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Devon W
Series 66
Denver, CO
STIFEL
Devon White is a financial advisor at Stifel based in Denver, Colorado, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles at Merrill Lynch and Bank of America. Outside of finance, he has experience at Core Power Yoga. 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.
Scott C
CFP®, Series 63
Denver, CO
STIFEL
Scott Coffee is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2009. He holds a Series 63 license and is based in Denver, CO. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, 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 uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning analyses.
Nickolette B
Series 66
Denver, CO
STIFEL
Nickolette Beery is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. Outside of her advisory role, she serves as Treasurer and Registered Agent for Uptown Ballers Corporation, a youth basketball club in Colorado. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.
Thelma T
Series 66
Denver, CO
STIFEL
Thelma Temple is a Series 66-credentialed financial advisor with two years of industry experience, currently with Stifel in Denver, CO since 2024. Her prior experience includes roles at Northwestern Mutual Investment Services and RBC Wealth Management. 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.
Holly B
CFP®, Series 66
Denver, CO
STIFEL
Holly Baroway is a CFP® professional with 25 years of experience, currently serving at Stifel Nicolaus & Co. Inc. since 2009. She participates in governance roles outside of her advisory work, including serving on the executive committee of the Colorado Ballet and chairing the endowment committee at St Anne's Episcopal School, where she collaborates on endowment investment decisions and spending policy. She also holds multiple leadership positions with Chinese Children Adoption International, involving oversight of finances and the investment manager. 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.
Stephen C
Series 63, Series 65
Denver, CO
STIFEL
Stephen Carter is a financial advisor with Stifel in Denver, CO, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Stifel Nicolaus & Co. since 2013. 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, providing asset allocation and planning analyses intended to support client decision-making.
Monica S
CFP®, Series 63, Series 66
Denver, CO
STIFEL
Monica Sharma is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2022. Prior to Stifel, she worked at TD Ameritrade for nine years. Stifel serves a broad range of clients 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.
Jon B
Series 63, Series 66
Denver, CO
STIFEL
Jon Brause is a financial advisor at Stifel in Denver, CO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, utilizing a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.
Grant M
CFP®, Series 66
Denver, CO
STIFEL
Grant Murphy is a CFP® professional with five years of industry experience, currently advising at Stifel. His prior roles include positions at Morgan Stanley and Charles Schwab. Outside of his advisor duties, he serves as president of the Notre Dame Club of Wyoming and volunteers as an instructor for investing seminars at Casper College. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis developed by its Investment Strategy Group.
Barry B
Series 63, Series 65
Denver, CO
STIFEL
Barry Bruner is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015 and holds Series 63 and Series 65 licenses. Stifel serves a wide 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.
Nicholas D
Series 66
Denver, CO
STIFEL
Nicholas Distefano is a financial advisor at Stifel with nine years of industry experience. He holds the Series 66 designation and has been with Stifel and its affiliates since 2009. He is based in Denver, CO. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses to support client decision-making.
Timothy S
Series 66
Denver, CO
STIFEL
Timothy Sickler is a financial advisor at Stifel in Denver, Colorado, holding a Series 66 designation with nine years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.
Deann L
Series 66
Denver, CO
STIFEL
Deann Lopez is a financial advisor at Stifel in Denver, CO, with 19 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2009 and holds a Series 66 designation. Outside of her advisory role, she is the managing member and owner of Bara Earth LLC, a business specializing in hot and cold packs. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.
Thomas S
Series 63, Series 65
Denver, CO
STIFEL
Thomas Sickler is a financial advisor with Stifel, Nicolaus & Co. Inc. in Denver, Colorado. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including 26 years with Stifel. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, 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 uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.
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