Donielle Davis is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She has worked at Stifel Nicolaus since 2018 and previously spent 12 years at the Santa Rosa Golf and Country Club. Stifel serves a broad range of clients 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 planning, and provides both episodic fee-based financial planning and third-party adviser recommendations.

Bryan Nolan is a CFP®-credentialed financial advisor with eight years of industry experience, currently with Stifel since 2024. He previously worked at The Vanguard Group from 2018 to 2024 and has held roles at Randstad USA and Philadelphia University. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Edmund Nobles is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Suntrust Advisory Services, Bank of America, Merrill, and Guardian Life. Outside of his advisory duties, he serves as Director of the Annual Golf Tournament for the Fellowship of Christian Athletes, a faith-based organization mentoring high school and college students. Stifel serves a broad 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 intended to support client decision-making.

Melissa Futch is a financial advisor at Stifel with 40 years of industry experience. She has held Series 63 and Series 65 designations and has been with Stifel since 2009. 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 proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Henry Holliday is a Series 66 licensed advisor with Stifel in Birmingham, AL, bringing 16 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as Finance Chair for YoungLife in North Alabama, assisting with managing operating accounts and donations for the local Christian ministry to high school students. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Thomas Brehm is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Ameriprise Financial Services, Inc. Outside of his advisory role, he is a treasurer, director, and 25% owner of Central Michigan Inns, a limited service hotel, and is involved with its holding company, Meridian Hospitality LLC. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports client decision-making through asset allocation, retirement, insurance, and estate planning analyses.

Kevyn Schroeder is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill and Bank of America. Schroeder is involved in several healthcare-related nonprofit boards, including serving as chairperson of the Visiting Nurses Association Endowment Board. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Matthew Zarrella is a financial advisor at Stifel with Series 63 and Series 65 licenses and three years of industry experience. He has worked at various Stifel entities since 2019 and previously was involved with HBMJ Consulting LLC. Matthew was also affiliated with Villanova University for five years. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

David Blaugh is a financial advisor with Stifel in Chico, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services alongside fee-based financial planning. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Kerrie Kik is a financial advisor with Stifel in Portage, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory role, she serves as a notary public in Kalamazoo County. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Brett Stedge is a financial advisor with Stifel in Fort Wayne, IN, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2005. Stifel serves a wide range of clients, including individuals, institutional investors, 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, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Stacy Polzar is a financial advisor at Stifel with 23 years of industry experience. She has been with Stifel since 2009 and holds a Series 66 designation. 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. The firm provides fee-based financial planning and portfolio guidance intended as a basis for client decisions, with clients generally maintaining discretion over implementation.

John O'Keefe Jr. is a financial advisor with Stifel in Boston, MA, holding a Series 66 designation and 27 years of industry experience. He has worked with Stifel Nicolaus & Co Inc since 2015 and previously held positions at Wells Fargo Clearing and UBS Financial Services. 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 relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Samuel Slayden is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel since 2007. Outside of his advisory work, he owns and manages a family farm in Lakeport, California. 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 to provide asset allocation and financial planning analyses.

Jeffrey Siefert is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Stifel in Portage, MI. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base 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, with an emphasis on asset allocation and planning analyses.

Mary Swanson is a financial advisor at Stifel with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Swanson serves on the Marketing and Investment Committee of the Boys and Girls Club of Greater Kansas City. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Timothy Harris is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following an eight-year tenure at City Securities Corporation. 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 that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Kevin Byrne is a financial advisor with Stifel in Chicago, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent 11 years at Raymond James & Associates. 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 to support asset allocation and financial planning analyses.

Kent Ray is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 66 credentials and providing advisory services for 42 years. He has been with Stifel Nicolaus & Co. Inc since 2017, following a year at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Cydney Dunavan is a financial advisor at Stifel with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of her advisory role, she serves as a custodian for her extended family. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment strategy methodology developed by its Investment Strategy Group.