Trissa Monaghan is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Morgan Stanley before joining Stifel in 2019. Outside of her advisory role, Monaghan is a database specialist for technology solutions providers AMS.NET and MGT, where she transcribes data for record keeping. 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 recommendations of third-party advisers. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Mark Goddard is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel since 1994 and also maintains a role with B & H Petroleum since 1986. Outside of his advisory work, he serves on the board of the St. Louis Elks Lodge #9 and chairs the Broadcast Committee for the St. Louis community parade. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services informed by a proprietary investment strategy developed by its Investment Strategy Group.

Joseph Rotta is a CFP®-designated financial advisor with 41 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009 and previously spent time at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Carlsbad, CA. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Rex Points II is a financial advisor at Stifel with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Morgan Stanley, HORAN Securities, Cetera Advisors, Freeman Heyne Toma, and Paycor. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance relies on a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decision-making.

Christian Comberg is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 incorporates a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Paulette Davis is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Benjamin F. Edwards & Co, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. She is also a Colorado Notary. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jody Gudac is a financial advisor at Stifel with eight years of experience in the industry. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for ten years before joining Stifel in 2018. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

Robert Buttarazzi is a financial advisor at Stifel with 34 years of industry experience. He has held his current position at Stifel Nicolaus since 2008. Outside of his advisory role, he serves as Golf Chairman for the Lido Civic Club, where he organizes an annual golf tournament to raise funds for scholarships. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Kevin Wilday is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at IMI Precision Engineering from 2014 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment strategies are supported by a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Tashia Joseph is a Series 66 licensed advisor with Stifel in Melbourne, FL, where she has worked since 2016. She has 12 years of industry experience. Outside of her advisory role, she serves as Vice President and member of Trekdance LLC, an outdoor dance fitness business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and emphasizes customized client planning.

Rena Fields is a financial advisor at Stifel with Series 63 and Series 66 designations and 26 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously at Wells Fargo Clearing. Stifel serves a broad range of clients—including individuals, institutional investors, and charitable organizations—offering brokerage and investment advisory services that utilize a proprietary investment methodology developed by its Investment Strategy Group.

Henry Lynn Jr. is a financial advisor at Stifel with 53 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Outside of his advisory role, he serves as a trustee and director for several charitable and cultural organizations in Birmingham, including the Diane Stobert Sessions and Paul Trammell Sessions, Jr. Foundation, the Cathedral Church of the Advent Endowment Fund, and the Birmingham Museum of Art Endowment Trust. He is also involved with the Order of First Families of Virginia, a genealogical society. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Steven Crouch is a financial advisor at Stifel with Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory role, he serves as trustee for the Alice Johnson Meadows Trust and is treasurer of the Fauquier Community Coalition, a nonprofit providing assistance to the poor in Fauquier County. 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 methodology for investment analysis and asset allocation developed by its Investment Strategy Group, supporting clients in retirement, insurance, and estate planning decisions.

John Carroll III is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2021, following tenures at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves on the finance committee of Wolferts Roost Country Club and advises on fundraising for The Albany Academies. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach is based on proprietary methodology from its Investment Strategy Group, which supports clients with asset allocation and financial planning analyses.

Chasity Goshorn is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously at Wells Fargo Clearing for one year. Outside of her advisory role, she serves as President of the Board of Directors for the Barren River Area Child Advocacy Center and participates in local community awareness efforts. Stifel serves a diverse client base 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 support asset allocation and financial planning decisions.

Jill Lentz is a financial advisor at Stifel with 26 years of industry experience. She has been with Stifel since 2009 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Havens is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent six years at JJB Hilliard W.L. Lyons LLC. 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 is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Daniel Caputa is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017, following two years at Wells Fargo Advisors. He is based in St. Louis, MO. 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, which incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

John Erik Anderson is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel Nicolaus & Company, Inc. since 2014. Anderson holds Series 63 and Series 65 designations. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Christy Amsden is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following four years at Wells Fargo Clearing. Outside of her advisory role, she is also commissioned as a notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support client asset allocation and planning decisions.