Joseph Travis is a financial advisor with Stifel in Lewiston, Idaho, holding a Series 66 designation and 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Travis serves as a board member of the Lewis-Clark Valley Healthcare Foundation and is secretary of the Valley Off Road Bike Association, where he manages record-keeping for the nonprofit. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary methodologies for asset allocation and financial planning.

Christopher Howell is a financial advisor with Stifel in Bloomsburg, PA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, Howell is co-owner of Howiekling Aviation LLC and serves as a trustee of a non-family trust. Stifel serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

Harold Shollmier Jr. is a financial advisor with Stifel in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at International Advisory Consultants Inc. and Sterne, Agee & Leach, Inc. He serves on the boards of several local nonprofits, including Centers for Youth & Families, Family Home of Little Rock, and the Garrison Institute through the University of Arkansas Walton College, contributing to fundraising and educational efforts. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Jonathan Cherkas is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Oppenheimer, Morgan Stanley, RBC Capital Markets, and M.L. Stern & Co., LLC. He is based in Los Angeles, CA. Stifel serves a broad range of clients, including high net worth individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Christopher Johnson is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is involved in cattle trading through a separate business. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Taylor Loughlin is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2013. 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.

Michael Nitka is a CFA® charterholder and Series 63 licensed financial advisor with 22 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2012. Outside of his advisory role, Nitka serves on various local government committees in Fair Haven, NJ, is a board member of nonprofit organizations supporting military veterans and military families, and works as a ski instructor at Jiminy Peak Mountain Resort. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Brandon Feldman is a financial advisor with Stifel in Washington, DC, holding a Series 66 designation and 14 years of industry experience. He has been with Stifel since 2015. Outside of his advisory work, he serves as Co-President of the American Heart Association’s PULSE Committee, a young professionals volunteer group focused on fundraising. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Melissa Transier is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2025. She previously worked at Bank of America and Merrill Lynch from 2009 to 2025. She is a board member of Saving Giraffes Now, a nonprofit organization focused on giraffe conservation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Neal Clement is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2015. 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 utilizes proprietary methodologies based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Steven Strambi is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Wells Fargo Clearing and Merrill. 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 a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decisions.

Kevin Cusack is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, Cusack manages his family’s farming operations, serves on the board of a college foundation, participates in veterans’ event planning, and holds several advisory and board positions related to publishing, education, and community development. Stifel serves a diverse clientele including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies that incorporate forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

John Piccolo is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. In addition to his advisory role, he serves as a board member for Penn Highland Health in DuBois, Pennsylvania. 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 strategy methodology developed by its Investment Strategy Group.

Rouba Staufenberger is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at Real Chemistry, The Planning Shop, Psyma International, and Adelphi Research. 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 provide asset allocation and planning analyses.

Asher Alter is a financial advisor at Stifel in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Stifel in 2022, he worked at LASGRO LLC, Elevate, and Tax Credit Co, among other roles. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jacob Statz is a CFP®-designated financial advisor with 21 years of industry experience, currently with Stifel since 2023. He previously worked at Bank of America and Merrill from 2015 to 2023. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Susan Eastman is a financial advisor with Stifel who holds a Series 63 designation and has 29 years of industry experience. Her career includes positions at Stifel Nicolaus & Co Inc since 2020, Wells Fargo Clearing from 2016 to 2020, and A. G. Edwards & Sons, Inc. between 1997 and 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach involves a proprietary methodology from its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Alexis Donley is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has a work background that includes roles at John Sinclair Nissan and educational institutions such as Southeast Missouri State University and Ursuline Academy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.

Stephen Myatt is a financial advisor at Stifel in Waco, TX, holding a Series 66 designation with two years of experience at the firm. Prior to joining Stifel, he was involved in Myatt Fuels, LLC for eleven years. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Beach is a financial advisor at Stifel with 32 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018. Prior to that, he was employed at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 proprietary methodologies developed by its Investment Strategy Group, which provide guidance on asset allocation and financial planning.