Kristen Low is a financial advisor with Stifel in Dallas, TX, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes roles at Merrill and Northern Trust. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Cory Hargrave is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following nine years at Bank of America, N.A. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and model portfolio recommendations based on proprietary investment analysis and probabilistic modeling.

Haley Hunt is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, she held positions at Southern Methodist University and Jones Lang LaSalle among other roles. She serves as a volunteer board member for the T. Boone Pickens YMCA in Dallas and provides financial literacy education to justice-involved youth through Cafe Momentum. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market models to support asset allocation and financial planning.

Cheston Malone is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Stifel since 2023. His prior experience includes roles at Fidelity Investments and Morgan Stanley, as well as non-financial positions in hospitality and education. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling to provide analyses that support client decision-making.

Deborah Griffith is a financial advisor at Stifel in Dallas, TX, with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill from 2012 to 2025 before joining Stifel. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market methodologies developed by its Investment Strategy Group.

Christopher Green is a financial advisor at Stifel in Dallas, TX, holding a Series 66 designation with 29 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2009 to 2025 before joining Stifel in 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to assist in asset allocation and financial planning.

Lance Whitworth is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Bank of America. Outside of advising, he participates in the Host Committee for the Folds of Honor Gala, assisting with event attendance. 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 investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Michele Powell is a financial advisor with Stifel in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is the sole manager of Dorothea Ventures, LLC, which makes private equity investments in startup companies, and serves as Membership Chair on the Board of Directors for Executive Women of Dallas. Stifel serves a diverse client base 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.

Mauro Marquez is a financial advisor at Stifel with 15 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Neuberger Berman LLC and Texas Capital Bank. He serves as a board member and treasurer for the Leadership Forward Mentoring Program. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide guidance on asset allocation and financial planning.

Ryan Bell is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill Lynch Pierce Fenner & Smith. He is based in Dallas, TX. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Russell May is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to Stifel, he worked for Bank of America for ten years. He is also a trust committee member on two non-family trusts. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Noble Nash is a financial advisor at Stifel with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Outside of his advisory role, he serves on the boards and committees of several Dallas-based nonprofit organizations, including the Highland Park Education Foundation, the Salesmanship Club, and the Momentous Institute. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable entities, offering both 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 financial planning analyses.

Debbie Hines is a financial advisor at Stifel in Dallas, TX, holding Series 63 and Series 66 credentials with 25 years of industry experience. She has worked at Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

John Abbott is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following an 11-year tenure at Bank of America. Outside of his advisory work, he is the founder of The Rabbott Company, which creates children's books and toys. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Robin Barry is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was with Rockefeller Financial LLC for one year and Morgan Stanley for six years. Outside of his advisory role, he works as an independent contractor providing babysitting and pet sitting services. Stifel serves a diverse client base including individuals, institutional clients, 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, supporting client asset allocation and planning decisions.

Robert Johnson Jr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a 23-year tenure at Merrill. Outside of his advisory work, he serves on the Board of Trustees for the FSU Foundation. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Shane Stein is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. from 2011 to 2020. Outside of finance, he serves on the advisory board of a start-up developing robotic food kiosks, acts as executive producer for a music recording project, and is a board member of a nonprofit supporting Jewish student life in North Texas. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Melissa Transier is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2025. She previously worked at Bank of America and Merrill Lynch from 2009 to 2025. She is a board member of Saving Giraffes Now, a nonprofit organization focused on giraffe conservation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Caroline Sharp is a financial advisor at Stifel with 14 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2015. Sharp serves on the MBA Program Advisory Board at the University of Oklahoma’s Gene Rainbolt Graduate School of Business, where she participates in discussions on student recruitment, corporate engagement, and curriculum. 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 forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Ana Infante is a financial advisor at Stifel in Dallas, TX, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, supporting client decisions through asset allocation and planning analyses.

