John Van Donge is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves as chairman of the board for Alliloop, a company connecting service sector employees to employers, and holds leadership positions with the Santa Barbara County Search & Rescue and the Santa Barbara Police Foundation. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Jacob Watson is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at MC Credit Partners LP for five years. His background also includes service at the United States Military Academy and involvement with Gravity Fitness and Tennis. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group.

Christopher Williams is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus since 2019. His prior experience includes roles at Sun Valley Company and Becker, Chambers & Co., PA. 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 planning analyses.

Mark Bucknall is a CFA® charterholder and Series 66 licensee with four years of industry experience. He has been with Stifel since 2021 and previously spent over a decade with Sun Valley Gold LLC. Bucknall serves as a board member and treasurer for local youth sports organizations, including the Sun Valley Soccer Club and Sun Valley Youth Hockey. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Sheri Johnnie is a CFP® professional with 34 years of industry experience, currently affiliated with Stifel Nicolaus & Co Inc since 2008. She holds Series 63 and Series 66 licenses and is based in Ketchum, Idaho. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology from its Investment Strategy Group, offering capital market analysis and asset allocation guidance intended to assist client decision-making.

Lori Nurge is a Certified Financial Planner (CFP®) with 29 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2012. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.