Raquel Torres is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation. Prior to joining Stifel, she worked in various roles across sectors including education at Chaminade University of Honolulu and real estate with Zillow. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance for asset allocation, retirement, insurance, and estate planning.

Leah Goldenthal is a financial advisor at Stifel with seven years of industry experience. She has held positions at Stifel since 2018, as well as roles at GroupeConnect and Digitas prior to that. She holds the Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

David Topkin is a financial advisor at Stifel with 46 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base, including individuals, institutional clients, and municipalities, providing brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.