Brent Woolstenhulme is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves as treasurer for the Island Park Village Homeowners Association, where he reviews and discusses financial data prepared by outside accountants. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s approach incorporates proprietary investment analysis and allocation guidance developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Phoebe Jaramillo is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Her prior roles include positions at Finance 500 Inc., Securities America Advisors, and Michele Young. She is a licensed life and health insurance agent in California and receives residual commissions from past insurance business activities. 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 methodologies.

Madison Helphinstine is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at several firms, including Miller Buckfire and Keefe, Bruyette & Woods, Inc. prior to her current role. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, 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.

Nathan Nichols is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services and Aerotek, Inc. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis developed by its Investment Strategy Group.

Sumeet Rai is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Sanders Morris Harris Inc. and Miller Green Financial. Stifel serves a broad 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.

Patrick Sinclair is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Sinclair holds the Series 63 and Series 65 designations and is based in Walnut Creek, California. Stifel serves a broad range of clients including individuals, institutional investors, 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.

Samuel Gleaves is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stifel. His previous roles include positions at AXA Advisors, LLC and WestPoint Financial Group. 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.

Bradley Pendleton is a CFA® charterholder and holds a Series 66 license with 22 years of experience in the financial industry. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he serves as an exam grader for the CFA Institute and participates on investment committees for nonprofit and fraternal organizations in the Nashville area. 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 strategy methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning guidance.

Michael Beck is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 13 years of industry experience. He has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and governmental entities, providing 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 support asset allocation and financial planning analyses.

Kyle Marcolla is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Stifel since 2011. He holds the Series 66 designation and is based in Chillicothe, Missouri. Outside of his advisory role, Marcolla is involved in his community through board memberships at the Chillicothe Country Club, Chillicothe Chamber of Commerce, Hope Haven Industries, Bishop Hogan Memorial School Advisory Council, and The Ronnie and Dolores Stamper Educational Foundation. 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 investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Christina Walter is a financial advisor at Stifel with 17 years of experience at the firm and holds a Series 66 designation. She is based in Great Falls, MT. Outside of her advisory role, she serves as Secretary for the Gore Hill County Water District. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Kevin Mclain is a financial advisor at Stifel with 36 years of industry experience and holds a Series 63 license. He has been with Stifel Nicolaus & Co Inc since 2013 and has operated Jd Mclain since 1984. Outside of his advisory work, he has ownership interests in Cary Specialty Services and farmland in Wisconsin. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Robin Barry is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was with Rockefeller Financial LLC for one year and Morgan Stanley for six years. Outside of his advisory role, he works as an independent contractor providing babysitting and pet sitting services. 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 proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting client asset allocation and planning decisions.

Michael Capute is a Series 66-licensed financial advisor with six years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. His prior roles include positions at Equitable Advisors and AXA Advisors, as well as involvement with Harbor Yard Sports and Entertainment. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Paul Putzel is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. 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.

Brenda Marzynski is a CFP®, ChFC®, and holds a Series 66 license with 26 years of industry experience. She has worked at Stifel since 2025 and previously spent 19 years at infinex Investments, Inc., with additional experience at LPL Financial and Wintrust Investments. Stifel serves a broad range of clients including individual, institutional, charitable, and municipal entities, offering brokerage and investment advisory services that utilize a proprietary investment methodology developed by its Investment Strategy Group.

Morgan Nix is a financial advisor at Stifel with 14 years of industry experience. He has held his current position since 2014. Outside of his advisory role, he is a partner in a rental property business. 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.

David Petrie is a CFA® charterholder affiliated with Stifel in Morristown, NJ, with 36 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, 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.

Ben Palazzo is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2010. 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 a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to assist with asset allocation and financial planning.

Craig Murphey Jr. is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at BASF and Delta Material Services before joining Stifel in 2022. He studied at Georgia Tech from 2012 to 2017. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.