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Michael K

Series 66

Tulsa, OK

STIFEL

Michael King is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co since 2014. Outside of his advisory role, he creates custom mini football helmets, coaches basketball, serves as a board member of the local YMCA, and is president of the Tulsa Referral Network. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both 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 that support client decision-making.

General retirement planning Income planning
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Lauren R

CFP®, PFS™, Series 66

St. Louis, MO

STIFEL

Lauren Randazzo is a CFP® and PFS™ professional with 10 years of industry experience. She is currently with Stifel since 2024 and has previously worked at several firms including Purshe Kaplan Sterling Investments, Archford Capital Strategies, and Moneta Group Investment Advisors. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Jose B

CFP®, Series 63, Series 65

Murrieta, CA

STIFEL

Jose Bohon is a financial advisor at Stifel with 39 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Stifel in 2025, he worked at Wells Fargo Clearing, Merrill, Citigroup Global Markets, and Morgan Stanley Dw Inc. Bohon serves on the board and several committees of the Inland Empire Community Foundation, a nonprofit organization supporting Riverside and San Bernardino counties. Stifel serves a broad range of clients—including individuals, institutions, 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 intended to support client decision-making.

General retirement planning Income planning
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Peter N

Series 63, Series 65

Chicago, IL

STIFEL

Peter Nazos is a financial advisor at Stifel with 36 years of industry experience, including 29 years with Stifel. He holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Jeffrey K

Series 63

Tampa, FL

STIFEL

Jeffrey Kartheiser is a financial advisor with Stifel in Tampa, FL, holding a Series 63 license and bringing 40 years of industry experience. He worked at Raymond James & Associates for 27 years before joining Stifel Nicolaus & Co Inc in 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment methodology is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Kevin V

Series 66

Rochester, MI

STIFEL

Kevin Van De Steene is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2012. Outside of his advisory role, he serves as a Finance Board Member at St. Mary Mystical Rose Parish in Armada, Michigan. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Justin P

CFP®, Series 66

Newport Beach, CA

STIFEL

Justin Porrett is a CFP® with 13 years of industry experience, currently advising at Stifel. He has worked at Stifel Nicolaus & Co Inc since 2016, with a brief tenure at Merrill from 2018 to 2019. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Sonia G

Series 63, Series 65

Lebanon, PA

STIFEL

Sonia Gross is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent 12 years at M&T Securities. Outside of her advisory role, Gross is actively involved with the Kiwanis Club of Lebanon County, serving as Golf Committee Chairperson and holding several board roles within local and state Kiwanis organizations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Kevin F

Series 63, Series 65

Wausau, WI

STIFEL

Kevin Fronek is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individual investors, 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, providing asset allocation and planning analyses to support client decision-making.

General retirement planning Income planning
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Jill C

Series 63, Series 66

Carlsbad, CA

STIFEL

Jill Connelly is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment strategy developed by its Investment Strategy Group.

General retirement planning Income planning
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Jason R

Series 66

San Diego, CA

STIFEL

Jason Rudolph is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following prior roles at Morgan Stanley and its affiliates from 2003 to 2016. Outside of his advisory work, he is a co-owner and operator of a snack and beverage vending business run alongside his wife. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Gary D

CFP®, Series 63

Springfield, IL

STIFEL

Gary Durchholz is a CFP® with 38 years of industry experience and has been with Stifel since 2012. He is based in Springfield, IL. Outside of his advisory role, he serves on the Williamsville, IL Planning Commission, reviewing village development applications. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking asset allocation and planning analyses.

General retirement planning Income planning
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Stanton J

Series 63, Series 65

Bozeman, MT

STIFEL

Stanton Jones is a financial advisor at Stifel with Series 63 and Series 65 registrations and 45 years of industry experience. He worked at UBS Financial Services for 17 years before joining Stifel Nicolaus & Co Inc, where he has been since 2011. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, offering both 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.

General retirement planning Income planning
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Hanna K

Series 66

Wausau, WI

STIFEL

Hanna Koss is a financial advisor at Stifel with six years of industry experience. She holds a Series 66 designation and has been with Stifel since 2019. Prior to joining Stifel, she worked in the Arcadia School District for seven years. Koss is involved with the United Way of Marathon County as a member of their Emerging Leaders group and volunteers time to support community events. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by the Stifel Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

General retirement planning Income planning
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James L

Series 63, Series 66

Panama City, FL

STIFEL

James Link is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he is involved in managing real estate and vacation rental activities through Sunset View 503 LLC. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Colten J

CFP®, Series 66

Saint Joseph, MO

STIFEL

Colten Joseph is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with two years of industry experience. His background includes roles at the University of Kansas and Tradebot Systems. Outside of his advisory work, he is a board member of Big Brothers Big Sisters of Greater St. Joseph and participates in the St. Joseph Chamber of Commerce Diplomats Club’s Hospitality Committee. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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John A

Series 63, Series 66

Yardley, PA

STIFEL

John Abbracciamento is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Bank of America and Merrill. Stifel serves a diverse range of clients, including individuals, institutional investors, and nonprofit entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Paul B

Series 63, Series 65

Las Cruces, NM

STIFEL

Paul Bridgers is a financial advisor with Stifel in Las Cruces, New Mexico, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 12 years with Bank of America, NA. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both 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 decisions.

General retirement planning Income planning
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Robert J

Series 63, Series 65

Dallas, TX

STIFEL

Robert Johnson Jr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a 23-year tenure at Merrill. Outside of his advisory work, he serves on the Board of Trustees for the FSU Foundation. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Thomas L H

Series 63, Series 65

Fairport, NY

STIFEL

Thomas L Huber is a financial advisor at Stifel with Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Stifel in 2018. Outside of his financial career, Huber serves as secretary for The Beamer Hughes Foundation, which raises funds to assist Rochesterians affected by Muscular Dystrophy. 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.

General retirement planning Income planning
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