Andrew Mcgee is a financial advisor at Stifel based in Houston, TX, holding a Series 66 credential with 23 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2025. Outside of his advisory role, Mcgee co-manages a rental property through an LLC with his wife. Stifel serves a diverse client base including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group.

John Carolyn is a financial advisor at Stifel in Houston, TX, holding a Series 66 designation with 24 years of industry experience. He was previously with UBS Financial Services for 23 years before joining Stifel in 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning and caters to a variety of client needs without automatic implementation or ongoing monitoring.

Lori Vorwerk is a financial advisor at Stifel with 35 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at UBS and Morgan Stanley Smith Barney. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Elena Mischon is a financial advisor at Stifel with 24 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Morgan Stanley Smith Barney and UBS Financial Services. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Mark Lopez is a financial advisor with Stifel in Houston, TX, holding CFP® and Series 66 credentials and bringing 14 years of industry experience. Prior to joining Stifel in 2025, he worked at UBS Financial Services for 14 years and has also been self-employed since 2003. Stifel serves a diverse client base, including individuals, institutional clients, and municipal 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.