Matthew Eccles is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Scout Model & Talent Agency in San Francisco, focusing on fashion and lifestyle modeling. Stifel serves a wide 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, emphasizing forward-looking capital market assumptions and probabilistic modeling.

Scott Duff is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2012. Outside of his advisory role, he manages rental properties. Stifel serves a broad client base 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.

Fahrudin Velic is a financial advisor at Stifel with 13 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, 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 uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Zachary Abrahams is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has prior experience at Stifel Public Finance as well as roles connected to educational and community organizations including Tulane University, Brentwood School, and local synagogues. 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 methodologies.

Yu Fan Chiang is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2015. Based in San Francisco, CA, Chiang’s career background is centered on his long tenure at Stifel. 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 guide asset allocation and financial planning.

Gregory Young is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 licenses. 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 methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Janet Barnes is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 66 designations and 23 years of industry experience. She has been with Stifel since 2012. 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.

Mason Billings is a financial advisor at Stifel with 9 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. since 2015. Based in San Francisco, CA, he provides advisory services to a diverse client base. Stifel serves individuals, including high net worth and non-HNW clients, as well as institutional clients such as pension plans and charitable organizations. The firm offers brokerage and investment advisory services, utilizing a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Matthew Newell is a financial advisor with Stifel in San Francisco, holding a Series 66 designation. He joined Stifel in 2025 and previously worked at the Federal Reserve Bank of San Francisco from 2022 to 2025. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment methodology and probabilistic modeling developed by its Investment Strategy Group.

David Lowi is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Outside of his advisory role, Lowi serves as a board member for the San Francisco Campus for Jewish Living. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis, asset allocation, and financial planning guidance.

Daniel Holligan is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2012, following seven years at Thomas Weisel Partners LLC. He serves as a board member for Friends of Princeton Water Polo, a nonprofit supporting the water polo program. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Charles Marks is a financial advisor at Stifel in San Francisco, holding a Series 66 credential. He has been in the industry since 2023, with prior experience at KeyBank and a background in education at the University of Colorado Boulder and Redwood High School. 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 guide asset allocation and financial planning.

Jeffrey Green is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Outside of his advisory role, he serves on the City of St Helena’s Community Measure H Oversight Committee and the Lake Hennessey Fire Safe Council Steering Committee. 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.

Angelique Kelly Patino is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2025. She has a background that includes roles at the University of California, Berkeley, Ruffalo Noel Levitz, Sweetgreen, and Marlborough School. 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 methodologies developed by its Investment Strategy Group.

Nathan Nguyen is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at the George Washington University Office of Undergraduate Admissions and the United States House of Representatives. Outside of finance, he is a Senior Certified Instructor at Martial Arts America, where he teaches martial arts to children and adults. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Diana Dorn is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2010 and previously worked at Thomas Weisel Partners LLC, LWI Financial Inc., Independent Advisers Group Corp, and LPL Financial. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Stephen Simon is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Stifel since 2016, with a brief period at Aspiriant from 2017 to 2020. He holds the Series 63 and Series 66 licenses and is based in San Francisco, CA. Stifel serves a diverse client base 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 to provide asset allocation and financial planning analyses, supporting clients in their decision-making processes.

Madalyn Hosick is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, she held roles at several companies including Gorgias, Kandji, Pave, and Amplitude. 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 probabilistic modeling developed by its Investment Strategy Group.

Andrew Peterson is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011 and previously spent nine years at Stone & Youngberg LLC. Outside of his advisory work, Peterson engages in photography, selling some images as stock photography and fine art, and serves as co-chair of the waitlist committee for the charitable organization The Guardsmen. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and financial planning analyses that support client decision-making.

Oliver Choy is a Series 66-licensed financial advisor at Stifel with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Gerald O'hara is a CFA® with 20 years of experience in the financial industry, currently advising at Stifel since 2025. Prior to joining Stifel, he spent 15 years with Jefferies Research Services LLC and Jefferies & Co. He serves as an advisor to the Investment Committee of the Northern California Golf Association and is a member of the Board Nominating Committee at The Olympic Club, participating in governance and financial oversight. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kalisi Huhane is a financial advisor at Stifel in San Francisco, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Stifel, Kalisi worked at the University of San Francisco and Verve Coffee Roasters. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Ryan Watada is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has previously been affiliated with Safeway and worked in education at Clayton Valley Charter High School and UC Berkeley. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Todd Stone is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2011, following five years at Stone & Youngberg LLC. Stifel serves a broad client base 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, which supports asset allocation and planning analyses intended to assist client decision-making.

Margaret Jimenez is a financial advisor at Stifel with 15 years of industry experience. She has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at JP Morgan Securities LLC from 2015 to 2018. She holds the Series 63 and Series 65 licenses. Stifel serves a broad client base 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, which support client decision-making without guaranteeing specific outcomes.

Christa Dibiase is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2017. Her prior roles include positions at J.P. Morgan Securities and Deutsche Bank Securities Inc. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kathrina Papio is a financial advisor at Stifel with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. 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 to provide asset allocation and financial planning analyses.

Johnny Ng is a CFP® professional based in San Francisco, CA, with 26 years of industry experience. He currently works at Stifel, where he has been since 2022, following prior roles at Ameriprise Financial Services and Eagle Strategies/New York Life from 2010 to 2017. Ng is co-owner of a rental property in Texas. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, with clients retaining discretion over implementation.

Eric Krueger is a financial advisor at Stifel in San Francisco, holding a Series 66 designation with 13 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning decisions.

Jeffrey Bergholt is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. since 2012. Outside of his advisory role, he serves on the Ross School Board and participates in the investment committee of the Surfinder Foundation, a nonprofit focused on ocean protection. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering 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.

N. Hoover is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory role, he serves as Board Member and CFO for the Sentinels Homeowners Association in Kirkwood, California. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, 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 utilizes forward-looking capital market assumptions and probabilistic modeling to provide asset allocation and planning analyses.

Jennifer Green is a financial advisor with Stifel in San Francisco, holding a Series 66 designation and 16 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both 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 provide asset allocation, retirement, insurance, and estate planning analyses.

Anthony Stais 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 since 2010. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services through proprietary investment analysis and allocation methodologies.

Daniel Landa is a CFP® professional with five years of industry experience, currently serving at Stifel since 2021. His prior roles include positions at Bank of America, Merrill, SV Angel, and UC Davis, spanning various capacities from 2017 to 2021. Outside of his advisory work, he is involved with Landa Capital LLC and Doodler Capital LLC, which manage rental real estate properties. Stifel serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Sorcha Dolan is a Series 66 licensed financial advisor at Stifel with two years of industry experience. Prior to joining Stifel in 2023, she worked at Mitchells Farrier Corp and has several years of experience with equestrian-related businesses. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Costello is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2012. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Raef Coke is a financial advisor at Stifel in San Francisco, CA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Stifel, he worked at Charles Schwab & Co., Inc. for one year. Stifel serves a diverse client base 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, providing asset allocation and planning analyses that support client decision-making.