Noah Burns is a CFP® professional with 16 years of experience in the financial industry. He has been with Stifel Nicolaus & Co. Inc. since 2013, following two years at First Trust Advisors LP. Outside of his advisory work, Burns is active in community service through Rotary International, where he co-founded and serves as president of a chapter, and participates in local Rotary Club committees focused on charity and youth services. Stifel serves a broad 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 that supports asset allocation and planning analyses to inform client decisions.

Marc Pines is a financial advisor at Stifel with 44 years of industry experience. He has held securities licenses Series 63 and Series 66 and has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, focusing on asset allocation and financial planning analyses to support client decisions.

Michael Clabaugh is a financial advisor with Stifel in Frederick, MD, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking market assumptions and probabilistic modeling for asset allocation and planning analyses.

Gregory Gonzales is a financial advisor with Stifel in Greensboro, NC, holding Series 63 and Series 66 licenses and 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2014. Outside of his advisory role, he serves on the advisory board of the Moses Cone Healthcare Cancer Center and is a board member of the Ross Angel Foundation. 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.

Jerod Havel is a financial advisor with Stifel in Modesto, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. Stifel serves a diverse client base including individuals, institutions, and charitable 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 planning analyses, with clients retaining discretion over implementation.

Cody Paningsoro is a CFP® with 12 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2021, following roles at Wells Fargo Clearing and Osaic FA, Inc. He serves on the board of Volunteer Network OC, a nonprofit that connects volunteers with organizations in the Orange County region. Stifel serves a diverse 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, providing asset allocation and planning analyses to support client decision-making.

Loy Gotham is a financial advisor at Stifel with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services for 24 years. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Michael Brewster is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Stifel in 2023, he worked at Wells Fargo Clearing for seven years. Outside of his advisory role, he is involved as an investor and financier in a hospitality business in Ireland and serves as a director on the board of the Morrison Legacy Foundation. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Denise Klemens is a Certified Financial Planner® (CFP®) with 27 years of industry experience. She has worked at Stifel since 2018 and previously spent 13 years with 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 based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Dayana Merchan Vega is a financial advisor at Stifel with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and J.P. Morgan Securities. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Shane Stein is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. from 2011 to 2020. Outside of finance, he serves on the advisory board of a start-up developing robotic food kiosks, acts as executive producer for a music recording project, and is a board member of a nonprofit supporting Jewish student life in North Texas. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Caroline Reid is a financial advisor at Stifel in Atlanta, GA, holding a Series 66 designation with seven years of industry experience. She has been with Stifel since 2018 and previously worked at Kensie and the University of Georgia. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Eric Johnson is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Prior to joining Stifel, he worked at Butler, Wick & Co., J.P. Morgan Securities Inc., and Banc One Securities Corporation. Outside of his advisory role, Johnson serves as the head coach for freshman football at Jackson High School in Canton, Ohio. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Jennifer Taylor Medolla is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 licenses and with 19 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 both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Edward Ferguson is a financial advisor with Stifel in Athens, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Stifel in 2022. Outside of his advisory role, he serves as an emeritus board member at the UGA Terry College of Business, chairs a capital campaign committee for the Ga Beta SAE Fraternity, is a board member of the Athens Country Club, and holds a minority ownership and secretary position at a local men’s clothing store. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic fee-based financial planning and access to third-party advisers, emphasizing a range of services beyond typical institutional peers.

Grace Suphan is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with Cambridge Investment Research Advisors and Legacy Financial Group. Outside of her advisory role, she occasionally buys and sells antique and vintage items on eBay. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Mary Briscoe is a Series 66-licensed financial advisor with Stifel in Montgomery, AL, where she has worked since 2010. She has 18 years of industry experience. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Teresa Black is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following a 29-year tenure at Merrill. Outside of her advisory role, she provides notary services for clients. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

John Guerra III is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Snipes. 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 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.

Ryan Chapman is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates. Outside of finance, he has worked at the Coeur d'Alene Resort Golf Course. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.