Doak Stolz is a CERTIFIED FINANCIAL PLANNER™ professional with 39 years of industry experience. He is currently with Stifel Nicolaus & Co Inc and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stolz serves on the board of a community medical foundation in Michigan. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm provides brokerage and investment advisory services using a proprietary investment methodology developed by its Investment Strategy Group.

Dennis Stolz is a financial advisor at Stifel with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously was employed at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves as Co-Director of Birdman's Bass Fishing Tournament Series, a local fishing tournament organization in Midland, Michigan. 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 allocation methodologies developed by its Investment Strategy Group.

Scott Smith is a CFP®-certified financial advisor with 36 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2020, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Smith serves on the Investment Advisory Board of the Chippewa Nature Center, a nonprofit educational organization. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Jacob Smith is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stifel since 2020. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2020. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Justin Moeykens is a financial advisor at Stifel with Series 63 and Series 65 licenses and recently began his advisory career in 2026. Prior to joining Stifel, he worked at First Command Brokerage Services Inc. and served 21 years in the United States Marine Corps within the Department of Defense. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses.

Ryan Anderson is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment process relies on a proprietary methodology developed by its Investment Strategy Group, offering forward-looking analyses to support client decision-making.