Helen Terenzi is a financial advisor at Stifel with six years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and Producers Choice/Raymond James. Outside of her financial career, she has worked with L'Oreal USA in fragrance sales and promotion since 2005. 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.

Terrell Temple is a financial advisor at Stifel with 24 years of industry experience and holds a Series 66 credential. He has been with Stifel since 2009. Outside of his advisory role, he serves as a board member of the Community Foundation of East Mississippi and is president of the Sentinel Ridge Owners Association. 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’s investment approach includes proprietary analysis and allocation guidance developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Dabney Sharp is a financial advisor at Stifel with 27 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Stifel since 2009. Outside of his advisory role, he serves as president of a local homeowners association and is a director at Vaughan Bassett Furniture Co. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Bruce Loder is a financial advisor with Stifel, Nicolaus & Company, Inc., where he has worked for 20 years. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Outside of his advisory role, he serves as chairman of both the Budget Committee and the Benevolence Committee at North Shore Congregational Church in Fox Point, Wisconsin. 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 planning methodologies.

Samuel Clarke is a Series 66 licensed financial advisor with STIFEL, based in Blue Ash, OH, and has two years of industry experience. Prior to joining STIFEL, he worked at Fidelity Investments for two years. 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.

Adam Garen Greenleaf is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets for seven years. Outside of his advisory role, Greenleaf is active in community organizations, serving on the boards of a local synagogue, a pluralistic ritual bath initiative, and a regional academic debate league. Stifel serves a broad client base including individuals, institutional clients, and nonprofit entities, providing brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning.

Sarah White is a Series 66 licensed financial advisor at Stifel with five years of industry experience. She has worked at firms including T. Rowe Price, Merrill, and Guidehouse/Grant Thornton prior to joining Stifel. Stifel serves a wide 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 developed by its Investment Strategy Group.

Jonathan Stewart is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Investments and Wells Fargo Clearing. Stewart serves on the boards of two nonprofit organizations, including a church and a human trafficking survivor support group. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Todd Belfiore is a financial advisor with Stifel in Tampa, FL, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2013. Belfiore serves as a board member of the Brett Favre Fourward Foundation, which supports charities aiding underserved and disabled children and breast cancer patients. Stifel serves a diverse client base, including individuals of varying net worth, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach incorporates proprietary analysis and probabilistic modeling developed by the Investment Strategy Group to guide asset allocation and financial planning.

Pratik Jhaveri is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2017, including four years with Stifel Independent Advisors, LLC. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Marc Sukoneck is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves on the Board of Directors for The Arc of Union County and acts as Treasurer for the Randolph Baseball Diamond Club. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decisions.

Dane Parker is a financial advisor at Stifel in Tampa, FL, holding a Series 66 credential with one year of industry experience. His prior career includes over three decades in medical-related businesses, including ownership roles in medical clinics and aesthetic salons. He is a silent owner of True MD and Premier Salon and Spa, a medical aesthetics and hair and nail salon. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support client decision-making in asset allocation and financial planning.

Anthony Viglucci is a financial advisor with Stifel in Baltimore, MD, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with Stifel since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and the use of proprietary investment methodologies developed by its Investment Strategy Group.

Zachary House is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones from 2015 to 2023. Outside of his advisory role, he serves as a youth basketball referee for St. Michael the Archangel Catholic Church and holds leadership positions with the St. Michael Athletics Association and a local homeowners association. 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 methodologies using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Jacquelyn Rizzo is a financial advisor with Stifel in Eau Claire, WI, holding a Series 63 license and having 29 years of industry experience. She joined Stifel in 2020 after working with Blue Granite Wealth LLC and Raymond James Financial Services from 2013 to 2020. She serves as a caretaker for a State of Wisconsin IRIS participant and is also a State of Wisconsin Notary Public. 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 provide guidance on asset allocation and financial planning.

Matthew Meyer is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Ramsey Solutions and Dexterity, as well as various positions in education and community organizations. 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.

William Young is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets Corporation and Raymond James & Associates. His background also includes roles at the State of Massachusetts Department of Unemployment Assistance and Rockland Federal Credit Union. 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 capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Barry Power is a CFP® with 24 years of industry experience, currently advising at Stifel since 2022. He previously worked at Bank of America and Merrill Lynch. Outside of finance, he owns and teaches karate classes at the Missouri Karate Association. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm’s investment approach incorporates proprietary modeling by its Investment Strategy Group to support asset allocation and financial planning decisions.

Brent Fisher is a financial advisor with Stifel in Rochester, MN, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He previously worked at U.S. Bank from 2011 to 2024 before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Juan Larrazabal is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 credential and previously worked at Merrill Lynch and Primerica. Outside of his advisory role, he manages companies involved in buying, fixing, and flipping properties and holds a real estate license used solely for research purposes. 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 allocation methodologies developed by its Investment Strategy Group.