Zadoc Brown III is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Marc Kozuki is a financial advisor with Stifel in Kahului, HI, holding a Series 66 designation and with 15 years of industry experience. He has been with Stifel since 2010. Outside of his advisory role, he is involved as a partner in Maui Leis and Flowers LLC and serves as president of Home Maid Bakery Inc. Stifel serves a wide range of clients including individuals, institutional investors, 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, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.