Michelle Mcgraw is a Series 66 licensed financial advisor at Stifel with 15 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2011. Outside of her advisory role, she is also a notary. Stifel serves a wide 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.

Mark Elston is a financial advisor with Stifel who holds Series 63 and Series 65 registrations and has 46 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2014, following prior roles at LPL Financial, Wells Fargo Clearing, and RBC Capital Markets. Outside of his advisory work, he serves on the board of the Reno Rodeo Association and is a member of the Council of Ex-High Chiefs for the California Indians shooting group. Stifel serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kyle Miller is a financial advisor with Stifel in Omaha, NE, holding a Series 63 designation and 26 years of industry experience. He previously worked at Cetera Advisor Networks LLC, Cetera Wealth Services, LLC, and LPL Financial. 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.

Ashley Palmer is a financial advisor at Stifel with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, Edward Jones, and U.S. Bank. Palmer is based in St. Louis, MO. Stifel serves a broad range of clients, 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.

Mark Otten is a financial advisor with Stifel, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, 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 focuses on forward-looking capital market assumptions and probabilistic modeling.

Valeri Lawson is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Ailady Organvidez is a Series 66-registered financial advisor at Stifel with 17 years of industry experience. She previously worked at Raymond James & Associates for seven years before joining Stifel in 2023. Stifel serves a wide range of clients 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.

Natalie Phinny is a financial advisor with Stifel in Los Angeles, CA, holding a Series 66 designation and having eight years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Wells Fargo Clearing and Genentech. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model allocations intended to support client decision-making.

David Cromack is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 15 years before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and supports a range of clients with tailored asset allocation and retirement analyses.

John Burkhardt is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Ryan Beck & Co., and had an earlier tenure at Stifel. 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 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.

Ronald Kruszewski is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has been with Stifel and its related entities since 1997. Outside of his advisory role, he serves on multiple nonprofit and community boards, including the US Ski and Snowboarding Team’s Fundraising Board and the Saint Louis University Board of Trustees. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Wesley Spurgeon is a financial advisor with Stifel located in Wichita, KS. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Gibraltar Capital Management and Great Plains Industries, and he serves in the Kansas Air National Guard. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jason Dukas is a Series 66 licensed financial advisor with 26 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2017 and previously held positions at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory role, he serves on the Advisory Board of the YMCA of Suncoast, contributing ideas for local events. 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 incorporates proprietary methodologies that use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning decisions.

Matthew Lucas is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at A Mrazek, UPS, and MyHouse Nightclub and Bar. His background also includes employment at the University of Missouri and De Smet Jesuit High School. 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 based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Douglas Bayer is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Eduardo Coloma Jr. is a financial advisor with STIFEL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he owns a single-family rental property in Miami. Stifel serves a diverse range of clients, including individuals, institutional investors, and charitable organizations, 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 planning analyses, with client discretion emphasized in implementation decisions.

Dennis Janssen is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. He is also an agent for Unum Provident Life, providing disability insurance services outside of securities trading activities. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, supporting client decisions across asset allocation, retirement, insurance, and estate planning.

James Tennill III is a financial advisor with Stifel in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Miller is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Madalyn Hosick is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, she held roles at several companies including Gorgias, Kandji, Pave, and Amplitude. 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 probabilistic modeling developed by its Investment Strategy Group.