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Kevin B
Series 63, Series 65
Chicago, IL
STIFEL
Kevin Byrne is a financial advisor with Stifel in Chicago, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent 11 years at Raymond James & Associates. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, 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 analyses.
William T
Series 63, Series 65
Chicago, IL
STIFEL
William Tienken is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co., Inc. since 2005. Outside of his advisory role, he serves as a board member and treasurer for the Masonic Family Health Foundation at the Illinois Masonic Medical Center and is involved in local politics as a Republican committeeman in Downers Grove, Illinois. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.
Jason M
Series 63, Series 65
Chicago, IL
STIFEL
Jason Murphy is a financial advisor with Stifel in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2004. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning decisions.
Sam F
Series 66
Chicago, IL
STIFEL
Sam Fix is a financial advisor at Stifel in Chicago, holding a Series 66 designation and beginning his industry experience in 2024. Prior to joining Stifel, he worked at Renaissance Financial and Enterprise Bank and Trust, and he has additional experience in healthcare and education sectors, including roles at Indiana University and Texas A&M University. He also operated a lawncare business from 2019 to 2020. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis from its Investment Strategy Group. The firm’s approach includes episodic fee-based financial planning and model-driven allocation guidance intended to inform client decisions.
Ellen R
Series 63, Series 66
Chicago, IL
STIFEL
Ellen Reed is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2015. Outside of her advisory role, she serves as treasurer for Rural Small Projects Fund, which supports basic necessities in a village in Uganda. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.
Mark S
CFP®, Series 66
Chicago, IL
STIFEL
Mark Sindowski is a CFP® with 16 years of industry experience. He is currently with Stifel and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, Raymond James & Associates, and Waddell & Reed. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Andrew B
Series 63, Series 65
Chicago, IL
STIFEL
Andrew Bransky is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following an 11-year tenure at B.C. Ziegler and Company. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Peter N
Series 63, Series 65
Chicago, IL
STIFEL
Peter Nazos is a financial advisor at Stifel in Chicago, IL, holding Series 63 and Series 65 registrations with 35 years of industry experience. He has been with Stifel since 1997. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Jessica F
CFP®, Series 66
Chicago, IL
STIFEL
Jessica Fischer is a financial advisor at Stifel with 17 years of industry experience. She holds the CFP® and Series 66 designations and has worked at Stifel Nicolaus & Co. Inc. since 2008. Based in Chicago, IL, she provides advisory services within a firm known for serving a broad client base that includes individuals, institutional clients, and charitable organizations. Stifel offers brokerage and investment advisory services, with an investment approach 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.
Willard B
Series 63, Series 65
Chicago, IL
STIFEL
Willard Bransky is a financial advisor at Stifel with 59 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Stifel since 2018, following an 11-year tenure at B.C. Ziegler and Company. Outside of his advisory role, he manages Bransky Investments, LLC, a family investment vehicle. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology that supports asset allocation, retirement, insurance, and estate planning analyses.
Bradley W
Series 66
Chicago, IL
STIFEL
Bradley Wehner is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at STIFEL since 2018 and previously spent four years at B.C. Ziegler and Company. Bradley is based in Chicago, IL. 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 relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.
Alfredo S
Series 66
Chicago, IL
STIFEL
Alfredo Serrano is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney. 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 proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Timothy S
Series 63, Series 65
Chicago, IL
STIFEL
Timothy Sinal is a financial advisor at Stifel with 35 years of industry experience. He has held his current position since 2009. Outside of his advisory role, he serves as the treasurer for Chiesa Nuova, a religious organization in Chicago. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation, retirement, and estate planning analyses.
Kaitlin B
Series 66
Chicago, IL
STIFEL
Kaitlin Byrne is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2022. Prior to her career in finance, she spent two years with the Department of Chemistry at Illinois State University and has experience in the hospitality industry. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology by its Investment Strategy Group for asset allocation and financial planning analyses.
Gary J
Series 63, Series 65
Chicago, IL
STIFEL
Gary Jansen is a financial advisor with STIFEL in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He joined STIFEL in 2025 after spending 20 years at B. Riley Wealth Management and three years at B. Riley Wealth Advisors, Inc. STIFEL serves a wide 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 support financial planning and asset allocation decisions.
Patricia S
Series 63, Series 65
Chicago, IL
STIFEL
Patricia Stark is a financial advisor with Stifel in Chicago, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad 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.
Jeffrey R
Series 66
Chicago, IL
STIFEL
Jeffrey Ruck is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has been with Stifel Financial Corp since 2015. Based in Chicago, IL, his career has been focused within the same firm over this period. 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 based on a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and financial planning analyses to support client decisions.
Mario F
Series 63, Series 66
Chicago, IL
STIFEL
Mario Frisella is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Stifel, B. Riley Wealth Advisors, Inc., B.Riley Wealth Management, Inc., and B.C. Ziegler and Company. 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 based on proprietary analysis and asset allocation models developed by its Investment Strategy Group.
Theodore S
Series 63, Series 65
Chicago, IL
STIFEL
Theodore Sinal is a financial advisor at Stifel with Series 63 and Series 65 credentials and 55 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. 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.
John A
Series 63, Series 65
Chicago, IL
STIFEL
John Abe is a financial advisor with Stifel in Chicago, Illinois, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, Abe serves as a board member for the Grace United Methodist Church Foundation. Stifel serves a diverse client base including individuals, institutions, charitable organizations, 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.
Ryan R
Series 66
Chicago, IL
STIFEL
Ryan Richards is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at InCharge and HoloGear. He is based in Chicago, IL. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning, and provides both fee-based and episodic financial plans.
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