Patrick Dyas is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has worked at Stifel since 2018 and previously spent one year at Albertsons Companies. Outside of his advisory role, Dyas is active in several community organizations, including serving as president-elect of the Rotary Club of Newport Coast and holding leadership positions with the Orange Plaza Rotary Club, Greater Irvine Chamber of Commerce, and Business Networking International. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both fee-based financial planning and episodic advisory services, with clients retaining discretion over implementation.

Kristi Jund is a financial advisor with Stifel, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Morgan Stanley Smith Barney. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Lisa Hartung is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc since 2016. Outside of her advisory role, she serves on the UC Santa Barbara Advisory Board to the Economics Department and volunteers with the UC Santa Barbara Advancement Council of Orange County, focusing on student mentorship and fundraising initiatives. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

John Vernon is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tyler Weaver is a Series 66-licensed financial advisor at Stifel with 12 years of industry experience. He has worked at Stifel since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities. The firm offers brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Thomas Doherty is a financial advisor with Stifel, Nicolaus & Company, Incorporated, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Newport Beach, California. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering 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.

John Vernon is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Craig Bentley is a financial advisor at Stifel with 26 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a managing partner of a personal boat holding company, Seaside Marine LLC. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

David Holler is a financial advisor at Stifel with 28 years of industry experience. He has held positions at Ohio National Equities, Inc. and Ohio National Financial Services, where he worked for 12 years before joining Stifel in 2019. He holds the Series 63 and Series 66 designations. 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 is guided by a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Anitra Kalagian is a financial advisor with Stifel in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Stifel since 2015 and concurrently works with Coldwell Banker Residential. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Annie Yang is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Yang serves on the board of directors for the Savannah Neighborhood Association, a homeowners association in Tustin, California. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling.

Justin Porrett is a CFP® with 13 years of industry experience, currently advising at Stifel. He has worked at Stifel Nicolaus & Co Inc since 2016, with a brief tenure at Merrill from 2018 to 2019. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Cody Paningsoro is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to joining Stifel, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2015 to 2021. He serves on the board of Volunteer Network OC, a nonprofit that connects volunteers with organizations in the Orange County region. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, supporting client decision-making with forward-looking asset allocation guidance.

Amy Dosier is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2010. Amy is based in Newport Beach, CA. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, 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.

Michelle Scarcelli is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2021. Her previous roles include positions at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and various organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lee O'Rourke is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following 15 years at Merrill. Stifel serves a wide range of clients including individuals, institutional investors, 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 planning analyses, supporting clients in their financial decision-making.

Ashlee Ashlock is a financial advisor with Stifel and holds the Series 66 designation. She has 10 years of industry experience, including roles at Bank of America and Merrill prior to joining Stifel in 2018. Ashlock serves on the board of the Orangewood Foundation, which supports foster youth and homeless children. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Robert Voorhees is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc where he has worked since 2016. He is based in Newport Beach, California. Outside of his advisory role, Voorhees is a board member of Cantara, a company specializing in audio-video and smart home technology. Stifel serves a wide range of clients, including individuals and institutional investors, offering both brokerage and investment advisory services. The firm employs a proprietary investment analysis methodology developed by its Investment Strategy Group, providing asset allocation and planning services that support client decision-making.

Taylor Browman is a financial advisor at Stifel with 44 years of industry experience. He holds a Series 63 designation and has worked at Stifel since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support its investment analysis and allocation guidance.

Jeffrey Levine is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. 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 capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Michael Reimer is a financial advisor with Stifel, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously served at Morgan Stanley Private Bank, National Association from 2015 to 2020. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Bolwell is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 designation and has worked at Stifel Niclaus & Co Inc since 2020, previously serving at Morgan Stanley Private Bank from 2015 to 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Madeline Deisner is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. Her background includes diverse roles across education, law, and hospitality sectors. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Monica Marti is a financial advisor at Stifel with 28 years of industry experience. She holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Rutten is a financial advisor with Stifel, holding a Series 66 designation and 18 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. 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 is based on proprietary forward-looking methodologies developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Kerry Mangano is a financial advisor at Stifel with 43 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 and Wells Fargo Advisors LLC from 2009 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Lucas Lounello is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Osaic Wealth and SABRE Financial Services. Outside of finance, he has experience operating a surf school. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Chase Metcalf is a financial advisor at Stifel with 9 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2015 and was previously self-employed for eight years. He serves as Vice President and Board Member of the Marbella Racquet Club homeowners association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Chase Nishida is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked at Morgan Stanley from 2018 to 2020 and at Mutual Fund Administration LLC from 2014 to 2018. He is a member of the Scholarship and Luncheon Committees for the Japanese American Treaty Centennial Scholarship Fund. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and financial planning analyses that support client decision-making.

Nicole Roach is a CFP® with 24 years of industry experience. She currently works at Stifel, joining the firm in 2023 after prior roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide planning and allocation guidance.

Anna Hauck is a financial advisor at Stifel with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2012 to 2020. Hauck also serves as a Notary Public in Orange County, California. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling to assist with asset allocation and financial planning.

Robert Tomlinson is a financial advisor with Stifel in Newport Beach, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory work, he is involved in the arts as an actor affiliated with the Screen Actors Guild and serves on the boards of Word Theatre and EST-LA, organizations focused on theatre and fundraising for causes such as Autism Speaks. Stifel serves a diverse range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Owen Dybel is a financial advisor with Stifel, holding a Series 66 designation and based in Newport Beach, CA. He joined Stifel in 2024 and has prior experience working in various service and hospitality roles. 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 planning analyses.

Gina Berry is a financial advisor at Stifel with 28 years of industry experience. She holds the Series 63 designation and has worked at Stifel since 2019. Her prior experience includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 developed by its Investment Strategy Group.

Kathy Jimeno is a financial advisor at Stifel with 36 years of industry experience. She holds the Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. She has been with Stifel Nicolaus & Co Inc since 2021. Stifel serves a broad range of clients, including individuals, institutional clients, 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 guide asset allocation and financial planning.

Rachel Hughes is a financial advisor at Stifel with 17 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she is a notary affiliated with the National Notary Association, providing notarization services for Stifel business purposes. 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 is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Anna Chevrier is a financial advisor at Stifel with 25 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and advisory solutions with a focus on client discretion over implementation.

Timothy Metcalf is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory role, he serves as a grant committee member for the McBeth Foundation. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Judd Azoulay is a financial advisor at Stifel with 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Outside of his advisory role, Azoulay owns a bartending and catering business and serves as treasurer for a theater company, managing its day-to-day financials. Stifel serves a wide 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.