Michael Landau is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 58 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in managing a rental property in La Quinta, California. 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.

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®-certified financial advisor with 28 years of industry experience. He has worked at Stifel Nicolaus & Co., Inc. since 2014 and has prior experience at Wells Fargo Clearing and Prudential Equity Group, LLC. He is based in Palm Desert, CA. 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 relies on a proprietary methodology developed by its Investment Strategy Group, providing forward-looking capital market analyses and asset allocation guidance.