David Allen is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Fahnestock & Co. Inc. for 22 years. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

John Fuger is a financial advisor with STIFEL in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services alongside financial planning and third-party adviser recommendations. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

Steven Vitale is a CFP® and CFA® with 31 years of industry experience. He is currently a financial advisor at Stifel, where he has worked since 2020. Prior to joining Stifel, Vitale held positions at UBS Financial Services and Morgan Stanley. Outside of his advisory work, he serves as president of several LLCs that manage rental properties. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and planning analyses designed to assist client decision-making.

Susan Allan is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2009. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she owns a duplex rental property in Conshohocken, PA. Stifel serves a diverse 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.

Ralph Fajack is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a wide 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 that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jesse Wright is a financial advisor at Stifel with 20 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following prior roles at Wells Fargo Clearing and TD Ameritrade. Outside of his advisory work, Wright serves as president of a homeowners association and is a board member of a youth soccer club. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Carlos Mieles is a CFA® charterholder and holds the Series 66 designation with four years of industry experience. He has worked at Stifel, Nicolaus & Company since 2019, following prior roles at IBISWorld, CAM Architect, and Phaidon International. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies using forward-looking capital market assumptions and probabilistic models to support asset allocation and financial planning.

Andrew Harvey is a financial advisor with Stifel in San Diego, CA, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory role, he is a drummer in a rock and roll band. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Berg is a financial advisor with Stifel in Rochester, MN, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he serves as a bookkeeper for The Landings Association, a homeowners association in Spirit Lake, Iowa, and will join the board of the Folwell Ridge Homeowners Association in Rochester beginning in 2025. Stifel serves a broad 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.

Connor Johnson is a financial advisor at Stifel with Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Creative Planning, Lockton Companies, Bank of Prairie Village, and the University of 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 guidance is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling.

Craig Braun is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2018 before joining Stifel in 2018. Braun serves as a volunteer member of the Investment Advisory Committee for the Charter Township of Independence. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Sean Hogan is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has been with Stifel 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 approach is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Kevin Radcliffe is a CFP® professional with 30 years of experience in the financial services industry. He has been with Stifel Nicolaus & Co Inc since 2009. Based in Carlsbad, CA, he holds Series 63 and Series 65 licenses. Stifel serves a wide 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 proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling.

Maria Morhous is a financial advisor at Stifel with 32 years of industry experience. She has held Series 63 and Series 66 designations and previously worked at First Empire Securities, Inc. for 21 years before joining Stifel in 2019. 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 is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Ashley Haley is a financial advisor at Stifel with 16 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Robert Fenton is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following eight years at Raymond James & Associates. Outside of his advisory role, he has been involved with RJF Sports since 2006. 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 asset allocation methodologies.

Brian Talgo is a financial advisor with Stifel in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Curtis Finnicum is a financial advisor with Stifel who holds the Series 66 designation and has 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously at Wells Fargo Clearing from 2016 to 2020. Outside of his advisory role, he serves as a board member for United Way of Cascade County, a local volunteer organization. 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 proprietary forward-looking capital market models developed by its Investment Strategy Group to support asset allocation and financial planning.

Brad Ransom is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. His career includes roles at Stifel Nicolaus & Co Inc since 2020, Wells Fargo Clearing from 2016 to 2020, and A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 developed by its Investment Strategy Group.

Robert Stauffer III is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, 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 that support client decision-making.