Michael Landau is a financial advisor with Stifel in Palm Desert, CA, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2012. 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 strategy methodology developed by its Investment Strategy Group.

William Lacy is a financial advisor with Stifel in Palm Desert, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he co-owns and serves as a corporate officer of Mary Beth Lacy Inc., a public relations firm. 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.

Harmony Bozes Sherlock is a financial advisor at Stifel with 9 years of industry experience and holds the Series 66 designation. She has been with Stifel Nicolaus & Co., Inc. since 2010, totaling 16 years at the firm. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. Its investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking assumptions and modeling to inform asset allocation and planning analyses.

Garth Young is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2014. He holds Series 63 and Series 65 licenses and is based in Palm Desert, California. 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 supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.