Rachel Powell is a financial advisor at Stifel with one year of industry experience. She previously worked at Morgan Stanley and has experience in sales and real estate management through Southwest Sales, LLC and St. James Apartments LLC. 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 planning methodologies.

Sean Rosenthal is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is involved in real estate through ownership and brokerage activities with Roberts Realty and London Properties, LLC. Stifel serves a wide 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.

Jennifer Rydzewski is a financial advisor with Stifel in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She worked at UBS Financial Services for 13 years before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Mark Demo is a financial advisor with Stifel, holding a Series 63 designation and 36 years of industry experience. He has been with Stifel Nicolaus since 2018, following two years at Wells Fargo Clearing. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and planning analyses.

Holly Baroway is a CFP® professional with 25 years of experience, currently serving at Stifel Nicolaus & Co. Inc. since 2009. She participates in governance roles outside of her advisory work, including serving on the executive committee of the Colorado Ballet and chairing the endowment committee at St Anne's Episcopal School, where she collaborates on endowment investment decisions and spending policy. She also holds multiple leadership positions with Chinese Children Adoption International, involving oversight of finances and the investment manager. 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.

Eric Robb is a financial advisor with Stifel in Charleston, SC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory role, he serves as president of The Roy & Gretta Hogan Foundation and is a board member of the Wichita Falls Area Community Foundation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering 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 guide asset allocation and financial planning.

Ryan Bell is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His previous roles include positions at Bank of America and Merrill Lynch Pierce Fenner & Smith. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Samantha King is a financial advisor at Stifel with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, Thurston Springer Financial, Stifel Nicolaus & Co Inc, and Fifth Third Securities. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

Adam Paiement is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Veritiv Operating Company for eight years. 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 allocation guidance.

Hannah Jennings is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. She worked at Wells Fargo Clearing for eight years before joining Stifel in 2024. 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 analysis and allocation methodologies developed by its Investment Strategy Group.

Christina Smith is a financial advisor at Stifel with eight years of industry experience. She holds the Series 66 designation and previously worked at Avenica and Mary Kay, Inc. Stifel serves a diverse client base, 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 to support asset allocation and planning analyses.

Ron Bekins is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2015. 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 utilizes a proprietary methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses for clients.

Charles Coakley Jr. is a financial advisor with STIFEL in Brookfield, WI, holding a Series 66 designation and 26 years of industry experience. He has worked at Stifel Nicolaus since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment process is supported by a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to guide client decisions.

Robert Heinze is a CFP® professional with 31 years of industry experience, currently affiliated with Stifel Nicolaus & Co Inc since 2009. He serves as Chair of the Finance Committee for the Family Service Association of Redlands and holds board roles with the Myron Ratcliffe Family Foundation as Vice President and Kimberly Shirk Events, Inc. as President. Heinze also serves as President of the Copper Hill Home Owners Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses that support client decisions.

Ernest Coffindaffer is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory role, he co-owns and operates a hay production farm in Bridgeport, West Virginia. Stifel serves a diverse client base that includes individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Anthony Small is a CFP® professional with 19 years of industry experience, currently advising clients at Stifel. He previously worked at UBS Financial Services for six years before joining Stifel in 2019. Small holds a Florida Department of State Notary Commission. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering 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.

Daniel Robertson is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Crown Capital Securities, Six Point Financial Group, Center Street Advisors, Wealth Protection Advisors, and Eldercare Financial. He took a one-year hiatus as a homemaker between 2020 and 2021. 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 relies on a proprietary methodology developed by its Investment Strategy Group, which delivers asset allocation and planning analyses based on forward-looking capital market assumptions.

Jan Kamphuis III is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Truist Advisory Services. 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.

Hogan Disbrow is a Series 66-licensed financial advisor at Stifel with four years of industry experience. Prior to joining Stifel in 2023, he worked at Fidelity Investments and has held various roles including positions at country clubs and Wake Forest University. He serves on the investment committee of the Kiwanis Club, a nonprofit organization focused on children’s programs in his community. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

William Mcwilliams is a financial advisor at Stifel with 19 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, he serves as a board member and volunteer fundraiser for the Vincent P Gurucharri Foundation and is vice president of The Gurucharri Foundation, both nonprofit organizations based in Columbia, MO. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.