Mason Wright is a CFP® and Series 66 credentialed financial advisor with four years of industry experience at Stifel Nicolaus in Redding, CA. Prior to joining Stifel, he held roles in construction, the beverage industry, and at the Shasta Family YMCA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Joshua Wiley is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Wiley owns and manages an agricultural research and almond orchard business and is the founder and president of a nonprofit organization, Dads and Daughters of Northern California. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Mackenzie Wright is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, Wright held roles in tax and accounting and managed businesses including Westside Wines LLC and CAL Java Coffee Roasters. Wright has also been involved with the Shasta Family YMCA over multiple periods. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Deanna Mercurio is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis from its Investment Strategy Group, providing guidance based on forward-looking capital market assumptions and probabilistic modeling.

Bradford Jackson is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc. since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he engages in freelance activities including writing, speaking, photography, and consulting. Stifel serves a wide range of clients, from individuals to institutional entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Orr is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation. Prior to joining Stifel, he worked at Stryker and has additional experience in outdoor systems management and golf course operations. 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 support asset allocation and financial planning.

Paul Schwerdt is a financial advisor with Stifel Nicolaus & Co Inc, holding a Series 63 designation and bringing 25 years of industry experience. He has been with Stifel 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Jeffrey Miller is a financial advisor with Stifel in Redding, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. 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.

Susan Eastman is a financial advisor at Stifel with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Perry Wright is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2009. He holds the Series 63 designation and is based in Redding, California. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.