Alexandra Huston is a financial advisor with Stifel in Boca Raton, FL. She holds the Series 66 designation and has been with Stifel since 2025. Prior to joining the firm, she worked at JPMorgan Chase for seven years and has experience in freelance graphic design. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and government entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking analyses to assist client decision-making.

Alan Linker is a Series 66-licensed financial advisor with Stifel, where he has worked since 2015. He has 24 years of experience in the industry and is based in Boca Raton, FL. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

David Holz is a financial advisor with Stifel in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a broad range of clients, 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, providing asset allocation and planning analyses to support client decisions.

William Harrison is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Stifel since 2009 and also operates Coral Way Auto Brokers as a self-employed business. Harrison teaches investment-related courses at the Lighthouse Point Library, including "ABC's of Successful Investing" and "DEF's of Successful Investing." Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group.

Michael Mazor is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, Mazor serves as a FINRA arbitrator and is a member of a local grievance committee addressing community issues. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses, supporting client decision-making without guaranteeing outcomes.

Dylan Levy is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2019, following positions at First Empire Securities, Inc. and AXA Advisors, LLC. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Murray Segal is a financial advisor with Stifel in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Stifel since 2007. 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. The firm’s services include fee-based financial planning and model allocations that support client decision-making.

Andrew Toback is a financial advisor at Stifel with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill, Ameriprise, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Toback has also been employed at Lynn University and SUNY Albany. Stifel serves a wide 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, providing forward-looking capital market analysis and asset allocation guidance.

Joseph Murphy is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Raymond James & Associates. He is based in Boca Raton, FL. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christina Karas is a financial advisor at Stifel with 34 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Stifel in 2019. Karas serves as a board member of FemCity, a business women's networking group in Boca Raton. 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 to provide asset allocation and planning analyses.

Marc Pines is a financial advisor at Stifel with 44 years of industry experience. He has held securities licenses Series 63 and Series 66 and has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, focusing on asset allocation and financial planning analyses to support client decisions.

Jeffrey Walzer is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Outside of his advisory role, he serves as vice president of CGW Corp., a real estate investment company. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services that utilize proprietary investment analysis and asset allocation methodologies.

Elyssa Kupferberg is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Stifel since 2015. Kupferberg serves on several nonprofit boards, including the Florida Atlantic University School of Social Work Advisory Board, the Jewish Federation of South Palm Beach County, and the Israel Cancer Association. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Gail Sokol is a financial advisor at Stifel with 44 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Bert Costales is a financial advisor at Stifel with 31 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 uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance based on forward-looking capital market assumptions.

Russell Bailenson is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves on the Board and is Director of Membership for the Northwestern University Alumni Club of Southeast Florida. 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 investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Patricia Fabrizio is a Series 66-licensed financial advisor with Stifel in Boca Raton, FL, and has 20 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment strategies are based on proprietary methodologies developed by its Investment Strategy Group, incorporating forward-looking market assumptions and probabilistic modeling.

Michael Ferrara is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2015. Outside of his advisory role, Ferrara is a managing partner at JM Capital Ventures LLC, a private investment company. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Patrick Mclaughlin is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment analysis relies on a proprietary methodology developed by its Investment Strategy Group, offering guidance based on forward-looking capital market assumptions and probabilistic modeling.

Steven Gottesman is a financial advisor with Stifel in Garden City, NY, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services such as fee-based financial planning and third-party adviser recommendations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and asset allocation guidance.