Dylan Levy is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2019, following positions at First Empire Securities, Inc. and AXA Advisors, LLC. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Dryden Geronimi is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 credential and has worked at Stifel since 2018, following 11 years at B C Ziegler and Company. 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.

Christopher Armour is a CFA® charterholder and holds the Series 66 designation with 16 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016 and briefly worked at Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a FINRA arbitrator and is a commissioned Notary Public in Michigan. Stifel serves a diverse client base including individual and institutional investors, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing guidance on asset allocation and financial planning that supports client-driven decision-making.

Thomas Weil is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2015. Outside of his financial career, he is involved in the music industry as a band manager and bass player for the Wheelhouse Country Band and owns an entertainment equipment business called Wheelhouse Sound & Light. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Stephen Carter is a financial advisor with Stifel in Denver, CO, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Stifel Nicolaus & Co. since 2013. 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, providing asset allocation and planning analyses intended to support client decision-making.

Christopher Matheson is a financial advisor with Stifel in West Bend, Wisconsin, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, Matheson is involved in product development for Matheson Brands, LLC, which focuses on deer hunting and sports products, and he contributes to research and development at I AM Brands LLC, a company producing products for coaching youth sports. Stifel serves a wide range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to support asset allocation, retirement, and estate planning analyses.

Jason Fleck is a financial advisor with Stifel in Bend, Oregon, holding a Series 66 designation and having 20 years of industry experience. He previously worked at UBS Financial Services Inc. for eight years before joining Stifel Nicolaus & Co. Inc. in 2019. Outside of his advisory role, Fleck manages a personal hobby ranch and farm where he raises cattle and grows vegetables. Stifel serves a wide 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 allocation guidance to support client decision-making.

Bradford Beukelman is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel since 2009. His credentials include Series 63 and Series 66 licenses. Outside of his advisory role, he is a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Judith Enochs is a financial advisor with Stifel in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a diverse client base 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.

Phillip Hamilton is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Stifel since 2007. 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 methodologies developed by its Investment Strategy Group.

Murray Segal is a financial advisor with Stifel in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and model allocations that support client decision-making.

Edward Yen is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended as a basis for client decisions.

Daniel Newell is a financial advisor with Stifel in Hunt Valley, MD, holding Series 63 and Series 65 designations and 47 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent nine years at RBC Capital Markets Corporation. Newell also serves as a personal representative for a non-family trust. 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.

Mark Matthes is a financial advisor at Stifel with 35 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Stifel since 1990. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and allocation methodologies.

James Eberle is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2003. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Avis Chandler is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Morgan Stanley. 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling to support client decision-making.

Erik Melville is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2019. He previously worked at Raymond James & Associates from 2007 to 2019. Melville serves on the boards of the Arnold Palmer Medical Center Foundation and the St. Lucie County Sheriff's Foundation, supporting healthcare and law enforcement initiatives in his community. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering forward-looking analyses to support client decision-making.

Annette Celentano is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 15 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 asset allocation methodologies developed by its Investment Strategy Group.

Susan Lowry is a financial advisor at Stifel in Plymouth, MA, holding Series 63 and Series 65 licenses with 39 years of industry experience. She has been with Stifel Nicolaus since 2008. Outside of her advisory work, she serves as a 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 and financial planning guidance.

Theresa Bogovich is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she serves as a member of The Shields School of Business Advisory Board at St. Francis University. 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 incorporates proprietary methodologies developed by its Investment Strategy Group, providing guidance through forward-looking capital market assumptions and probabilistic modeling.