Donielle Davis is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She has worked at Stifel Nicolaus since 2018 and previously spent 12 years at the Santa Rosa Golf and Country Club. 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 guide asset allocation and planning, and provides both episodic fee-based financial planning and third-party adviser recommendations.

Samuel Slayden is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel since 2007. Outside of his advisory work, he owns and manages a family farm in Lakeport, California. Stifel serves a diverse client base 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 to provide asset allocation and financial planning analyses.

Judith Enochs is a financial advisor with Stifel in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2014. 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.

Melissa Alfsen is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2022, following prior roles at Wells Fargo Clearing and Raymond James & Associates. 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 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 analyses.

Kelly Stromgren is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, Stromgren serves on the Board of Directors and Finance Committee of the Humane Society of Sonoma County, where she is also Treasurer and a member of the Executive Committee. Stifel serves a diverse client base that includes individuals, institutions, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Cynthia Buckman is a financial advisor at Stifel with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel Nicolaus since 2013. Outside of her advisory role, she serves as Secretary for Kirk Buckman Electric, Inc., an electrical contracting business. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.