Sydney Walker IV is a Certified Financial Planner (CFP®) at Stifel with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory work, Walker serves as a board member and investment committee member for the St. Francis Foundation and participates on the outreach committee for All Saints by-the-Sea, both organizations based in Santa Barbara, CA. Stifel serves a diverse client base, including individuals, institutional clients, 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.

Mark Strong is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving clients at Stifel since 2012. He holds Series 63 and Series 65 licenses and is based in Santa Barbara, California. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Larry Harteck is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2012. 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 guide asset allocation and planning decisions.

Marie Rutherford is a financial advisor at Stifel with 19 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2014. Outside of her advisory role, she is a partner in a family-run partnership that manages a small residential rental property. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit 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.

Stephen Kally is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he co-owns a property management business with his spouse. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services. The firm’s investment approach is guided by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Dennis Boneck is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 15 years. Boneck is based in Santa Barbara, CA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm’s investment approach is supported by proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.