Kenneth Alter is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Aside from his advisory work, he is co-owner of a commercial property housing his wife's speech therapy business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Stanley Price is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co. since 2011. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and government entities. The firm offers brokerage and investment advisory services, using a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Andres Mejia Alfaro is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has worked previously at B. Riley Wealth Advisors, B. Riley Wealth Management, Wunderlich Securities, and Oppenheimer. Outside of his advisory role, he serves as a U.S. company agent and administrator for Mexia Company, which distributes tequila and mezcal. Stifel serves a broad range of individual and institutional clients, offering both 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 provide asset allocation and planning analyses.

Samuel Russell is a financial advisor with Stifel in Los Angeles, holding a Series 63 designation and over 43 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm employs proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Harold Meyers is a financial advisor at Stifel with 56 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2009. Based in Los Angeles, CA, he brings a long tenure in financial services. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Natalie Phinny is a Series 66-licensed financial advisor at Stifel with eight years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Wells Fargo Clearing and Genentech. 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, using forward-looking capital market assumptions and probabilistic modeling.

Jeronimo Ramirez is a Series 66-licensed financial advisor at Stifel with four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Advanced Regulatory Compliance, LLC. Ramirez is based in Los Angeles, CA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Martin Padilla is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Oppenheimer & Co. Stifel serves a broad range of clients 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.

Peter Benn is a financial advisor with Stifel in Los Angeles, holding Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Neil Hattem is a financial advisor with Stifel in Los Angeles, CA, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Stifel since 2012. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Marc Cohen is a financial advisor at Stifel with Series 63 and Series 65 licenses and 53 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2023. Outside of his advisory role, Cohen engages in public speaking through the Distinguished Speakers Series and serves as president and radio host for FSFMC. 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.

Jonathan Cherkas is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, 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 provide asset allocation and planning analyses, with clients maintaining discretion over implementation.

Asher Alter is a financial advisor at Stifel with three years of industry experience. He holds the Series 66 designation and has worked at firms including LASGRO LLC, Elevate, and Tax Credit Co. He is based in Los Angeles, CA. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutional clients, and charitable organizations, using a proprietary investment methodology developed by its Investment Strategy Group.

Hunter Simpson is a financial advisor at Stifel in Los Angeles, CA, holding a Series 66 designation. He began his advisory career at Stifel in 2025 and has prior experience working at MannKind Corporation and Guglielmo Accounting. Hunter attended Loyola Marymount University from 2020 to 2024. 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 proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Hovick Babajanian is a financial advisor at Stifel in Los Angeles, CA, holding a Series 66 designation with 22 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analytical guidance through probabilistic modeling and capital market assumptions.

Joshua Glass is a financial advisor with Stifel in Los Angeles, CA, holding a Series 66 designation and over 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Glass serves as a board member of the Campbell Hall Alumni Board. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional investors, and charitable organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, with clients maintaining discretion over implementation.

Samanta Billauer is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Jessica Faris is a financial advisor at Stifel with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Faris is based in Los Angeles, CA. 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 utilizes a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses based on forward-looking capital market assumptions.

Aaron Hattem is a financial advisor at Stifel in Los Angeles, CA, holding a Series 66 designation with 17 years of industry experience. He has been with Stifel since 2012. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Heidi Chomatil is a Series 66-licensed financial advisor at Stifel with 12 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015, based in Los Angeles, CA. Stifel serves a broad range of clients, from individual investors—including high net worth and non-HNW clients—to institutional clients such as pension plans and charitable organizations. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joellen Wheeler is a financial advisor with Stifel in Los Angeles, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services backed by a proprietary investment methodology developed by its Investment Strategy Group.

Bruce Ticknor is a financial advisor with Stifel in Los Angeles, CA, holding a Series 63 designation and 43 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. 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. The firm provides episodic fee-based financial planning and emphasizes services such as municipal market activity and collaboration with affiliated trust companies and banks.

Adam Morgens is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has been with Stifel in Los Angeles since 2015. Morgens serves on the Board of Directors for Union Station Homeless Services and is co-chair of its Investment Committee, contributing financial guidance to the nonprofit’s activities. Stifel provides brokerage and investment advisory services to a broad client base including individuals, institutions, and charitable organizations. Its investment approach utilizes proprietary models developed by its Investment Strategy Group to support client decision-making across asset allocation and planning areas.

Rachelle Ng is a financial advisor with Stifel in Los Angeles, holding a Series 66 designation and 22 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she has been affiliated with LA Harbor College since 1999. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.