Bruce Mccaw is a financial advisor at Stifel with Series 63 and Series 65 licenses and 54 years of industry experience. He previously worked at Merrill for 45 years and Bank of America, NA for 14 years. Outside of his advisory role, he serves on the Board of Directors and Finance and Development Committees of the Indianapolis Symphony Orchestra and is President of the McCaw Family Foundation. Stifel serves a broad range of clients including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Buccheri is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Stifel since 2018. He previously worked at Bank of America and Merrill from 2009 to 2018. Outside of his advisory role, he is involved in community and volunteer activities, including serving as president and board member of the Ave Maria Community Corporation and president of the Ave Maria chapter of Southwest Florida Brew Crafters. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Dennis Hottel is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decisions.

Mervat Hassan is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services Inc for 10 years before joining Stifel Nicolaus & Co. In addition to her advisory role, Hassan is involved in interior design through her company, Mervat Sabry Hassan Decor & Interior Design. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Steven Boff is a CFA® charterholder affiliated with Stifel in Naples, FL, with 42 years of industry experience. He has worked at Stifel, Nicolaus & Co., Inc. since 2000 and with Stifel Independent Advisors from 2007 to 2026. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by the firm’s Investment Strategy Group.

Connor Johnson is a financial advisor at Stifel with 5 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Creative Planning, Lockton Companies, and Bank of Prairie Village. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Christopher Johnson is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is involved in cattle trading through a separate business. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Walter Twetten is a financial advisor at Stifel in Naples, Florida, with 30 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering 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, while clients retain discretion over implementation.

Robert Friedmann is a financial advisor with Stifel and holds Series 63 and Series 65 licenses. He has 50 years of industry experience and has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he serves on the finance committee of Corpus Christi Chapel, a traditional Roman Catholic church in Naples, FL. Stifel serves a diverse 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 to provide asset allocation and financial planning analyses.

William White is a CFP® with 39 years of industry experience, currently advising at Stifel since 2023. He previously worked at Bank of America for 14 years and Merrill for 37 years. White serves as a trustee and finance committee member for The Community House in Hinsdale, IL, a nonprofit focused on recreational, cultural, counseling, and educational services. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bradford Marshall is a CFP® and securities professional with 27 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2008. He is based in Naples, FL. Outside of his advisory work, he serves as chairman of the Gene Doyle Adventure Scholarship committee and is a board member of Fostering Success, a nonprofit supporting youth impacted by the foster care system. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.