David Dixon is a financial advisor at Stifel with a Series 66 designation and one year of experience in the industry. Prior to joining Stifel, he has worked in roles outside finance, including involvement with the Hangout Festival and positions in education at Mountain Brook Junior High and High School, as well as Auburn University. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies and probabilistic modeling to support asset allocation and financial planning.

James Bernard is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Bernard serves in leadership positions with InfraGard and related organizations, including Treasurer, Vice President, and board member roles supporting collaboration between the FBI and the private sector on critical infrastructure protection. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jordan Bernstein is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at Stephens Inc., Moody's Corporation, Trillium Trading, and First Data. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is based on proprietary methodologies developed by the Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Dominick Minicucci Jr. is a CFP® professional with 33 years of industry experience, currently serving at Stifel since 2022. He previously worked at UBS for 14 years and has been involved with the U.S. Gymnastics Federation since 1988. He holds leadership roles outside finance, including serving on the board of the Owls Gymnastics Fund and as the US Olympics and Paralympians Association Chapter President for New York, New Jersey, and Connecticut. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment strategy and probabilistic modeling.

Andrew Hutsell is a Series 66 credentialed financial advisor with 13 years of industry experience. He has been with Stifel since 2015. Outside of his advisory work, he owns Hut Brothers LLC, a private investment business. 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 incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and financial planning.

Scott Zelnick is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2015 and Barclays Capital since 2010. Outside of his advisory roles, he is a member of MZ Capital LLC, a personal investment entity. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning recommendations.

Kimberly Klingener is a financial advisor at Stifel with Series 66 credentials and one year of industry experience. Prior to joining Stifel, she held positions at Estée Lauder and Zoetis Inc. She has a background that includes four years at the University of Richmond and other diverse roles. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with an emphasis on fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

Christopher Harrington is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2015. The firm serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nancy Stebner is a financial advisor at Stifel in New York, NY, holding Series 63 and Series 65 licenses with 19 years of industry experience. She has been with Stifel since 2007. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to support client decision-making.

Jonathan Sopher is a financial advisor at Stifel with 33 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Based in New York, NY, Sopher’s background includes over a decade at his current firm. Stifel serves a diverse client base 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 intended to support client decision-making.

Adam Oestreich is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory work, he serves on the advisory board of a prosthetic charitable organization and is involved with the American Red Cross Young Professionals/Junior Committee. Stifel serves a broad range of clients including individuals, institutional investors, 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.

Lamberth Reyes is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. 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 inform asset allocation and financial planning analyses.

Andrew Scheier is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a board member for Larchmont-Mamaroneck Little League, where he helps organize baseball teams and clinics. 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 based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Arthur Gorman Jr. is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following positions at Wells Fargo Clearing and WELLS FARGO Advisors. Gorman serves on the boards of the Marine Corps University Foundation and the Marine Corps Law Enforcement Foundation, which supports educational accounts for children of active-duty USMC members who have lost a parent. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Victor Rojas Jr. is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. 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 methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

John Calaman is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2012. Outside of his advisory role, he serves as Treasurer of the Analyst Club, a group of investment professionals who meet monthly to discuss markets and trends. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes proprietary investment analysis and allocation methodologies to support client decision-making while allowing clients discretion over implementation.

Kenneth Ramos is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following two years at Morgan Stanley Private Bank. Outside of his advisory role, Ramos serves as a volunteer board member of the Southfork Natural History Museum and assists with their Gala committee. Stifel serves a wide range of clients including individual, institutional, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group, providing guidance based on forward-looking capital market assumptions and probabilistic modeling.

Arnez Rodriguez is a financial advisor with Stifel in New York, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Stifel in 2021, he worked at IBISWorld from 2019 to 2021. Outside of finance, he owns and operates a tattoo shop in the United Kingdom. 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 that uses forward-looking market assumptions and probabilistic modeling.

Kurt Muller is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Noblebridge Wealth Management and as an independent advisor. He has been with Stifel since 2019. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and planning analyses used to guide client decisions.

Dori Schwartz is a financial advisor at Stifel with 12 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2015. Based in New York, NY, Schwartz's career has been focused within the firm over the past decade. 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 utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.