Monica Peterson is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 65 licenses. Peterson is a member of the Visalia Breakfast Rotary, engaging in community service activities. 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.

Clayton Johnston is a financial advisor at Stifel based in Fresno, CA. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Stifel, his work experience includes roles at University of California, Los Angeles, Chick-Fil-A Blackstone, and in education with the Clovis Unified School District. 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 methodology relies on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning decisions.

Thomas Weil is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2015. Outside of his financial career, he is involved in the music industry as a band manager and bass player for the Wheelhouse Country Band and owns an entertainment equipment business called Wheelhouse Sound & Light. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

David Smith is a Series 63-registered financial advisor with Stifel, based in Fresno, CA, and has 40 years of industry experience. He has worked with Stifel Nicolaus since 2013. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analyses and guidance on asset allocation, retirement, insurance, and estate planning.

Donald Vincenti is a CFP® professional with 45 years of experience in the financial services industry, currently serving at Stifel Nicolaus & Co Inc since 2011. He is based in Fresno, CA, and holds a Series 63 license. Outside of his advisory role, Vincenti is a member of the Finance Committee and the Board of Directors at Sunnyside Country Club, where he contributes to budget planning and club operations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Robert Ramirez is a financial advisor at Stifel with 29 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2011. Ramirez holds Series 63 and Series 65 designations. 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. The firm also provides access to private funds, municipal-market activities, and affiliated trust and banking services.