Jonathan Peris is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co., Bank of America, and Merrill. Peris serves as a board advisor for Trail Blazers, a nonprofit organization focused on children. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

John Davis is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has worked previously at Chapin Davis Investments and System Source Inc. John is based in New York, NY. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jason Zehr is a Series 66 licensed financial advisor with 21 years of industry experience. He has been with Stifel since 2026 and previously worked at TIAA-CREF for 15 years. Outside of his advisory role, he serves as Vice President of the Congregation and Chair of the Stewardship Board at Trinity Lutheran Church, and he is a member of the church’s Trust Committee overseeing investment policies for its endowment funds. Stifel serves a diverse client base, including individuals, institutional clients, 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 to support asset allocation and financial planning.

Peter Gray is a financial advisor at Stifel with 48 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations by offering brokerage and investment advisory services such as fee-based financial planning and model-driven asset allocation. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support client decision-making.

Lamar Morris is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Stifel, where he has worked since 2020. Prior to that, he spent nine years at Bank of America, N.A. Outside of financial advising, he is involved in oil and gas exploration through Spooner Petroleum. 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 support asset allocation and financial planning analyses.

Kyle Grossart is a financial advisor with Stifel in Roseville, CA, holding a Series 63 designation and 42 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses intended as decision-making tools for clients.

John Jenkins is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Morgan Keegan & Company, LLC, Wells Fargo Clearing, and has been with Stifel Nicolaus & Co Inc since 2018. He also serves as a trustee for a family-related account. Stifel serves a broad 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 that supports asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Dustin Behan is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, as well as affiliated entities including Keefe, Bruyette & Woods, Inc. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Robert Thompson is a financial advisor at Stifel with 42 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he is involved in grape growing as the sole owner of a vineyard in Woodbridge, California. 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.

George Bryan is a financial advisor at Stifel in Vero Beach, FL, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Sumitomo Mitsui Banking Corporation and Morgan Stanley, as well as a position with the New York Yankees. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, providing brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Susan Goucher is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, she is also a licensed notary. Stifel serves a diverse client base, 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, retirement, insurance, and estate planning analyses.

Frank Brand III is a financial advisor at Stifel with 11 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2015 and holds a Series 66 license. Stifel serves a wide range of clients, including individuals and institutional entities, offering brokerage and investment advisory services grounded in proprietary investment methodologies developed by its Investment Strategy Group.

Amy Edington is a financial advisor at Stifel with 16 years of industry experience. She holds the Series 66 credential and previously worked at Morgan Stanley Smith Barney for 11 years prior to joining Stifel in 2020. Stifel serves a diverse client base, 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 guide asset allocation and financial planning.

Frederick Telarico Jr. is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 13 years before joining Stifel in 2024. Stifel serves a diverse client base 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 that emphasizes forward-looking capital market assumptions and probabilistic modeling.

Jonathan Ricks Jr. is a financial advisor with STIFEL in Traverse City, MI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with STIFEL since 2009. 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.

Tana Reich is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America from 2011 to 2022 before joining Stifel in 2022. Outside of her advisory role, she volunteers with Wildblue Charitable Neighbors, serving on the services committee to support local initiatives related to hunger, housing, animal welfare, youth education, seniors, and veterans in Lee County. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Margaret Smith is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory role, she serves as a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Zawodniak is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously spent nine years with Wintrust Investments LLC. Based in St. Louis, MO, he holds a Series 66 license. 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 methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a basis for client decisions.

Patrick Buckley is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has been with Stifel since 2019. Prior to his career in finance, he spent seven years at Baker Street Bakery. Buckley serves on advancement and fundraising committees for the Mary Cariola Center and the Seneca Park Zoo, contributing to philanthropic and conservation efforts in the Rochester area. 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 methodologies developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Elisha Porterfield is a CFP® professional with 20 years of experience in the financial services industry. She has worked at Stifel since 2017 and previously spent eight years at City Securities Corporation. Outside of her advisory role, she manages a room rental within her personal residence. Stifel serves a wide 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 analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance.