Michael Toutant is a CFP® professional with 23 years of industry experience, currently affiliated with Stifel since 2009. He holds a Series 66 license and is based in Eau Claire, WI. 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 engages in both fee-based planning and advisory executions, supporting clients with asset allocation, retirement, insurance, and estate planning analyses.

Jacquelyn Rizzo is a financial advisor with Stifel in Eau Claire, WI, holding a Series 63 license and having 29 years of industry experience. She joined Stifel in 2020 after working with Blue Granite Wealth LLC and Raymond James Financial Services from 2013 to 2020. She serves as a caretaker for a State of Wisconsin IRIS participant and is also a State of Wisconsin Notary Public. 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 developed by its Investment Strategy Group to provide guidance on asset allocation and financial planning.

Mark Rogo is a financial advisor at Stifel with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation, retirement, insurance, and estate planning analyses.

Megan Simmons is a financial advisor at Stifel with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2017, following a year at Bremer Investment Services/Raymond James. Outside of her advisory work, she is a Notary Public in the state of Wisconsin and is affiliated with a resale and dropshipping business owned by her husband. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing both brokerage and advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Scott Webb is a Series 66-licensed financial advisor with 26 years of industry experience, currently practicing at Stifel since 2009. He serves as Managing Trustee of U-Fuel Inc., a company that manufactures and sells fuel tanks and petroleum equipment globally. Additionally, he acts as a trustee of a family trust and executor of a family estate. 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 probabilistic modeling developed by its Investment Strategy Group.

Adam Gewiss is a CFP®-certified financial advisor with Stifel in Eau Claire, WI, where he has worked since 2014. He has 12 years of industry experience and previously served with the Wisconsin Interscholastic Athletic Association from 2014 to 2018. Outside of his advisory role, Gewiss serves as a board member for the Wisconsin Upper Michigan Bridge Association and is involved in strategic planning for the Altoona Public Library. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and offers fee-based financial planning that supports client decision-making without automatic implementation or ongoing monitoring.

Victoria Ronnei is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She has been with Stifel since 2021 and previously worked at Catalytic Combustion Corporation and Rock Lake Campground. Additionally, she serves as a Notary Public for the Wisconsin Department of Financial Institutions. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.