Lamberth Reyes is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Victor Rojas Jr. is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Dawn Castro is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following an 11-year tenure at RBC Capital Markets Corporation. Stifel serves a broad range of clients 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, providing asset allocation and planning analyses intended to support client decision-making.

Robert Jelderks II is a financial advisor with Stifel Nicolaus & Co Inc, holding a Series 63 designation and 33 years of industry experience. He has been with Stifel since 2014. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Russ Schwartz is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2018, previously working at Wells Fargo Clearing and Wells Fargo Advisors. 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 approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Janet Stamato is a financial advisor at Stifel with 38 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work experience includes positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Steven Sellman is a financial advisor at Stifel with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he manages a rental property in East Hampton, New York. 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 guide asset allocation and financial planning.

Vincent Rojas is a Certified Financial Planner® (CFP®) with 14 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 66 designation and is based in Hackensack, NJ. Outside of his advisory role, he serves on the Board of Directors and as Secretary & Treasurer for the Delaware State University Foundation, a nonprofit organization supporting academic programs and scholarships. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary investment strategy methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Robert Traitz is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Stifel since 2007. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a tutoring business through Traitz LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services utilizing a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning.

Kenneth Bruno is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014 and holds a Series 63 designation. Stifel serves a diverse client base, 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 asset allocation and financial planning analyses.