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Richard R

Series 63

Reno, NV

STIFEL

Richard Reynolds is a financial advisor with Stifel in Reno, NV, holding a Series 63 designation and 36 years of industry experience. He has been with Stifel Nicolaus since 2013. Reynolds serves on the Advisory Board and Investment Committee of the Community Foundation of Northern Nevada and is a board member of The Susanne and Gloria Young Foundation, assisting with evaluation of grant requests. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Mark E

Series 63, Series 65

Reno, NV

STIFEL

Mark Elston is a financial advisor with Stifel who holds Series 63 and Series 65 registrations and has 46 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2014, following prior roles at LPL Financial, Wells Fargo Clearing, and RBC Capital Markets. Outside of his advisory work, he serves on the board of the Reno Rodeo Association and is a member of the Council of Ex-High Chiefs for the California Indians shooting group. Stifel serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Joanne M

Series 63, Series 65

Reno, NV

STIFEL

Joanne Mcafee is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Citigroup Global Markets. Mcafee has been with Stifel since 2011, based in Reno, NV. 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 relies on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Mark B

Series 63, Series 65

Reno, NV

STIFEL

Mark Breeden is a financial advisor at Stifel with 42 years of industry experience. He has held his current role since 2010 at Stifel Nicolaus & Co Inc. Breeden holds Series 63 and Series 65 licenses and is based in Reno, NV. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to support asset allocation and financial planning analyses.

General retirement planning Income planning
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James E

Series 63, Series 66

Reno, NV

STIFEL

James Elston is a financial advisor at Stifel with 15 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. He holds Series 63 and Series 66 designations. Outside of his advisory work, he serves on the Board of Directors and the Executive Board of the Reno Rodeo Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses intended to inform client decisions.

General retirement planning Income planning
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Donald B

Series 63, Series 66

Reno, NV

STIFEL

Donald Bernard III is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus since 2019. His prior experience includes roles at Franklin Templeton Distributors, Inc. and Girard Securities/Newcastle Financial Advisors. Bernard serves as a board member for the Truckee Meadows Boys and Girls Club, a charitable organization focused on supporting youth in the Reno area. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Tessa B

Series 66

Reno, NV

STIFEL

Tessa Breeden is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. Prior to joining Stifel, she held various roles predominantly in the fitness and wellness sectors. Outside of her advisory work, she owns and operates a women’s fashion boutique called Trainer Tessa LLC DBA Sporty Chic. 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 incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning analyses.

General retirement planning Income planning
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Samuel R

Series 63, Series 65

Reno, NV

STIFEL

Samuel Reynolds is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Western Nevada Supply, and Miami University. 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, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

General retirement planning Income planning
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John D

Series 63, Series 65

Reno, NV

STIFEL

John Dierking is a financial advisor at Stifel with 30 years of industry experience. He has held his current role at Stifel Nicolaus & Co Inc since 2012. Outside of his advisory work, he serves on the investment committee of the St. Bernard Project, a disaster relief nonprofit. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Donald B

Series 63, Series 65

Reno, NV

STIFEL

Donald Bernard Jr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2010. Bernard serves as a trustee for the Estelle J. Kelsey Foundation, a self-funded charity supporting Northern Nevada organizations, and is a board member of Renown Health. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

General retirement planning Income planning
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Carl P

Series 66

Reno, NV

STIFEL

Carl Petersen is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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