Kathryn Peltz is a financial advisor at Stifel with nine years of industry experience. She holds a Series 66 designation and has been with Stifel since 2014. 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 uses forward-looking capital market assumptions and probabilistic modeling to provide asset allocation and planning analyses.

Jason Millner is a CFP® professional with 24 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc. since 2009. Millner is a member of the endowment committee for the Missouri Slope Areawide United Way, where he assists with oversight of endowment policies and procedures. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses aimed at supporting client decision-making.

Jane Reede is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Stifel since 2009, UBS Financial Services since 2006, and Piper Jaffray Inc. since 1985. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to support asset allocation and financial planning analyses.

Lauryn Andre is a financial advisor at Stifel with two years of industry experience. She holds the Series 66 designation and has previously worked at Gate City Bank and Lululemon. Outside of finance, she has experience in retail and education sectors. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning analyses.

James Behrendt is a financial advisor at Stifel with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Stifel since 2009 and previously held positions at UBS Financial Services and Piper Jaffray Inc. He is based in Bismarck, ND. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services guided by a proprietary methodology developed by its Investment Strategy Group, focusing on asset allocation and financial planning analyses.

Thomas Nagel is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel, Nicolaus & Company, Incorporated since 2009. Outside of his advisory role, he is involved in agricultural activities, managing a family farm that raises various livestock and produces garden goods, and serves on the board of directors for the Catholic Foundation of Western North Dakota. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing analysis and guidance used as a foundation for client decisions.

John Westbee is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as a board member for Riverstone Church, a Christian nonprofit organization. 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 supported by proprietary modeling from its Investment Strategy Group, providing asset allocation and financial planning analyses intended to assist client decision-making.

Brad Braunberger is a financial advisor at Stifel with 43 years of industry experience. He has held his current role since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

John Mayer is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Christopher Rivinius is a financial advisor with Stifel in Bismarck, ND, holding a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Sanford Health for seven years. He serves on the board of the Bismarck Sanford Health Foundation, supporting foundation events and fundraising efforts. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Graham Peterson is a financial advisor with Stifel in Bismarck, ND, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Stifel since 2009. 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 planning methodologies.

Judy Barbot is a financial advisor at Stifel with 46 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2006. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning models developed by its Investment Strategy Group, with clients maintaining discretion over implementation.

Bruce Ostrum is a financial advisor with Stifel in Bismarck, ND, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.