Jeffrey Tomlinson is a financial advisor at Stifel with 27 years of industry experience and holds Series 63 and Series 65 designations. He has been with Stifel since 2009. Outside of his advisory role, he serves as a School Board Trustee for Sheridan County School District #2. 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 provide asset allocation and planning analyses, with clients maintaining discretion over implementation.

Patrick Johnson is a CFP® with 25 years of industry experience and has been with Stifel since 2009. He is based in Sheridan, Wyoming, and holds a Series 66 license. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s offerings include fee-based financial planning and model allocations intended to guide client decisions.

Douglas Hockett is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Outside of his advisory role, he serves on the Board of Directors for the RMS Invitational Golf Tournament, a charity event in Wyoming. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William Pelissier is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior roles include positions at the University of Wyoming College of Business and Big Horn High 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 asset allocation methodologies developed by its Investment Strategy Group.