Shawn Hertz is a financial advisor with Stifel in Bozeman, MT, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has previously worked at Citigroup Global Markets for 10 years and Equilibrium, LLC for one year. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Todd Frediani is a financial advisor with Stifel in Bozeman, MT, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory work, he holds a share in Brandy Ranch Waterfowl Hunting Club, a hunting ranch in California. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Koy Hoover is a CFP® professional with 26 years of industry experience, currently serving at Stifel since 2009. Prior to joining Stifel, he worked at Equilibrium, LLC. He is involved with the Montana Council on Economic Education as a member of its executive committee and serves on the board of a local road association in Montana. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group. The firm’s approach includes forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning analyses.

Stanton Jones is a financial advisor at Stifel with Series 63 and Series 65 registrations and 45 years of industry experience. He worked at UBS Financial Services for 17 years before joining Stifel Nicolaus & Co Inc, where he has been since 2011. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit 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 financial planning guidance.

Gaige De Shazer is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Coach X and Evergreen Homeloans and has a background that includes six years at Montana State University and four years at Sentinel High School. Outside of his advisory role, he works as an Uber driver on a part-time basis. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology.

David Palagi is a financial advisor at Stifel with 43 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2009 and previously worked at Citigroup Global Markets from 1994 to 2009. Palagi holds Series 63 and Series 65 designations. Stifel serves a diverse client base 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.

Emily Schram is a financial advisor at Stifel with six years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2016, including time at Sifel, Nicholaus & Company. Prior to her financial industry career, she worked at Summit Dental and APRS Physical Therapy. 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 incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jonas Bieliauskas is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2023. Bieliauskas serves on the Finance Committee and Board of Trustees for the Cancer Support Community Montana, a nonprofit organization supporting those affected by cancer. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Elizabeth Cure is a financial advisor at Stifel with 49 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc. since 2009, following 15 years at Citigroup Global Markets. 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 is supported by proprietary analysis and allocation methodologies developed by its Investment Strategy Group, providing clients with guidance based on forward-looking capital market assumptions.

Steven Dailey is a CFP®-designated financial advisor at Stifel with 23 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously at Morgan Stanley Private Bank from 2015 to 2017. Outside of advisory work, he is involved in property management as the owner of a condominium rental in Bozeman, MT. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Paul Holt is a financial advisor at Stifel with seven years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Holt serves on the finance committee and board of Reach, Inc., a nonprofit providing residential, vocational, and transportation services for adults with developmental disabilities. 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 proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Charles Tonkin is a financial advisor with Stifel in Bozeman, MT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves as an executor for a family trust. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses.