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Alexander S

CFA®, Series 63

Stamford, CT

STIFEL

Alexander Strukov is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Stifel since 2013. He holds a Series 63 license and is based in Stamford, CT. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking capital market analysis and asset allocation guidance.

General retirement planning Income planning
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Zachary H

Series 63, Series 66

Valdosta, GA

STIFEL

Zachary Hageman is a financial advisor with Stifel in Valdosta, GA, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Hageman serves as a board member for both the Partnership Health Center and Leadership Lowndes, a local program focused on identifying and training community leaders. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Matthew M

Series 66

Mitchell, SD

STIFEL

Matthew Mc Manus is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2025, he worked as an athletic trainer at Dakota Wesleyan University and Sanford Health. He also provides sports coverage as a PRN athletic trainer at Dakota Wesleyan University. Stifel serves a wide range of clients, including individuals and institutions, 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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Samuel A

Series 66

New York, NY

STIFEL

Samuel Aussieker is a financial advisor at Stifel in New York, NY, with two years of industry experience. He holds the Series 66 designation and previously worked at Ally Invest Securities LLC and George Pickett & Associates. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

General retirement planning Income planning
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Maryanne K

Series 63

Conshohocken, PA

STIFEL

Maryanne Kelly is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 63 designation and previously worked at Boenning & Scattergood, Inc. for 24 years before joining Stifel in 2022. 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 methodology and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Donald F

Series 63, Series 65

Morristown, NJ

STIFEL

Donald Frio Sr. is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. 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.

General retirement planning Income planning
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Paul C

CFP®, Series 63

Anderson, IN

STIFEL

Paul Church is a CFP®-designated financial advisor with 40 years of industry experience. He is currently with Stifel Nicolaus & Co Inc, where he has worked since 2020. His prior experience includes positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Prudential Equity Group, LLC. 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 investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Eric O

CFP®, Series 66

Mission Viejo, CA

STIFEL

Eric Owens is a CFP® professional with eight years of experience in financial advising. He is currently with Stifel, where he has worked since 2020. Prior to that, he held positions at Raymond James Financial Services Advisors and Wells Fargo Advisors. Owens serves on the advisory board of the California Family Life Center, a nonprofit supporting children affected by abuse and abandonment. Stifel serves a broad range of clients, including individuals, institutions, 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 asset allocation and financial planning analyses.

General retirement planning Income planning
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Luke H

CFP®, Series 66

St. Mary's, PA

STIFEL

Luke Hoffman is a CFP®-certified financial advisor at Stifel with seven years of industry experience. His career includes roles at G&A Financial, Avantax Insurance Agency, and Avantax Investment Services prior to joining Stifel in 2022. Hoffman serves on the boards of Elcam Inc., a nonprofit providing job coaching for special needs individuals, and the Boys and Girls Club of St. Marys, where he also acts as treasurer. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, 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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Robert B

Series 63, Series 65

Altoona, PA

STIFEL

Robert Bainey 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 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both 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.

General retirement planning Income planning
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James C

Series 63, Series 65

Walnut Creek, CA

STIFEL

James Collini is a financial advisor with Stifel in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Outside of his advisory role, Collini serves as a board member for Friends of Camp Concord, a nonprofit that raises funds to send underprivileged children to summer camp, and is president of the Charles Reid Foundation, which organizes an annual Christmas event for poor children. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
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Thomas D

Series 63, Series 65

Newport Beach, CA

STIFEL

Thomas Doherty is a financial advisor with Stifel, Nicolaus & Company, Incorporated, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Newport Beach, California. 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 guide asset allocation and financial planning.

General retirement planning Income planning
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Steven P

Series 66

Vero Beach, FL

STIFEL

Steven Pallas is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Cantor Fitzgerald & Co. from 2023 to 2026. 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 through its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

General retirement planning Income planning
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Bart R

CFP®, Series 63, Series 65

Sugar Land, TX

STIFEL

Bart Reese is a CFP® professional with 34 years of industry experience, currently serving with Stifel since 2019. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is a partner in Texas Outdoor Specialties LLC, which provides recreational outdoor activities. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

General retirement planning Income planning
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Angelique K

Series 66

San Francisco, CA

STIFEL

Angelique Kelly Patino is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2025. She has a background that includes roles at the University of California, Berkeley, Ruffalo Noel Levitz, Sweetgreen, and Marlborough School. 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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Jennifer M

Series 63, Series 65

Pensacola, FL

STIFEL

Jennifer Miller is a financial advisor at Stifel with 13 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2017 and previously worked at McMahon Hadder Insurance. She 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 supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Michael B

Series 63, Series 65

Bourbonnais, IL

STIFEL

Michael Bruner is a financial advisor at Stifel with Series 63 and Series 65 licenses and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously was with Morgan Stanley Private Bank for three years. Outside of his advisory role, Bruner serves as a municipal trustee in Herscher, Illinois, manages a low-income housing property as president of Herscher Townhouses Inc., and holds leadership roles at Trinity Lutheran Church and the Herscher Foundation. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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James R

Series 63, Series 66

Fairlawn, OH

STIFEL

James Redinger is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at UBS Financial Services for 15 years before joining Stifel Nicolaus & Co Inc in 2022. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Blaine F

Series 63, Series 65

Center Valley, PA

STIFEL

Blaine Fritsch is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel since 2007 and previously worked at Ryan Beck & Co. for one year. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm emphasizes a proprietary investment methodology developed by its Investment Strategy Group, offering analyses intended to support client decision-making.

General retirement planning Income planning
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Kimberly G

Series 66

Ramsey, NJ

STIFEL

Kimberly Garcia is a financial advisor at Stifel with 16 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Outside of her advisory role, she co-owns a residential rental property with her spouse. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit 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.

General retirement planning Income planning
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