Noah Pirtle is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. His prior roles include positions in sales and campaign work before joining Stifel. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

James Egan is a financial advisor at Stifel with 22 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2015. Outside of his advisory role, he manages family LLC assets related to estate planning through Egan Family Partners, LLC. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, 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.

Adam Cadwallader is a financial advisor with Stifel in Center Valley, PA, holding Series 63 and Series 65 licenses and accumulating 29 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Johannes is a financial advisor at Stifel with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. 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 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.

Robert La Penna is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. His work history includes multiple roles at Stifel since 2020, as well as prior experience at Loyola University Maryland, Hand Over Hand, LLC, and Hoffmann and Baron, LLP. 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.

Robin Riddle is a financial advisor at Stifel with five years of industry experience. He has held positions at Stifel Nicholas since 2019 and previously worked at Bank of America from 2010 to 2019. Riddle is also a commissioned notary. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Anyi Ferrer Castro is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel in 2023, she held positions at Amerant Bank NA and Amerant Investments, Inc., and briefly worked at Amazon. 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 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.

Brian Werdesheim is a financial advisor at Stifel with 33 years of industry experience. He holds a Series 63 designation and previously worked at Oppenheimer for 22 years before joining Stifel in 2025. He serves as a board member of the Fulfillment Fund, a nonprofit organization focused on board recruitment and advancement. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and financial planning analyses intended to support client decision-making.

Michael Kalloz is a Certified Financial Planner® (CFP®) with 17 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Holley Dean is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Outside of his advisory role, he serves as secretary for a historic restoration company and is involved in managing dock rental operations. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Justin Brooks is a financial advisor with Stifel in Grand Forks, ND, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Stifel in 2021, he worked for six years at Frandsen Bank & Trust. Outside of his advisory role, Brooks serves as the treasurer of the Red River Archers, an archery club in Grand Forks. Stifel serves a broad client base, including individuals, institutional clients, charitable organizations, and municipal 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 financial planning analyses.

Julie Gampp is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both 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 inform asset allocation and planning analyses.

Audrey Nicholas is a financial advisor at Stifel with 9 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of her advisory role, she is also commissioned as a notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Debra Weiner is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Outside of her advisory role, she serves on the Executive Committee of the Westchester Jewish Council and is a committee member of the UJA Federation of New York Westchester Division, both organizations focused on community and philanthropic activities. Stifel serves a broad range of clients, 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.

Daniel Houston is a CFA® charterholder and holds a Series 66 license, with 11 years of experience in the financial industry. He has worked at STIFEL since 2019 and previously spent four years with First Empire Securities, Inc. Daniel is based in New York, NY. STIFEL serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

Tim Sellenriek is a financial advisor at Stifel with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Wells Fargo Clearing Services and DiSys. 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 uses a proprietary methodology developed by its Investment Strategy Group, which applies forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Alfredo Serrano is a financial advisor at Stifel with 24 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney from 2012 to 2019. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Sean Flanagan is a financial advisor with Stifel in Mankato, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Stifel, he worked in various roles including in athletics and real estate. Outside of his advisory role, he is involved with Sean Flanagan PLLC, conducting real estate activities. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is grounded in a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Stephanie Leishman is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, she worked at Apiarity for nine years and held multiple positions at Boston University. Outside of her advisory role, Leishman serves as Vice Chair and a regular member of the Nevada County Republican Central Committee, and she is the Communication Director for The Church of Jesus Christ of Latter-day Saints in Nevada City. She is also involved with Sierra Thread LLC, a media company, where she performs administrative duties. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering forward-looking capital market analyses used to inform client decisions.

Sharon Williams is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2017, following a nine-year tenure at City Securities Corporation. 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 asset allocation methodologies developed by its Investment Strategy Group.