John Hage is a financial advisor at Stifel in Boston, MA, with 28 years of industry experience. He has held his current position since 2015 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the board of directors for the Hockomock YMCA and is the treasurer of the Cocasset Lake Association. Stifel serves a broad range of clients including individuals, institutions, and municipalities, 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, supporting client decision-making without guaranteeing outcomes.

Katherine Sheridan is a CFP® with 15 years of industry experience and has been with Stifel since 2015. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on various boards, including the Story School Condo Association, The Beach Club social club, Siesta Royale Apartments Co-Op Association, and Marblehead Dollars for Scholars, where she participates in local scholarship fundraising efforts. Stifel serves a diverse client base, including individuals, institutions, and municipalities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Joseph Mazza is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Jefferies LLC and Institutional Cash Distributors, LLC. Mazza is based in Boston, MA. 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 planning methodologies.

James Odorczuk is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following five years at Jefferies LLC. 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 allocation methodologies developed by its Investment Strategy Group.

Sailing Adler is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been with Stifel Nicolaus & Co Inc since 2016. 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 relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

David Barker is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel since 2015. Outside of his advisory work, Barker advises on the operation of a brewery through Highland Beverage LLC. 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 guide asset allocation and financial planning.

Carol Ball is a financial advisor at Stifel in Boston, MA, with 28 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2015. Outside of her advisory role, she serves as a 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 methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that 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.

Jenny Foley is a financial advisor at Stifel with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2015. Prior to that, she was employed at Barclays Capital Inc. and Lehman Brothers Inc. Outside of her advisory role, Foley serves as treasurer for the Boston College Class of 1983 nonprofit organization. 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 methodology developed by its Investment Strategy Group for investment analysis and allocation guidance, supporting client decision-making across asset allocation, retirement, insurance, and estate planning.

George Makrys is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015, based in Boston, MA. Stifel serves a diverse 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 guide asset allocation and planning, with clients generally retaining discretion over implementation.

Michael Reiser is a CFA® charterholder and holds a Series 63 license. He has 21 years of industry experience and has been with Stifel in Boston, MA since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, 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, supporting asset allocation and financial planning analyses.

William Jennings is a financial advisor at Stifel in Boston, MA, holding a Series 66 credential with 12 years of industry experience. He has been with Stifel since 2015. 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 uses proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

Kyle Alvarez is a CFP® with four years of industry experience, currently serving as a financial advisor at Stifel in Boston, MA since 2022. His prior roles include positions at Cox Capital Management and The Kenmark Company, among others. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

Thomas Bussone is a financial advisor with Stifel in Boston, MA, holding Series 65 and Series 66 licenses and seven years of industry experience. He worked at Eastern Bank for 19 years before joining Stifel in 2022. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation, offering fee-based financial planning and other advisory services.

Varun John is a financial advisor at STIFEL with 18 years of industry experience and holds a Series 66 designation. He has worked at STIFEL since 2015, including time with Stifel Independent Advisors, LLC. STIFEL serves a wide range of clients, 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.

Ria Hart is a CFA® charterholder and holds a Series 63 license, with 20 years of experience in the financial industry. She has worked at Stifel since 2015 and previously held positions at Barclays Capital Inc. and Bingham Legg Advisers LLC. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.