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John G
Series 66
Spokane, WA
STIFEL
John Graham is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. He previously worked at Kainos and Mercy Housing Incorporated, among other organizations. Outside of his advisory role, he co-hosts the Smalltown Spokane Podcast, which features local leaders and business owners. Stifel serves a broad range of clients 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.
John A
Series 63, Series 65
Little Rock, AR
STIFEL
John Arthur is a financial advisor at Stifel in Little Rock, AR, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has been with Stifel 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 employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.
Sarah T
CFP®, Series 66
Crown Point, IN
STIFEL
Sarah Tallent is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, she worked at City Securities Corporation for three years. Outside of her advisory role, she is the Chief Information Officer for Elves for Santa, Inc., a nonprofit organization focused on charitable activities. 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.
John K
Series 66
Frisco, TX
STIFEL
John Koeijmans is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Bank of America, N.A. He serves on the boards of the Notre Dame School of Dallas and its foundation, which support students with developmental disabilities, and is chair of the school's finance committee. Additionally, he participates in the Jesuit College Preparatory School of Dallas Foundation Committee. Stifel serves a broad 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 to provide asset allocation and planning analyses as a basis for client decisions.
Christina K
Series 63
Boca Raton, FL
STIFEL
Christina Karas is a financial advisor with Stifel in Boca Raton, FL, holding a Series 63 designation and 34 years of industry experience. She has previously worked at Wells Fargo Clearing and Prudential Equity Group. Karas serves as a board member of FemCity, a business women's networking group. 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 from its Investment Strategy Group.
Lance M
Series 63, Series 65
Palm Desert, CA
STIFEL
Lance Mcintosh is a financial advisor with Stifel in Palm Desert, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he is a voting member with a 20% interest in a small apartment building LLC. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.
Michael R
Series 66
Crown Point, IN
STIFEL
Michael Reyna is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at Integrity Trade Services from 2015 to 2022 before joining Stifel. 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 is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.
Jacob S
Series 66
Cape Girardeau, MO
STIFEL
Jacob Shy is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Commerce Bank and Southern Bank. He is also a commissioned notary public in Missouri. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.
Scott B
Series 66
Succasunna, NJ
STIFEL
Scott Buchanan is a Series 66-licensed financial advisor at Stifel with four years of industry experience. His prior work includes serving in the United States Army on active duty from 2014 to 2022 and a brief tenure at Summit Financial LLC in 2022. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Alan O
Series 63, Series 65
West Bend, WI
STIFEL
Alan Olsen is a financial advisor at Stifel with Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Stifel since 1988 and also has a background at MONY dating back to 1984. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.
David D
Series 63, Series 65
Lawton, OK
STIFEL
David Denham is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Denham serves on the board of the Comanche County Memorial Hospital Foundation and is chairman of the Funds Distribution Committee at Arts for All, a nonprofit organization promoting the arts. Stifel provides brokerage and investment advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Michael D
Series 63, Series 65
Frontenac, MO
STIFEL
Michael Dressel is a financial advisor at Stifel with Series 63 and Series 65 licenses and 31 years of industry experience. He worked at UBS Financial Services for 25 years before joining Stifel in 2025. Outside of advisory work, he is the owner of Current River Farms LLC, an agricultural business. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.
Michael A
Series 66
Southfield, MI
STIFEL
Michael Anderson is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following roles at Wells Fargo Clearing and UBS Financial Services. Anderson serves as a Green Committee member at Meadowbrook Country Club, participating in coordination between the golf course superintendent, members, and board. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology through its Investment Strategy Group to provide forward-looking investment analyses and asset allocation guidance.
John F
Series 63, Series 65
Johnson City, TN
STIFEL
John Fleenor III is a financial advisor at Stifel with Series 63 and Series 65 licenses. He has experience in the financial industry spanning several roles since 2016, including positions at Regions Bank and Regions Mortgage. 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.
John R
Series 63, Series 65
Birmingham, AL
STIFEL
John Rucker is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Intl Advisory Consultants Inc. for 10 years. Rucker has served as past president and board member of the Mountain Brook Chamber of Commerce and is currently a board member of JH Outback Birmingham and Vestavia Country Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Mark M
CFP®, Series 66
West Des Moines, IA
STIFEL
Mark Malone is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Stifel since 2024. Prior to joining Stifel, he worked for 13 years at Bank of America and Merrill Lynch. 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.
Annie Y
Series 66
Newport Beach, CA
STIFEL
Annie Yang is a Series 66 licensed financial advisor at Stifel with 12 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent three years with Wells Fargo Clearing. Yang serves on the Board of Directors for the Savannah Neighborhood Association, a homeowners association. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and financial planning analyses intended to support client decision-making.
Brent K
Series 66
Boise, ID
STIFEL
Brent Koetter is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson & Co. from 2002 to 2016 before joining Stifel Nicolaus & Co. in 2016. 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.
Emily B
Series 66
Haddonfield, NJ
STIFEL
Emily Bonnette is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020. Prior to that, she was affiliated with Bank of America and Merrill from 2016 to 2020. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.
Michael C
Series 63, Series 66
Wausau, WI
STIFEL
Michael Calo is a financial advisor at Stifel in Wausau, WI, holding Series 63 and Series 66 credentials with 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill, and J.P. Morgan Chase Bank NA. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.
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