Allison Fliegler is a financial advisor at Stifel with four years of industry experience. She holds the Series 66 designation and has been with Stifel, Nicolaus & Company, Incorporated since 2021. Outside of her advisory role, she serves as a board member for The Foundation for Roslyn's Educational Advancement and Development, a nonprofit focused on funding educational improvements in the Roslyn School District. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Christopher Longo is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009 and holds a Series 63 designation. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Almir Salihovic is a financial advisor at Stifel in St. Louis, MO, with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for ten years before joining Stifel in 2026. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Milton Tynch Jr. is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2008. 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.

Jeremy Fung is a financial advisor at Stifel in Morristown, NJ, with nine years of industry experience. He has held Series 63 and Series 66 designations and has been with Stifel Nicolaus since 2015. 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 uses proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Nathan Farr is a CFP® with 22 years of industry experience, currently serving at Stifel since 2018. Prior to that, he worked for eight years at B.C. Ziegler and Company. He is also a commissioned notary public in the state of Wisconsin. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services backed by a proprietary investment methodology developed by its Investment Strategy Group.

Christina Martinez is a financial advisor at Stifel with six years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and previously worked at KCG Investment Advisory Services and Advisors Asset Management, Inc. Outside of her advisory role, she is involved in rental property ownership. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Lauryn Andre is a financial advisor at Stifel with two years of industry experience. She holds the Series 66 designation and has previously worked at Gate City Bank and Lululemon. Outside of finance, she has experience in retail and education sectors. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning analyses.

Marc Parson is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. His prior experience includes roles at Wells Fargo Clearing, PNC Wealth Management, and Edward Jones. Outside of his advisory work, he serves as a referee for grade school and high school soccer and basketball, and participates on the finance committee at St. Pius X High School. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, providing planning tools that support client decision-making.

Alan Crumley is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Douglas Houtz is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ian Caputo is a Series 66-licensed financial advisor at Stifel with three years of industry experience. Prior to joining Stifel in 2022, he worked at UBS Financial Services, KDDI America, and Amazon. He also has experience in sports management and recreational organizations. 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 strategy methodology.

Robert Caine is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including BlackRock, Invesco, Thornburg Securities, and OppenheimerFunds. Caine serves on the board of the Albuquerque Public Schools Education Foundation. 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 proprietary investment methodology combines forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

James Brand is a financial advisor at Stifel based in Chicago, IL, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has worked at Stifel since 2015. Outside of his advisory role, Brand is co-owner and secretary of Gratefully Frozen, Inc., which owns a custard and yogurt shop, with his spouse managing daily operations. Stifel serves a broad range of clients including individuals, institutional clients, and nonprofit organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports client decision-making across various financial planning areas.

Jeffrey Wirth Sr. is a financial advisor with Stifel in Portland, OR, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. 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 asset allocation methodologies developed by its Investment Strategy Group.

Damian Campagnano is a financial advisor at Stifel with 27 years of industry experience. He has held his current position since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing both brokerage and investment advisory services. The firm’s 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 inform asset allocation and financial planning analyses.

Joshua Hinkle is a financial advisor with Stifel in Center Valley, PA, holding a Series 66 designation and 13 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he serves as a director and coach for Rotties Baseball Inc., a youth travel baseball organization. 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 is supported by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Paul Pettus is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, relying on forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Jerry Schapira is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

Jeffrey Pierce is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes roles at Wells Fargo Clearing, A.G. Edwards & Sons, Cambridge Investment Research, and Morgan Stanley. He is an instructor at both the University of California, Irvine Osher Life Long Learning Program and California State University, Fullerton, and serves on the board of the Laguna Plein Air Painters Association. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services that incorporate proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.