Jacob Biscoe is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. He completed his education at San Diego State University and has worked in various educational roles prior to joining Stifel. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in their financial decision-making.

Leigh Gage is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent 10 years at UBS Financial Services Inc. Gage is also involved in managing a rental property in Cincinnati, Ohio. 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 supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to inform client decisions.

Joseph Greco is a financial advisor with Stifel, holding a Series 66 designation and 20 years of industry experience. He has been with Stifel since 2009. 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, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.

Diane Dawson is a financial advisor with Stifel in Westlake, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. Her prior roles include positions at Baird, Lineweaver Wealth Advisors, and Triad Advisors. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to support asset allocation and financial planning decisions.

Matthew Phillips is a financial advisor at Stifel with 18 years of industry experience and holds a Series 66 credential. He has been with Stifel since 2009. Outside of his advisory role, he serves as president of the Storm Lake High School Foundation and the Storm Lake Rotary Club, and he owns a business manufacturing and selling cornhole sets. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Ark is a Series 66–licensed financial advisor at Stifel with 15 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, he serves on the board of directors for the Association of Apartment Owners of Dowsett Point condominium in Honolulu. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and allocation, supporting client decision-making through planning and model portfolios.

Mark Cissel is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2017. Prior to that, he was with Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2017. Outside of his advisory role, he serves as Chief Financial Officer of a clothing business, Une Belle Trouvaille. 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Michael Guldin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Stifel since 2023. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, Sanofi Pasteur, and Lincoln Financial Distributors. He serves on the Board of Directors and Finance Committee for Camelot for Children, a nonprofit organization providing social and educational opportunities for children with special needs. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Ryan Watada is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has previously been affiliated with Safeway and worked in education at Clayton Valley Charter High School and UC Berkeley. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Joshua Glass is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Wells Fargo Clearing and UBS Financial Services. Glass serves on the Campbell Hall Alumni Board, a private school alumni organization. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Zachary Klancnik is a financial advisor with Stifel in New York, holding a Series 66 designation and four years of industry experience. He has been with Stifel since 2020 and previously worked at the University of Wisconsin - Madison and Rolling Meadows High School. Stifel serves a diverse client base that includes individuals, institutional clients, and nonprofit organizations, offering 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.

William Lacy is a financial advisor with Stifel in Palm Desert, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he co-owns and serves as a corporate officer of Mary Beth Lacy Inc., a public relations firm. 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.

Neal Manfredi is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2007. Manfredi holds Series 63 and Series 65 designations and serves as an arbitrator for the FINRA Dispute Resolution Arbitration Program. He is also Chancellor of a local Knights of Columbus council. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies.

David Altman is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co since 2016. His prior experience includes roles at Morgan Stanley and its affiliates from 1998 to 2016. 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 capital market analysis and asset allocation guidance.

Anthony Shanley is a financial advisor at Stifel with 26 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 1999. Outside of his advisory work, he serves as an Advisory Board Director and board member for The Special Learning Center, a not-for-profit organization in Jefferson City, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and allocation guidance.

Glen Ness is a CFP® professional with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he serves on the Board of Directors for Providence Classical Christian School and acts as an elder at Snohomish Community Church. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Gregory Braun is a financial advisor at Stifel with four years of industry experience. Prior to joining Stifel in 2021, he worked at One Vision for 18 years. He holds the Series 66 designation and serves on the Board of Directors for Good Shepherd Geriatric Center Inc., which provides care and housing services for the 55+ population in North Iowa. 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.

Andrew Sanders is a financial advisor at Stifel with Series 66 credentials and one year of industry experience. Prior to joining Stifel, he worked at MWA Financial Services Inc. and Modern Woodmen of America. Outside of finance, he owns and operates a landscaping business in Batesburg, South Carolina. 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 asset allocation methodologies.

Heather Joynes is a financial advisor at Stifel with 27 years of industry experience. She has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a Maryland-certified notary public. 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 analysis and probabilistic modeling to guide asset allocation and financial planning decisions.

Michelle Hill is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2007, with a brief period at Holidays for Heroes and Sierra Delta Inc from 2017 to 2020. She serves as Vice President on the Board of Directors for Figawi Charities Inc., a nonprofit supporting competitive sailing for all ages. Stifel serves a broad client base, including individuals, institutions, 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 that support client decision-making.