Douglas Bowcock is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Bowcock serves as a board member of the Kiwanis Club of Escondido/Hidden Valley. 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 asset allocation methodologies developed by its Investment Strategy Group.

Brett Levinson is a financial advisor at Stifel with 31 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and municipalities, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Deborah Muenchow is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2015. 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.

Zachary Anthony is a financial advisor at Stifel with one year of industry experience. He previously worked at Whole Foods for five years before joining Stifel. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services guided by a proprietary investment methodology developed by its Investment Strategy Group.

Virginia Panjvani is a financial advisor with Stifel, holding a Series 63 designation and 49 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent 30 years at UBS Financial Services. Based in San Diego, CA, she currently serves clients through Stifel’s platform. 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 investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Carla Osbourne is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 credential. She has worked at Stifel Nicolaus & Co. Inc. since 2015. Outside of her advisory role, she is also a travel advisor and influencer with InteleTravel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to assist clients in asset allocation and financial planning.

Harvey Frank is a financial advisor at Stifel with 35 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Eric Dimino is a CFP®-designated financial advisor at Stifel with 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a ski instructor at Big Bear Mountain Resort, teaching children to ski. Stifel serves a diverse client base, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology through its Investment Strategy Group to provide capital market analysis and asset allocation guidance.

Andrew Harvey is a financial advisor with Stifel in San Diego, CA, holding Series 63 and Series 65 credentials and having 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory role, he is a drummer in a rock and roll band. 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.

Jason Rudolph is a financial advisor at Stifel with 22 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2016, following a brief tenure at Morgan Stanley Private Bank. Outside of advising, Rudolph co-owns and operates a vending machine business with his wife. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, supporting client decisions with forward-looking capital market assumptions and probabilistic modeling.

Wyatt Farmer is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus 7 Co Inc since 2015 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies 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.

Robert Willgoss is a CFP® with 30 years of industry experience currently serving at Stifel Nicolaus & Co., Inc. since 2015. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services along with fee-based financial planning. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Lori Lenhof is a financial advisor with Stifel in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2015. 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 incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

David Lee is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Kevin Bowcock is a CFP® professional with 13 years of industry experience, currently with Stifel since 2019. His prior roles include positions at Wells Fargo Advisors, LLC and Wells Fargo Clearing. He serves as a board member of the Escondido East Rotary. Stifel provides brokerage and investment advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and planning analyses, supporting client decisions across a variety of financial areas.

Alexander Monroe is a financial advisor with Stifel in San Diego, CA, holding the Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory role, Monroe serves as Vice President and Board Member of the La Jolla Golden Triangle Rotary Club Foundation, where he is involved in community communications. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.