Sean Westbrook is a financial advisor at Stifel with 19 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following ten years at FSC Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Kennedy is a financial advisor at Stifel with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, National Association for six years before joining Stifel in 2021. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and other services intended to support client decision-making, with clients generally retaining discretion over implementation.

Mark Kennedy is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2009. Outside of his advisory work, he serves as President of the Silver Creek Lakes HOA and as Secretary of the St. Charles River Estates Property Owners Association in Pueblo, Colorado. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Alexis Lopez is a Series 66-licensed financial advisor at Stifel with 16 years of industry experience. Prior to joining Stifel Nicolaus & Co Inc in 2022, Alexis worked for Morgan Stanley Private Bank, National Association from 2015 to 2022. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.