Derek Downing is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and previously worked at First Empire Securities before joining Stifel Nicholas in 2019. Outside of his advisory role, he serves as a board member and treasurer for the St. James Smithtown Little League, a local youth sports organization. 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, providing asset allocation, retirement, insurance, and estate planning analyses.

Denali Fellenz is a Series 66 licensed financial advisor at Stifel with two years of industry experience. Prior to joining Stifel in 2026, Denali worked at Cambridge Investment Research and has been involved with Roden Echo Valley, LLC since 2022. Outside of financial advising, Denali has involvement with the Kettle Moraine Soccer League. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering both 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.

Fernando Barzana is a financial advisor at Stifel with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill for 33 years and Wells Fargo Clearing for 5 years before joining Stifel in 2021. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Haase is a financial advisor at Stifel with 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 65 credentials. 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 investment approach is based on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Craig Bonelli Jr. is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2012. Outside of his advisory role, he serves on the advisory board of St Rose of Lima Catholic School in Paso Robles, CA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and planning analyses tailored to client decisions.

Michael Mazor is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Mazor serves as a FINRA arbitrator and is a member of a local grievance committee addressing community issues. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses, supporting client decision-making without guaranteeing outcomes.

Peter Borrello is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 1988 to 2019 before joining Stifel in 2019. 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.

Ariel Jahnke is a financial advisor at Stifel based in Chicago, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Stifel in 2023, Jahnke worked at SurePayroll and City Staffing and has experience in the fitness industry with CorePower Yoga. 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.

David Gay is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group and includes services such as fee-based financial planning and recommendations of third-party advisers.

Clayton Johnston is a financial advisor at Stifel based in Fresno, CA. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Stifel, his work experience includes roles at University of California, Los Angeles, Chick-Fil-A Blackstone, and in education with the Clovis Unified School District. 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 methodology relies on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning decisions.

Johnny Dunn is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 license. Outside of his advisory role, he is involved in real estate management and ownership through entities such as Mary Management LLC. 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 guide asset allocation and financial planning.

Francis Campagna is a financial advisor with Stifel, holding a Series 66 designation and three years of industry experience. He previously worked at Southeastern Asset Management for four years and TRUGREEN for two years. Campagna is based in Memphis, TN. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking assumptions and probabilistic modeling for asset allocation and planning analyses.

Thomas Liquori Jr. is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2015 and holds Series 63 and Series 65 designations. Outside of advising, he is involved in vacation home rental management. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment strategy and planning tools.

Adam Wetli is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 credential and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both 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 to guide asset allocation and financial planning.

David Clausen is a CFP® professional with 30 years of industry experience, currently serving as a Financial Advisor at Stifel since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory work, Clausen serves on the Board of Directors for the Confidence Learning Center, which supports individuals with developmental disabilities, and he is also a board member of the Sibley Lake Association Lake Improvement District. Stifel serves a broad 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.

David Luna is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and municipal market participants and operates alongside affiliated trust companies and banks.

Paul Sam Carothers is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Cerner Corporation. Carothers’ career also includes four years at the University of Missouri. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Steven Alper is a financial advisor at Stifel with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2015. He serves on the Board of Directors and the development committee of The Foundation Fighting Blindness, a nonprofit focused on raising funds for degenerative blindness research. Stifel serves a diverse client base, including individual, institutional, and charitable clients, 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 financial planning analyses.

Truman Day is a financial advisor with Stifel, holding a Series 63 designation and 47 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Day serves as a board member and fundraising committee participant for the Inland Empire Lighthouse for the Blind. Stifel serves a wide 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.

James Campbell is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019 and Wells Fargo Clearing from 2016 to 2019. Outside of his advisory role, he serves on the finance committee for Holy Trinity Catholic School and is a board member of the Hollidaysburg Area Education Foundation. Stifel serves a broad 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.