Russ Schwartz is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2018, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. 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 uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Milo Nelson is a Series 66 licensed financial advisor at Stifel with 23 years of industry experience. He has worked at Stifel since 2009, following prior roles at UBS Financial Services and Piper Sandler & Co. Stifel serves a wide 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.

Heidi Gebauer is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Stifel Nicolaus since 2006. Outside of her advisory role, she is involved in dog sitting. Stifel serves a broad range of clients—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.

Gary Chiate is a financial advisor at Stifel with 59 years of industry experience. He previously worked at Oppenheimer for 22 years and CIBC World Markets Corp. for 6 years. Outside of his advisory role, he is a partner in a family ranch in Montana and works as a cowboy alongside three of his sons. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing 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 to guide asset allocation and planning.

Mark Lattanzi is a financial advisor at Stifel with 35 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co., Inc. since 2008. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Michael Arpaia is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michael Knutson is a financial advisor at Stifel with 12 years of industry experience and holds a Series 66 designation. He has worked at Stifel since 2018 and previously spent four years at B.C. Ziegler and Company. Stifel serves a diverse 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.

Julie Hearn is a financial advisor at Stifel with three years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Keller Williams Realty. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

James Goetz Jr. is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2014, following a 15-year tenure at Merrill. Outside of his advisory role, he serves on the board and various committees of Heritage Christian Services, a human services agency in Upstate New York. Stifel serves a broad 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 analysis developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Bradley Wehner is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at STIFEL since 2018 and previously spent four years at B.C. Ziegler and Company. Bradley is based in Chicago, IL. 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 relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Cole Hissong is a financial advisor with Stifel in Wooster, Ohio, holding a Series 66 designation and two years of industry experience. Before joining Stifel, he worked at The College of Wooster and Triway Local School District. He serves on the boards of the College of Wooster W Association and the YMCA of Wayne County, and volunteers as an assistant football coach for Triway Local Schools. Stifel serves a diverse 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.

Wesley Strandberg is a CFP® professional with 13 years of industry experience. He has worked at Stifel since 2021 and previously spent nine years with Edward Jones. Outside of his advisory role, he serves on the finance committee of St Andrew's Episcopal Church and holds board or advisory positions with several local nonprofit organizations, including the N.E.W. Salvation Army of Rocky Mount, Rocky Mount Little League Legacy Fund, and the DeLeon Carter Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, 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, supporting clients in their financial decision-making.

Rachel Valenti is a financial advisor at Stifel with a Series 66 designation and no prior experience in the industry. Before joining Stifel in 2026, she spent several years in various roles at Ford Motor Company and Ford Motor Credit Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and guidance for asset allocation, retirement, insurance, and estate planning.

Heidi Koeppel is a financial advisor at Stifel with 34 years of industry experience. She has held positions at Stifel Nicolaus & Co Inc since 2008, following previous roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of her advisory work, she operates two antique booths, selling personal collectible items at an antique mall. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

John Brady is a financial advisor at Stifel with a Series 66 designation. He has one year of industry experience and previously worked at Community National Bank & Trust of Texas, Pinnacle Bank, Citizens National Bank of Texas, and several other organizations in healthcare and consulting. 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 employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Thomas Cook is a financial advisor with Stifel in Honolulu, HI, holding a Series 66 designation and 17 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Peter Vanderschaaf is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Stifel since 1988. Vanderschaaf serves as treasurer on the board of the Dutch Reformed Translation Society and is a board trustee for the Akademie Fur Reformatorische Theology, a theological seminary in Germany. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Melamed is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Daniel Burns is a financial advisor with Stifel in Tulsa, OK, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing both 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.

Andrew Wilson is a financial advisor at Stifel in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at Stifel since 2016 and previously spent nine years at Oppenheimer. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on asset allocation and financial planning analyses to support client decision-making.