John Carpenter is a financial advisor at Stifel with Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Bank of America, NA from 2009 to 2020 before joining Stifel in 2020. Outside of his advisory role, he is involved as a co-owner and coach in a baseball training business, Next Level Sports Group, in Dallas. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Stephen Debeer is a CFP®-certified financial advisor with 12 years of experience, currently serving at Stifel since 2021. Prior to joining Stifel, he worked at Bank of America for seven years. He is based in Dallas, TX. Stifel serves a diverse clientele including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Laura Martin Bernard is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Stifel in 2025, she worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2009 to 2025. 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 asset allocation methodologies developed by its Investment Strategy Group.

John Shirey is a CFP® professional with 30 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2021 and previously worked at Bank of America, N.A. for 11 years. Based in Dallas, TX, his credentials also include Series 63 and Series 65 licenses. Stifel serves a diverse 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 provide forward-looking analysis and asset allocation guidance.

Michael Hanna is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following an 11-year tenure at Bank of America. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of financial planning and asset allocation solutions, emphasizing client discretion in implementation.

Robert Boronow is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2001. Boronow holds Series 63 and Series 65 licenses. He also serves as a committee member for the Texas Neurofibromatosis Foundation's Dining Out in Dallas - Battle of the Chefs event. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, employing a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Tracy Shelton is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2009 to 2022 before joining Stifel in 2022. Shelton is based in Dallas, TX. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology and offers episodic fee-based financial planning, with clients maintaining discretion over implementation of recommendations.

Thomas Gallatin is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2022. His prior experience includes roles at Bank of America, Merrill, PlainsCapital Bank, and Grand Bank of Texas. Stifel serves a diverse 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 provide asset allocation and financial planning analyses.

Nicole Reiter is a financial advisor with Stifel in Dallas, TX, holding a Series 66 designation and eight years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2019 and previously worked at Merrill from 2016 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by the Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jane Lutz is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. Outside of her advisory role, she serves as president of family investment entities involved in managing and distributing family funds. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and 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.

Jeffrey Markham is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 36 years before retiring briefly and then joining Stifel in 2024. 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.

Faisal Raza is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and Bank of America. He is also the managing member of an investment holding vehicle, Pakam FW LLC. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jana Fryar is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at B. Riley Wealth Advisors and B. Riley Wealth Management. In addition to her advisory role, she is a notary public. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Patricia Tippins is a financial advisor with Stifel in Dallas, Texas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, high net worth clients, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gerardo Fuentes is a financial advisor at Stifel in Dallas, TX, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for ten years. Fuentes serves as a board member for Dallas CASA and participates in advisory and committee roles with several educational, economic development, and community organizations. 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 investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Robert Debeer is a financial advisor at Stifel with Series 63 and Series 66 designations and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 11 years at Bank of America. Outside of his advisory role, he serves as a board member on the Salesmanship Club of Dallas Foundation, where he reviews the foundation’s finances and investment performance. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward‑looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Albert Gallatin is a financial advisor at Stifel in Dallas, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. Prior to joining Stifel in 2022, he worked at Bank of America from 2009 to 2022. He serves as an advisory board member for the Baylor Scott and White Foundation, a network of hospitals. Stifel provides brokerage and investment advisory services to a broad client base, including individuals, institutional clients, and municipal entities. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Clark Durham is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Jefferies & Company, Inc. for 11 years before joining Stifel Nicolaus & Co Inc in 2021. Stifel serves a diverse client base, 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 that leverages capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Stacey Jacobson is a financial advisor at Stifel with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, FactSet, and Refinitiv. Outside of her advisory role, she is a managing partner of Jacobson Properties, LLC. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kyle Rainwater is a CFP® professional affiliated with Stifel in Dallas, TX, with 14 years of industry experience. His career includes roles at B. Riley Wealth Advisor, National Securities Corp, CETERA Advisor Networks, and United Capital Financial Advisers. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Dylan Sellers is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has previously worked at RHSB Insurance and Theatro. Outside of his financial career, he serves on the board of the Champions Club at The Notre Dame School of Dallas, a school for students with developmental disabilities, where he volunteers to plan events and support fundraising efforts. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Michael Salinaro is a financial advisor with Stifel, Nicolaus & Co., Inc. in Dallas, TX, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Stifel since 2001. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.