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Sheryl M
Series 63, Series 65
Phoenix, AZ
STIFEL
Sheryl Martin is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following a 17-year tenure at UBS Financial Services. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Jennifer R
Series 63, Series 66
Phoenix, AZ
STIFEL
Jennifer Rydzewski is a financial advisor with Stifel in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She worked at UBS Financial Services for 13 years before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.
Michael G
Series 66
Phoenix, AZ
STIFEL
Michael Gardner is a financial advisor at Stifel with a Series 66 designation and one year of experience in the industry. Prior to joining Stifel, he worked at Schneider National, Inc. for ten years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology. The firm provides fee-based financial planning and utilizes forward-looking capital market assumptions to guide asset allocation and retirement planning.
Dale L
Series 63, Series 65
Phoenix, AZ
STIFEL
Dale Lewis is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. Outside of his advisory work, he serves as Regional Vice President of Events for the Clan MacLeod Society USA, coordinating clan activities at local Scottish gatherings in the Southwestern United States. 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, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Michael H
Series 66
Phoenix, AZ
STIFEL
Michael Hemken is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has been with Stifel, Nicolaus & Company, Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Beaux J
Series 66
Phoenix, AZ
STIFEL
Beaux Johnston is a Series 66 credentialed financial advisor with Stifel in Phoenix, AZ, bringing four years of industry experience. Prior to joining Stifel in 2021, he worked at UBS Financial Services and has experience in both business education and the entertainment sector. 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.
Alec J
Series 66
Phoenix, AZ
STIFEL
Alec Jones is a financial advisor at Stifel with seven years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Company since 2018. Prior to his current role, he was involved with Fun Language from 2016 to 2018. 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 employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.
Thomas L
Series 63, Series 65
Phoenix, AZ
STIFEL
Thomas Laporte is a financial advisor with Stifel in Phoenix, AZ, holding Series 63 and Series 65 credentials and 49 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Raymond James & Associates from 2007 to 2018. Laporte serves as an advisory board member for the Seena Magowitz Foundation, which focuses on pancreatic cancer research and patient support. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer analyses and allocation guidance intended to assist client decision-making.
Rachel H
Series 63, Series 65
Phoenix, AZ
STIFEL
Rachel Hall is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a ten-year tenure at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.
Paul R
Series 63, Series 65
Phoenix, AZ
STIFEL
Paul Ruble Jr. is a financial advisor at Stifel with Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment process relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.
Von H
Series 63
Phoenix, AZ
STIFEL
Von Hallauer is a financial advisor with Stifel in Phoenix, AZ, holding a Series 63 designation and 25 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Stifel Nicolaus & Co Inc in 2018. Outside of advising, he manages a rental property through a property management company. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.
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