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Zadoc B
Series 63, Series 65
Kahului, HI
STIFEL
Zadoc Brown III is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.
Richard F
Series 63, Series 65
Athens, GA
STIFEL
Richard Ferguson is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of experience in the industry. Prior to joining Stifel in 2022, he worked at Raymond James & Associates for nine years. Outside of his advisory role, he serves on the boards of Downtown Ministries and Athens Academy and is involved with the Jack O'Kelly Foundation, which focuses on drug awareness and education. Stifel serves a wide 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.
Michael V
Series 63, Series 65
Grosse Pointe, MI
STIFEL
Michael Vaughn is a financial advisor with Stifel in Grosse Pointe, MI, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has previously worked at Wells Fargo Clearing and Chase Investment Services Corp. Vaughn is also the owner of MDV LLC, a business unrelated to his advisory role. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.
Brett S
Series 63
Visalia, CA
STIFEL
Brett Schroeder is a financial advisor at Stifel with 34 years of industry experience. He has worked at Wells Fargo Advisors LLC since 2009. Schroeder serves as a board member of the Turnberry Home Owners Association and is president of the Tulare Sunrise Rotary, which provides scholarships to students in need. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client financial planning and asset allocation decisions.
Colleen D
Series 66
St. Louis, MO
STIFEL
Colleen Dunaway is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2020, previously employed at Diversified Financial Advisors, LLC and Enterprise Holdings. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and model asset allocations based on proprietary capital market assumptions developed by its Investment Strategy Group.
Tracy D
Series 63, Series 66
Boise, ID
STIFEL
Tracy Druzisky is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2020, following seven years at UBS. Outside of her advising role, she serves as Vice President of Druzisky Golf Design, a golf course design business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, offering fee-based financial planning that clients may choose to implement independently.
Michael D
Series 66
Franklin, PA
STIFEL
Michael Dulaney is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2024, he held positions with the County of Venango and the Franklin Area Chamber of Commerce. He serves on several nonprofit and community boards, including the Keystone Community Education Council, the Venango Museum of Art, Science and Industry, and the Northwest Hospital 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.
Michael S
Series 63, Series 65
Vero Beach, FL
STIFEL
Michael Sullivan is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he serves as president of both the Metropolitan Golf Association and the Long Island Caddy Scholarship, and he advises Dryvebox Inc., a golf simulator technology company. 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.
Kenneth M
Series 63, Series 65
Scottsdale, AZ
STIFEL
Kenneth Melichar is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he manages a small family farm on a part-time basis. Stifel serves a diverse client base that includes individuals, institutional investors, and nonprofit 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 financial planning analyses.
Krystal T
Series 66
Bourbonnais, IL
STIFEL
Krystal Tambling is a financial advisor at Stifel with 10 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2018. Her current tenure at Stifel began in 2018. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Gregory B
Series 63, Series 65
Manhattan, KS
STIFEL
Gregory Barron is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 1982. Outside of his advisory role, he is involved in ranch work, including farrier and cattle-related activities. 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 strategy methodology developed by its Investment Strategy Group to guide asset allocation and planning analyses.
Aislinn B
Series 66
Bellevue, WA
STIFEL
Aislinn Baker is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2013. Outside of her advisory role, she is the owner of AB Contractors, Inc., a residential and commercial road construction business. 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.
Daniel J
Series 63, Series 65
Greenville, SC
STIFEL
Daniel Judd is a financial advisor at Stifel with 42 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 2007. Judd serves as a board member for the Sigma Nu Theta Rho Alumni Association and the Lutheran Day Nursery of Chicago. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.
Weston S
Series 66
Clearwater, FL
STIFEL
Weston Smith is a financial advisor with Stifel in Clearwater, FL, holding a Series 66 designation and nine years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. 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.
Willard B
Series 63, Series 65
Chicago, IL
STIFEL
Willard Bransky is a financial advisor at Stifel with 59 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Stifel since 2018, following an 11-year tenure at B.C. Ziegler and Company. Outside of his advisory role, he manages Bransky Investments, LLC, a family investment vehicle. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology that supports asset allocation, retirement, insurance, and estate planning analyses.
Vanessa H
CFP®, Series 66
Chapel Hill, NC
STIFEL
Vanessa Haythorn is a CFP® with 16 years of industry experience, currently with Stifel since 2020. She previously worked at Morgan Stanley Private Bank, N.A. from 2015 to 2020. Stifel serves a broad range of clients, 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, providing asset allocation and financial planning analyses to support client decisions.
Craig E
Series 63, Series 65
Morristown, NJ
STIFEL
Craig Eckenthal is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is affiliated with CE STRAND LLC, a company formed to manage his interest in a previously disclosed real estate partnership. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Parker L
CFP®, Series 66
Madison, WI
STIFEL
Parker Leisses is a financial advisor at Stifel in Madison, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Milwaukee Tool and the University of Wisconsin - Madison. Outside of his advisory work, he is also employed as a taxi driver. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing both brokerage and advisory services supported by proprietary investment analysis and planning methodologies.
Michael C
Series 63, Series 65
New York, NY
STIFEL
Michael Corson is a financial advisor at Stifel with 31 years of industry experience. He has been with the firm since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a member of the board for The Plaza at Tenafly condominium association. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
Daniel C
Series 63, Series 65
Sarasota, FL
STIFEL
Daniel Carnevale is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He 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 with a proprietary investment methodology developed by its Investment Strategy Group.
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