Colleen Boggess is a financial advisor at Stifel with Series 63 and Series 66 credentials and 24 years of industry experience. She has held prior roles at Raymond James Financial Services Advisors, Ameriprise Financial Services, and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Russell May is a CFP® with 28 years of industry experience, currently advising at Stifel in Dallas, TX. His career includes roles at Merrill, UBS Financial Services, and Bank of America. He serves as a Trust Committee member on a non-family trust. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Robert Sasser is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was associated with several entities under First Command in 2020 and was involved with Real Estate Collateral, LLC from 2013 to 2019. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

James Cummings is a financial advisor at Stifel with nine years of industry experience. He has held roles at Stifel Nicolaus & Co Inc since 2018 and previously worked at Wells Fargo Clearing Services LLC. Prior to his financial career, he was employed at The Broadway Hotel - The Roof and attended the University of Missouri. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Matthew Hall is a financial advisor at Stifel in Indianapolis, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Ashland University and Franklin Central High School. 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.

Jeronimo Ramirez is a Series 66-licensed financial advisor at Stifel with four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Advanced Regulatory Compliance, LLC. Ramirez is based in Los Angeles, CA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Sean Miller is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he held positions at BBraun, The Home Depot, and FedEx among other companies. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and third-party advisor recommendations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Josephine Mastilak is a CFP®-certified financial advisor with 43 years of industry experience. She currently works at Stifel and previously held roles at Wells Fargo Clearing, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Stifel serves a broad range of clients, including individuals, institutions, 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, offering asset allocation and financial planning analyses intended to support client decision-making.

Jackson Markham is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Integrated Payment Services and involvement in golf-related business activities through Jackson Markham Golf. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decision-making.

Tina Avelar is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Merrill for 34 years before joining Stifel Nicolaus & Co Inc, where she has been since 2021. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning.

Noble Nash is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of his advisory role, he serves on the boards and committees of several Dallas-based nonprofit organizations, including the Highland Park Education Foundation, the Salesmanship Club, and the Momentous Institute. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable entities, offering both brokerage and investment advisory services. The firm’s investment approach relies 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 analyses.

Debbie Hines is a financial advisor at Stifel in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. She has worked at Stifel since 2015. 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 asset allocation methodologies developed by its Investment Strategy Group.

Ryan Lohmeyer is a CFP® professional with 14 years of industry experience. He has been with Stifel since 2015, based in Lawrence, Kansas. 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 uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Peter Seppi is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both 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.

Victor Costa is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is involved in several fitness and wellness ventures, including founding a weight loss and nutritional program, producing fitness content, and operating an uplifting YouTube channel and podcast. He also has experience in acting and performing. Stifel serves a diverse client base including individuals, institutions, and nonprofit entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Dianilda Martinez is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Stifel in 2024, she worked at Morgan Stanley from 2016 to 2024 and at UBS in 2018. 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 asset allocation methodologies.

David Hollo is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing for seven years. Outside of his advisory role, he serves on the boards of the Missouri Botanical Garden, Deer Creek Club, Log Cabin Club, and The Muny, among other community organizations. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation models developed by its Investment Strategy Group.

Leland Mcdonough is a financial advisor with Stifel in Boston, MA, holding Series 63 and Series 65 licenses and 57 years of industry experience. He has worked at Stifel Nicolaus since 2008 and previously spent one year at Morgan Stanley & Co. LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Anthony Bove III is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Outside of his advisory work, he serves as an Industry Arbitrator for FINRA. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

John Murphy Jr. is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. 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, providing analysis and asset allocation guidance designed to support client decision-making.