Eleanor Jordan is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017, following four years at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Raymond Patraw is a financial advisor at Stifel with Series 65 and Series 66 credentials and 21 years of industry experience. He has worked at Stifel Nicolaus since 2018 and previously held roles at Wells Fargo Clearing from 2011 to 2018. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Andrea Johnson is a financial advisor at Stifel with 17 years of industry experience. She has been with Stifel since 2009 and also maintains a longstanding role at The Boulders since 2004. Johnson holds a Series 66 designation and serves on the boards of the Walker Rotary and Paws and Claws Animal Shelter. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

James Oestreich is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. since 2009. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joseph Brazil is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2011, following a decade at Stone & Youngberg LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Mark Schuette is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC, and Prudential Insurance Company of America for nine years. Outside of his advisory role, he is a member and manager of Schuette Investments LLC, a real estate investment business. 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 planning tools developed by its Investment Strategy Group.

Dante Raggio II is a financial advisor at Stifel with Series 63 and Series 65 designations and 55 years of industry experience. He has worked at Stifel since 2017 and previously held positions at City Securities Corporation and Natcity Investments, Inc. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Kathleen Thomas is a financial advisor at Stifel with 11 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus and Facet prior to her current role. Outside of her advisory work, she operates an Etsy shop specializing in print-on-demand products. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes proprietary investment methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Thomas Nate is a financial advisor at Stifel with three years of industry experience. He holds the Series 66 designation and has served on the Board of Directors and Finance Committee of Orchard Hills Country Club, a nonprofit private country club. His prior roles include positions at Grand Valley State University and Niles High School. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Eric Finch is a financial advisor at Stifel with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing Services, TD Ameritrade, Home Depot, and Summit Center LLC. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Edward Flesch is a financial advisor with Stifel in Decatur, IL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stifel since 1988. Outside of his advisory role, he is a farm owner in Shelby County, Illinois. Stifel serves a broad 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.

Brian Jacobson is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2017, following eight years at City Securities Corporation. Jacobson serves as a managing partner in family investment partnerships alongside his father and brother. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services such as financial planning and third-party adviser recommendations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Richard Ophoven is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2006 and holds Series 63 and Series 65 designations. Stifel serves a wide 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 forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Lisa Lo is a CFP® with 26 years of industry experience. She is currently with Stifel Nicolaus & Co Inc, where she has worked since 2022, following prior roles at City National Bank and RBC Capital Markets. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance for financial planning.

Jennifer Cockman is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following three years at Oppenheimer & Co Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Justin Vidovich is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. He worked at Envestnet, Inc. from 2012 to 2023 before joining Stifel in 2024. 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. The firm also provides services to private funds and pooled vehicles and operates alongside affiliated trust companies and banks.

Paul Carothers is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel since 1994 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he is involved in small-scale property management and maintenance through ownership interests in local real estate and a dock association. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. Its 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 asset allocation and financial planning.

Christopher Brennan is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at B.C. Ziegler and Company for eight years. He is also involved in his local community as a member of the Parish Pastoral Council at St Mary Church in Sayner, Wisconsin. Stifel serves a diverse clientele, 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.

David Safarian is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, with prior roles at Wells Fargo Clearing and Morgan Stanley Dw Inc. Stifel serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and forward-looking capital market assumptions.

Tricia Sjoholm is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with nine years of industry experience. She has been with Stifel since 2013. 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 methodology for investment analysis and allocation guidance developed by its Investment Strategy Group, providing clients with planning tools that support but do not guarantee investment decisions.