Dane Anderson is a financial advisor with Stifel in Modesto, CA, holding a Series 63 license and 28 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel in 2018. Outside of his advisory role, Anderson is involved in managing short-term rental properties through Airbnb. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Grant Wiebe is a financial advisor at Stifel with Series 66 registration and one year of industry experience. Prior to joining Stifel, he held positions at Monte Vista Farming Company, Blue Diamond Growers, and Spring Creek Golf and Country Club. He also studied at California Polytechnic State University. Stifel serves a wide 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 investment analysis and asset allocation guidance.

Randall Anderson is a financial advisor at Stifel with 59 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Anderson is involved in property management and commercial real estate as a partner and landlord. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Asma Mahmood is a financial advisor at Stifel with 25 years of industry experience. She holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. 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 from its Investment Strategy Group.

Michael Maddox is a financial advisor at Stifel with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel since 2021. Prior to joining Stifel, he held roles with several community organizations and educational institutions, including Victory Assembly of God Church and Modesto Christian School. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies from its Investment Strategy Group.

Jerod Havel is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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.

David Beach is a financial advisor at Stifel with 31 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018. Prior to that, he was with Wells Fargo Clearing from 2016 to 2018 and Wells Fargo Advisors LLC from 2009 to 2016. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Michael Ravotti is a financial advisor with Stifel in Modesto, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. for a decade before joining Stifel in 2026. Stifel serves a wide 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.

Vicki Bayley is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 incorporates a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Jeffrey Sutton is a financial advisor at Stifel with 32 years of industry experience. He holds the Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the author of a book titled "WHY MY MOMMY?" which he promotes through social media and book signings. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Cade Countryman is a financial advisor with Stifel, holding a Series 66 license and based in Modesto, CA. He joined Stifel in 2025 and has prior experience at firms including Charles Schwab and Tyler Technologies, Inc., as well as roles in dairy and hospitality businesses. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing plans that support client decision-making without guaranteeing outcomes.