Jessica Rubino is a Series 66-licensed financial advisor with STIFEL in Salem, OR, and has three years of industry experience. She previously worked at Morgan Stanley from 2012 to 2024 before joining STIFEL. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance, supporting client decisions with fee-based financial planning and other advisory solutions.

James Kniffin is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Stifel in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2024. Outside of his advisory role, Kniffin serves as a high school football official with the Salem Football Officials Association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Andrew Jones is a financial advisor with Stifel who holds Series 63 and Series 66 designations and has 41 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2009. Outside of his advisory role, Jones is involved in music production and publishing, coordinating virtual musical projects and collaborating in music publishing with his daughter. He also serves on the Alumni Board of Directors at Willamette University. Stifel serves a diverse client base including individual and institutional clients, offering brokerage and investment advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of financial planning and asset allocation services, emphasizing client discretion in implementation.

Traci Murray is a financial advisor at Stifel with 30 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses typically delivered on an episodic, fee-based basis.