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Jared C

Series 66

St. Louis, MO

STIFEL

Jared Cernansky is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has been with Stifel Nicolaus since 2018 and previously worked at Rubicon Global (formerly WestRock) from 2016 to 2018. 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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Blakely H

Series 66

St. Louis, MO

STIFEL

Blakely Hall is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following a four-year tenure at Cetera Advisor Networks. 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.

General retirement planning Income planning
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Allison K

Series 66

St. Louis, MO

STIFEL

Allison Kenly is a financial advisor at Stifel in St. Louis, MO, with eight years of industry experience. She holds the Series 66 designation and has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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Deborah B

Series 66

St. Louis, MO

STIFEL

Deborah Briest is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2021, following roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Deborah is based in St. Louis, MO. 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 allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Angela M

Series 66

St. Louis, MO

STIFEL

Angela Moreno is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and having 10 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Ameriprise Financial Advisors Inc. and Scottrade. Outside of her advisory work, Moreno serves as co-manager of her daughter’s Girl Scout troop in Eastern Missouri. Stifel serves a diverse client base 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 provide asset allocation and planning analyses.

General retirement planning Income planning
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Anthony S

CFA®, Series 63, Series 66

St. Louis, MO

STIFEL

Anthony Sausville Jr. is a CFA® charterholder and financial advisor with seven years of industry experience. He has worked at Stifel Nicolaus since 2019 and previously spent 12 years at US Bancorp. He is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

General retirement planning Income planning
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Jeffrey C

CFP®, Series 66

St. Louis, MO

STIFEL

Jeffrey Crader is a financial advisor with STIFEL in St. Louis, MO, holding CFP® and Series 66 designations and having 20 years of industry experience. He previously worked at Edward Jones for nine years and held roles at W&S Brokerage Services and Western & Southern Life. STIFEL serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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Kristian Q

CFP®, Series 63, Series 66

St. Louis, MO

STIFEL

Kristian Quigless is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Stifel in St. Louis, MO. Prior to joining Stifel in 2024, he worked at Charles Schwab & Co., Inc. and has also held positions outside the financial industry, including roles at Whole Foods Market and educational institutions. 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 allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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James W

Series 63, Series 66

St. Louis, MO

STIFEL

James Willey is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Confluence Investment Management and Scottrade. Stifel serves a broad range of clients, including individuals, institutional investors, 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.

General retirement planning Income planning
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Sean M

Series 66

St. Louis, MO

STIFEL

Sean Mcfarland is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

General retirement planning Income planning
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Terry Z

Series 66

St. Louis, MO

STIFEL

Terry Zotos is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 10 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Nicholas P

Series 66

St. Louis, MO

STIFEL

Nicholas Perotta is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has been with Stifel NicolauS & Co Inc since 2013, joining Stifel Independent Advisors, LLC in 2017. 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 investment approach relies on proprietary methodologies from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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Brett A

Series 63, Series 66

St. Louis, MO

STIFEL

Brett Abell is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Stifel in 2019, he worked at Wells Fargo Clearing and TD Ameritrade. Brett also spent time at Southern Illinois University Edwardsville both as a financial professional and in a related capacity. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Cydney D

Series 63, Series 65

St. Louis, MO

STIFEL

Cydney Dunavan is a financial advisor at Stifel with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of her advisory role, she serves as a custodian for her extended family. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment strategy methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Jon S

ChFC®, Series 63, Series 66

St. Louis, MO

STIFEL

Jon Smith is a ChFC®-credentialed financial advisor with 22 years of industry experience. He has been with Stifel in St. Louis, MO, since 2007. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology through its Investment Strategy Group for asset allocation and planning analyses, providing clients with guidance while allowing discretion over implementation.

General retirement planning Income planning
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Jessica V

Series 63, Series 66

St. Louis, MO

STIFEL

Jessica Voss is a financial advisor at Stifel with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and TD Ameritrade. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Kathryn M

Series 63, Series 66

St. Louis, MO

STIFEL

Kathryn Motchan is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022. Outside of her advisory role, she serves as a board member for Union Preschool in St. Louis, where she reviews budgets and operating expenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Oliver J

Series 66

St. Louis, MO

STIFEL

Oliver Jones is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2020, he worked at Regions Bank and has prior experience in law enforcement and public safety, currently serving as a 911 dispatcher for the St. Clair County Sheriff Department. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Alexandria M

Series 66

St. Louis, MO

STIFEL

Alexandria Macaluso is a financial advisor at Stifel with five years of industry experience. She holds the Series 66 designation and has worked at Stifel since 2019. Her prior experience includes roles at Avenica, the 375 Air Mobility Wing Public Affairs Unit at Scott Air Force Base, Southern Illinois University Edwardsville, and service in the US Army Reserves. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing clients with analysis and allocation guidance intended to support their decision-making.

General retirement planning Income planning
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Michael C

Series 66

St. Louis, MO

STIFEL

Michael Croce is a financial advisor with Stifel, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at Sierra Pacific Securities, Keefe, Bruyette & Woods, Miller Buckfire & Co., and SunEdison. He is based in St. Louis, MO. 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.

General retirement planning Income planning
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