Hovick Babajanian is a financial advisor at Stifel in Los Angeles, CA, holding a Series 66 designation with 22 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, 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, providing analytical guidance through probabilistic modeling and capital market assumptions.

Stephanie Gerstner is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 20 years of industry experience. She has been with Stifel Nicolaus since 2005. 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 proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that clients use to make informed decisions.

Charles Boatner is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Seek Now, Ridge Valley Exteriors, Sanderson Farms, John O'neil Johnson Toyota, and RJ Young Co. Outside of his advisory role, he is an officer of Boatner Contracting LLC, which performs storm inspections for insurance claims. 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.

William Howard is a CFP® and holds a Series 66 license with STIFEL. He has four years of industry experience and previously served in the U.S. Navy with various submarine assignments from 2016 to 2022. 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 forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jess Crabtree is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Vining Sparks, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, Crabtree serves as treasurer for a local Boy Scouts of America troop, managing the troop’s bank account and bookkeeping. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Chase Fitzgerald is a financial advisor at Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes positions at TD Ameritrade, DoorDash, Sunpro Solar (ADT), Allstate, State Farm, and Home Depot. 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.

Sean Dean is a financial advisor at Stifel in Boston, MA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2012. 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 proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Jennifer Crouse is a Series 66-registered financial advisor at Stifel in Grand Haven, Michigan, with 18 years of industry experience. She has been with Stifel Nicolaus & Company, Inc. since 2007. 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. The firm provides fee-based financial planning and advisory services with a focus on client discretion for implementation.

Virginia L. Kase is a financial advisor at Stifel with 33 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 19 years before joining Stifel in 2025. 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 uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Gregg Libutti is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, Agia, and VALIC Financial Advisors. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies.

Christie Smith is a CFP® professional with over 42 years of industry experience. She has been with Stifel since 2007. Based in York, PA, her credentials also include Series 63 and Series 65 registrations. Stifel serves a diverse client base, 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, providing clients with asset allocation and financial planning analyses to inform their decisions.

Donald Yohon is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Stifel, Nicolaus & Co., Inc. since 2003 and previously at A.L. Williams/First American Securities beginning in 1986. Based in Greeley, CO, Yohon has a longstanding career in financial services. 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 provide asset allocation and financial planning analyses.

Kalisi Huhane is a financial advisor at Stifel in San Francisco, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Stifel, Kalisi worked at the University of San Francisco and Verve Coffee Roasters. Stifel serves a broad range of clients, 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 asset allocation and planning analyses to support client decisions.

Marisa Griggs is a CFP® and ChFC® with 22 years of industry experience. She is currently with Stifel, having joined the firm in 2023. Her prior roles include positions at Wells Fargo Clearing Services LLC, Northwestern Mutual, and independent advisory practices. Outside of her advisory work, she has driven for ride-sharing services such as Uber and Lyft. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and forward-looking capital market assumptions developed by its Investment Strategy Group.

Brent Baumberger is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Baumberger serves on the board of directors for the New Horizons Educational Foundation, a regional organization focused on training future-ready students. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses.

Sandra Sailer is a financial advisor at Stifel with 41 years of industry experience. She holds Series 63 and Series 65 licenses and 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, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Alexandria Sperry is a financial advisor at Stifel with a Series 66 designation and experience beginning in 2024. Prior to joining Stifel, she worked in education roles including positions at Dublin Scioto High School and Miamisburg High School, and she has managed a small business, AREK Enterprises, which operates a food service wagon. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group.

Robert Declercq is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for nine years before joining Stifel in 2025. 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, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Jeanne Kisner is a financial advisor with Stifel in Omaha, NE, holding Series 63 and Series 66 designations and having 42 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2008. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Scott Helland is a financial advisor at Stifel with 38 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in New York, NY. Stifel serves a broad range of clients 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.