Jeffrey Miller is a financial advisor with Stifel in Redding, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Stephen Watkins is a CFP® with 17 years of industry experience and has been with Stifel since 2007. He serves on the advisory boards of Partners Worldwide and the Salvation Army, providing guidance on nonprofit activities in his community and abroad. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering brokerage and advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

Joseph Torcaso is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Carthage College, Success Realtors, and Johnson Financial Group. Outside of his advisory role, he serves as Secretary of the Kenosha Country Club Foundation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and planning analyses.

Jacob Hyett is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he serves as a worship leader for Sunday services at various churches. 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 supported by a proprietary methodology that provides asset allocation and planning analyses intended to assist client decision-making.

Brent Buller is a CFP®-credentialed financial advisor with Stifel, based in Wichita, KS, and has 21 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he co-owns Great Day Salons, LLC, a franchised hair care salon business, where he manages bookkeeping, finance, and strategy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services guided by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sonia Ginnell is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2021. 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.

Hunter Briggs is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Cargill for five years and has experience in both the financial and educational sectors, including roles at Credit Union of America, Friends University, and Butler Community College. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Daniel Mestres is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. He has worked at Stifel since 2020 and previously held positions at Cortland, part of Alter Domus Group, and Hertz. 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 involves proprietary methodologies developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning.

Colin Wells is a financial advisor with Stifel in San Rafael, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analyses and guidance to support client decision-making.

Chelsea Woods is a financial advisor with Stifel in New York, NY, holding a Series 66 designation and 10 years of industry experience. She previously worked at Wells Fargo Clearing for five years before joining Stifel Nicolaus & Co Inc in 2021. Outside of her advisory role, Woods serves as Vice President of two real estate holding companies. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology through its Investment Strategy Group to provide asset allocation and financial planning analyses.

Aimee Jacobs is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel for over two decades. Stifel serves a diverse client base, 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, providing capital market analyses and asset allocation guidance used to inform client decisions.

Aimee Caraballo is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. 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 approach relies on proprietary methodologies developed by its Investment Strategy Group and provides various financial planning options typically delivered on an episodic basis.

Daniel Riley is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following roles at PNC Investments and PNC Bank from 2013 to 2018. Stifel serves a wide array 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. The firm provides fee-based financial planning and model allocations intended to inform client decisions while allowing clients discretion over implementation.

Michael Ball is a financial advisor at Stifel with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2011, following six years at Merrill. Stifel serves a diverse client base, 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 guide asset allocation and financial planning.

Jacqueline Webster is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of her advisory work, she volunteers with the Girl Scouts of Gulf Coast Florida, Inc. 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.

David Outlaw is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2026, he served in the U.S. Army from 2013 to 2026. 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 approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Robert Miller is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2015. Based in New York, NY, he holds Series 63 and Series 66 licenses. Outside of his advisory role, Miller participates on the Finance and Investment Committees at Dwight Englewood School, contributing to strategy and overseeing investment manager performance. Stifel serves a diverse client base, including individuals, institutional investors, and nonprofit entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Gary Krieger is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as an Executive Committee Officer for the Zoological Society of Palm Beaches. 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 asset allocation models developed by its Investment Strategy Group.

Kobee Girven is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he held roles at Cornerstone DEC and E & S Engineers and Surveyors Inc. His background also includes work experience outside finance, such as positions at Chipotle Mexican Grill and in construction and oil industries. 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 asset allocation and financial planning analyses.

Mark Kappel is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2020. Prior to that, he spent five years with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member overseeing the foundation of the Abilene Philharmonic. 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.