Andrea Blassaras is a financial advisor at Stifel with 18 years of industry experience. She has held roles at Stifel since 2017 and previously worked at City Securities Corporation from 2006 to 2017. Andrea holds a Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and provides episodic fee-based financial planning, with clients maintaining discretion over implementation.

Andrew Campbell is a financial advisor with Stifel in La Quinta, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he co-presides over Rocky's Hot Rod Shop, a business focused on buying and restoring classic cars, which he operates jointly with his son. 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.

George Williams is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2010. Outside of his advisory role, he serves as chairman of the Radford High School Foundation, a nonprofit supporting local schools, and is a member of the Board of Trustees for Carolina University. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering 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.

Mark Hannum is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and works alongside affiliated trust companies and banks to offer credit facilities using advisory assets as collateral.

John Marcolla is a CFP® with 41 years of industry experience and has been with STIFEL since 2011. He serves as a director of the Mervyn Jenkins Foundation, a charitable organization, and holds board and finance committee roles with local healthcare and parish organizations in Chillicothe, MO. STIFEL provides brokerage and investment advisory services to a diverse range of clients, including individuals, institutions, and municipal entities. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

James Burney is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. since 2002. Stifel serves a diverse 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, with clients generally retaining discretion over implementation.

David Westerfeld is a Series 63-licensed financial advisor with Stifel, based in Bakersfield, CA, and has 33 years of industry experience. He has been with Stifel since 2012. Stifel serves a wide range of clients, including individuals, institutional clients, 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 and financial planning guidance.

Evan Sturges is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co since 2017. Prior to that, he was with Trustwave Holdings Inc. for two years. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Travis Thompson is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co., Inc. since 2003. 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 methodologies developed by its Investment Strategy Group, which use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Richard Stone is a financial advisor at Stifel with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Faith Marzolf is a financial advisor with Stifel, holding a Series 66 designation and four years of industry experience. She previously worked at Merrill Lynch Wealth Management and ITW Global Automotive. Marzolf also serves as a notary in Rochester, Michigan. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Douglas Duch is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Stifel since 2015 and has been affiliated with Sterne Agee & Leach since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kimberly Poetzscher is a financial advisor with Stifel in Wilmington, NC, holding a Series 66 license and bringing 14 years of industry experience. She has been with Stifel since 2006. 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 incorporates proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses to support client decision-making.

Ryan Josey is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus since 2017. Prior to his career in finance, he was affiliated with Georgia Southern University from 2012 to 2017. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Fredric Greenstein is a financial advisor at Stifel with 42 years of industry experience. He has held his current position since 2007 and previously worked at Ryan Beck & Co. in 2007. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Alex Person is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Stifel Nicolaus & Co Inc since 2020 and held a position at Wells Fargo Clearing from 2016 to 2020. He is based in Sioux Falls, SD. Stifel serves a diverse 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 to guide asset allocation and financial planning.

Heather Lozano is a Series 66-licensed financial advisor with five years of industry experience. She has worked with firms including JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and Massachusetts Mutual Life Insurance Co before joining Stifel in 2026. Prior to her financial career, she held roles with Vipkid and the City of Maricopa. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Williams is a CFP® professional with 17 years of experience in the financial services industry. He has been with Stifel Nicolaus & Co Inc since 2018 and previously worked at UBS Financial Services Inc for 11 years. Williams serves on the Board of Trustees for Valwood School in Hahira, GA. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Charles Shimer is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, 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 to guide asset allocation and financial planning.

Robert Franz is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. 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.