Raymond Breckenkamp is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously held roles at Stifel Independent Advisors, LLC and Edward Jones. He is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services with an investment approach based on proprietary methodology developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling.

David Vegh is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he serves as Vice President of Finance and Board Member at Congregation Darchei Tzedek in Baltimore. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Diana Dorn is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2010 and previously worked at Thomas Weisel Partners LLC, LWI Financial Inc., Independent Advisers Group Corp, and LPL Financial. Stifel serves a diverse client base 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, with clients retaining discretion over implementation.

Kelly Morrison is a Series 66-licensed financial advisor with eight years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. Prior to joining Stifel, Morrison worked at Wells Fargo Clearing and Capital Group. Outside of work, Morrison serves on several local boards in Owosso, MI, including the Memorial Healthcare Foundation, the Owosso High School CTE Advisory Board, and the Rotary Club of Owosso. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

James Ferguson is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services including fee-based financial planning and recommendations of third-party advisers. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Adrian Sanchez is a financial advisor at Stifel based in Houston, TX, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Stifel since 2015, following prior roles at Barclays Capital Inc. and Lehman Brothers Inc. 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.

David Richburg Jr. is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Stifel in Houston, TX. He previously worked at Edward Jones for 11 years and spent two years at B. Riley Wealth Advisors and B. Riley Wealth Management. Richburg serves as a trustee for the Frank C Dailey College Scholarship Fund, which provides college scholarships to local high school graduates. Stifel serves a diverse client base, including individuals, institutional investors, 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 asset allocation and financial planning decisions.

Ralph Allison Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients retaining discretion over implementation.

David Zachmeyer is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Harvey Frank is a financial advisor at Stifel with 35 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a diverse client base including individuals, institutions, 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.

John Hellwig II is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Management and Morgan Stanley. Outside of advisory work, he is a minority investor in an HVAC business where he assists with financial analysis and business finances. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering 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.

James Sheek IV is a financial advisor with Stifel, holding a Series 66 license and 20 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he operates a Christmas tree farm that produces and sells lighted Christmas spheres. Stifel serves a diverse client base, including individual and institutional investors, and offers brokerage and investment advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group. The firm’s approach emphasizes fee-based financial planning and customized asset allocation guidance.

John Devlin Jr. is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2015. Outside of his advisory role, he serves as President of the Board of Trustees for Rumson Country Day School, a private grade school in Rumson, NJ. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Oleksa Kyj is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2012. Outside of his advisory role, he serves as a board member of the Ukrainian Heritage School, a nonprofit Saturday school in Jenkintown, PA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Michael Gronlund is a financial advisor with Stifel in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he and his wife own and rent out a second home through a management company. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology from its Investment Strategy Group to provide asset allocation and financial planning analyses.

Brian Thomas is a financial advisor at Stifel with 36 years of industry experience. He has previously worked at Morgan Stanley Private Bank and has held his current position since 2018. Thomas serves as a board member of The 100 Club of Kankakee County, a nonprofit supporting dependents of firefighters and police officers killed in the line of duty. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Joshua Marson is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 13 years of industry experience. He currently works at Stifel and has previously been with Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach employs proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mervat Hassan is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Stifel in 2020. Outside of finance, she operates a design and decor company, Mervat Sabry Hassan Decor & Interior Design. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Berard is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank from 2015 to 2020. Outside of his advisory role, he serves as president of Vesta Works Inc., a company developing a grill starter product. 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.

Carl Willert is a financial advisor at Stifel with 23 years of industry experience and a Series 66 credential. He has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment strategy developed by its Investment Strategy Group.