Carolyn Ives is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and previously worked at Thornburg Securities Corp and The Trust for Public Land. 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 uses a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

John Macukas is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently serving as a financial advisor at Stifel. He worked at UBS Financial Services for 20 years before joining Stifel in 2020. Macukas is involved in community service as a member and chair of the Arts Committee for the Rotary Club of Santa Fe and holds board and finance leadership roles at the Museum of New Mexico Foundation. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Robert Caine is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including BlackRock, Invesco, Thornburg Securities, and OppenheimerFunds. Caine serves on the board of the Albuquerque Public Schools Education Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s proprietary investment methodology combines forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Jacob Tague is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Lyft, Raiser LLC, and ElevateRX. Outside of his advisory role, he is involved with several community and nonprofit organizations, including serving as chairman of the Santa Fe chapter of Ducks Unlimited and participating in business mentoring through SCORE. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, providing brokerage and investment advisory services with an emphasis on fee-based financial planning. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial analyses for clients.

Karson Nance is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. He has previously worked at LPL Financial LLC and founded Dead Run Enterprises LLC, a retail and wholesale business specializing in boots, leather accessories, and denim apparel. Nance also serves on the board of the Lubbock Christian University Foundation. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Mary Macukas is a CFP®-credentialed financial advisor at Stifel with 18 years of industry experience. She previously worked for UBS Financial Services for 12 years before joining Stifel in 2020. Macukas serves on the boards of the Santa Fe Symphony Orchestra and Chorus, including a leadership role as Vice President of Development, and she is a board member of the Santa Fe Community Foundation. Stifel serves a diverse client base including individuals, high net worth clients, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology from its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to inform planning and asset allocation.