is a financial advisor at Stifel with 42 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Stifel Nicolaus & Co. Inc. in 2020, he worked at Bank of America, N.A. from 2013 to 2020. Outside of his advisory role, he owns and manages the Austin-Marie Collection, a historical guitar collection that includes a book set, posters, and audio tracks. 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 developed by its Investment Strategy Group.

Vincent Benvenuto is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 registrations. Stifel serves a broad range of clients 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 to provide asset allocation and planning analyses.

Edward Aders Jr. is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stifel Nicolaus & Co Inc since 2020 and previously at D.A. Davidson & Co. from 2009 to 2020. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering 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 support client decision-making.

Elizabeth Scoggins is a financial advisor at Stifel with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Next Level Church. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.