Mark Sosey is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he is co-owner of a short-stay lodging business in Medford, Oregon, which is primarily managed by his wife. Stifel serves a diverse client base 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.

Peter Bargas is a financial advisor at Stifel with four years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2021. Prior to that, he was employed at Humana Insurance and The Roycroft Group. In addition to his advisory work, he is an adjunct professor at The Master’s University, teaching online courses in business law and business innovation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

Frederick Witham is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following four years at Edward Jones. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, 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 intended to assist clients in making informed decisions.

Jason Yaeger is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and previously worked at Umpqua Investments, Inc. for 18 years before joining Stifel in 2019. 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 includes proprietary analysis and allocation guidance developed by its Investment Strategy Group, which supports client decision-making through forward-looking capital market assumptions and probabilistic modeling.

Perry Stannard is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in managing a rental property in Ashland, Oregon. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark Chirgwin is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as the Community Service Chair for the Medford Rotary Club, organizing volunteers for a high school track meet. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Amanda Dodson is a financial advisor with Stifel, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She has worked at Stifel since 2019 and previously spent 12 years at Umpqua Investments, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.