Allie Underberg is a financial advisor at Stifel with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2020. Prior to that, she held various roles at Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, Allie is also a notary. Stifel serves a broad range of clients, including individual investors, 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.

Jason Soukup is a financial advisor with Stifel in Sioux Falls, SD, holding a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Black Hills Federal Credit Union and Home Federal Bank / Great Western Bank. He serves on the executive and finance committees of Lifescape, a nonprofit providing services to disabled individuals, and will assume the role of vice chair of its board in 2025. 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 and provides fee-based financial planning alongside a variety of specialized services.

Alex Person is a CFP® professional at Stifel with 11 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Marcia Bucher is a financial advisor at Stifel with 19 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Gregory Risse is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he works as a basketball referee in Sioux Falls. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering 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, supporting client decisions without guaranteeing outcomes.