Leslie Beier is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc since 2021. Her prior experience includes roles at Raymond James & Associates and UBS Financial Services Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Ronald Ouwenga is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, he worked at Morgan Stanley Private Bank, N.A. from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a broad 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, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Robert Mulcahy is a CFP®-certified financial advisor with 13 years of industry experience, currently with Stifel in Chicago, IL. He previously worked at Jefferies LLC for 11 years before joining Stifel in 2026. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Collin Seymour is a financial advisor at Stifel with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Stifel in 2024, he held roles at Bank of America, Merrill Lynch, and The Vanguard Group. He serves as a board member of the Central Cambria Education Foundation. 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.

Ellen Reed is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2015. Outside of her advisory role, she serves as treasurer for Rural Small Projects Fund, which supports basic necessities in a village in Uganda. 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 is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Barksdale Jordan is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 47 years of industry experience. He has been with Stifel since 2009. Jordan serves on the Board of Directors at Lakeview Center and is a member of multiple committees at Baptist Health Care, including its investment sub-committee and the Audit and Finance Committee. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tracy Brinkmeier is a financial advisor at Stifel with 32 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and recommendations of third-party advisers, with an emphasis on client discretion in implementation.

Donna Leffler is a financial advisor at Stifel with 26 years of industry experience. She has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Robert Lucas is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he is a horse owner and spends time riding. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.

Jack Ransom is a financial advisor with Stifel in Oklahoma City, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior firms include Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he serves as a basketball referee for the Oklahoma Secondary School Association and is a board member of the Oklahoma City Town Hall, a nonprofit organization focused on education and entertainment. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing analysis intended to inform client decisions.

Guillermo Gonzalez is a financial advisor with Stifel in Coral Gables, FL, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His career includes 30 years at Merrill followed by five years each at Wells Fargo Clearing and Stifel Nicolaus & Co. Inc. 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 guided by proprietary methodologies developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to support clients’ allocation and planning decisions.

Kimberly Koydemir is a financial advisor at Stifel with 42 years of industry experience and holds Series 63 and Series 65 credentials. She has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Stewart Levy is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2015 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decision-making.

Jay Pender is a financial advisor at Stifel with 19 years of industry experience and holds the Series 66 designation. He has previously worked at Wells Fargo Clearing and Edward Jones. 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 methodology developed by its Investment Strategy Group.

Michael Stiuso is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Credit Agricole Securities (USA) Inc. for nine years before joining Stifel in 2023. 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 relies on proprietary methodologies developed by its Investment Strategy Group, which use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Alex Templin is a financial advisor with Stifel, holding a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2026, he worked at Ameritas Advisory Services, Ameritas Investment Company, Premier Planning Group, DLAK Wealth Advisors, and Wells Fargo Advisors. He is also associated with Premier Planning Group, LLC, where he manages processes related to investment business and client reviews. 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 analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and retirement planning guidance.

Philip Estabrook III is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and possessing 51 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008, following a decade at A.G. Edwards & Sons, Inc. Estabrook serves on the boards of the Newport Library Arts Center and the Newport Charitable Fund, providing guidance on investment and charitable giving. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Maxwell Mrakuzic is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has also worked at Cetera and CETERA Advisor Networks LLC. His background includes roles outside finance, such as positions at Orlando Dinner Entertainment and Medieval Times Dinner & Tournament. 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.

Philip Meisel III is a CFA® charterholder based in Louisville, KY, with 38 years of industry experience. He has been with Stifel since 1987. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to deliver investment analysis and allocation guidance based on forward-looking capital market assumptions and probabilistic modeling.

Brian Dieckmann is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 66 designation and is based in Pittsburgh, PA. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses that clients use to make informed decisions.