May Jin is a financial advisor with Stifel in Mission Viejo, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2008. 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 that supports asset allocation and financial planning analyses.

Eric Owens is a CFP® professional with eight years of experience in financial advising. He is currently with Stifel, where he has worked since 2020. Prior to that, he held positions at Raymond James Financial Services Advisors and Wells Fargo Advisors. Owens serves on the advisory board of the California Family Life Center, a nonprofit supporting children affected by abuse and abandonment. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both 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.

Noah Burns is a CFP® professional with 16 years of experience in the financial industry. He has been with Stifel Nicolaus & Co. Inc. since 2013, following two years at First Trust Advisors LP. Outside of his advisory work, Burns is active in community service through Rotary International, where he co-founded and serves as president of a chapter, and participates in local Rotary Club committees focused on charity and youth services. Stifel serves a broad 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 that supports asset allocation and planning analyses to inform client decisions.

Sharon Decampo is a financial advisor at Stifel with 40 years of industry experience. She has held her current position at Stifel Nicolaus & Co. Inc. since 2011 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Robert Burns is a CFP® with 39 years of industry experience and has been with Stifel Nicolaus & Co. Inc. since 2008. He serves as a board member for the Rotary Club of San Clemente and works as an actor and theater coach. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Jai Dawson is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. He has been with Stifel since 2022, with intermittent periods outside the industry. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment strategy that utilizes forward-looking capital market assumptions and probabilistic modeling.

Mark Merryfield is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Stifel Nicolaus & Co Inc. since 2009. Outside of his advisory role, he serves as a board member of California Family Life Centers, a charity focused on children at risk. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.