Susan Ramsey is a financial advisor with Stifel in Clearwater, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies from its Investment Strategy Group, which provide asset allocation and planning analyses used as a basis for client decisions.

Jason Dukas is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as an advisory board member for the YMCA of Suncoast. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides both brokerage and investment advisory services, utilizing a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Eileen Hochstadt is a financial advisor with Stifel in Clearwater, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has been with Stifel Nicolaus since 2013. Outside of her advisory role, she maintains a Notary Commission with the Florida Department of State. Stifel serves a broad range of clients, including high net worth individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Weston Smith is a financial advisor with Stifel in Clearwater, FL, holding a Series 66 designation and nine years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. 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.

Gerard Kelly III is a financial advisor with Stifel in Clearwater, FL, holding a Series 63 designation and 39 years of industry experience. He has been with Stifel Nicolaus since 2013. 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 a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Thomas Kelly is a financial advisor at Stifel with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Invesco, Capital Group - American Funds Distributors, Jackson National Life, and Allstate. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Cynthia Touchton is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Outside of her advisory role, she serves on the board of the Coventry Foundation, which preserves the heritage of Jaguar cars, and holds a vice president position on the board of the St. Tropez 1 condominium homeowners association in Clearwater, FL. Stifel serves a broad range of individual and institutional clients, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that support client decision-making.

Nicholas Dukas is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 45 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a part-time musician and singer, involved in music recording and performance locally, and serves on the board of St Mark Village, a continuing care retirement center. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

John Kamkutis is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Stifel Nicolaus & Co Inc, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Jeffrey Evans is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2013. Outside of his advisory role, he serves as Treasurer for the Largo Lions Foundation, a nonprofit focused on eye site conservation, disaster relief, and community outreach. 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.