Tawnee Hosick Evers is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Stifel Nicolaus & Co. since 2010. Outside of her advisory work, she serves as a board member of the Point San Luis Lighthouse, helping to restore and maintain the historic site. 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 methods developed by its Investment Strategy Group.

Daniel Martin is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. He is based in San Luis Obispo, CA. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Sandra Sailer is a financial advisor at Stifel with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sandra Wheeler is a Series 63-licensed financial advisor with 32 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019, following previous roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a wide 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 provide asset allocation and planning analyses.

Harry Fischer is a financial advisor with Stifel in San Luis Obispo, CA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Wells Fargo Clearing and RBC Capital Markets. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Marcus Lane Jr. is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2023. Prior to joining Stifel, he was involved with Left Coast T-Shirt Company in 2022. 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 allocation methodologies developed by its Investment Strategy Group.

Ryan Curtis is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co, Inc. since 2012. Prior to joining Stifel, he worked at Edward Jones from 2008 to 2012. Outside of his advisory role, he is a half-owner of a holding company involved in overseeing rental property management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.