Chaz Myers is a financial advisor with Stifel in Stockton, CA, holding a Series 66 designation and entering the industry in 2025. Prior to joining Stifel, he held positions at the University of the Pacific and East Carolina University. Stifel serves a diverse client base, including individual investors, 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.

Robert Thompson is a financial advisor at Stifel with 42 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he is involved in grape growing as the sole owner of a vineyard in Woodbridge, California. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Larry Watts is a Certified Financial Planner (CFP®) with 43 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2016. He is based in Stockton, CA, and has participated on the University of the Pacific Eberhardt School of Business Advisory Board. Outside of finance, he is involved with the Larry & Emily Watts Winery, hosting periodic tastings to monitor wine progress. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Christy Frank is a financial advisor with Stifel, holding a Series 63 designation and 22 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she serves as Secretary/Treasurer for the Lodi chapter of BNI, a business networking organization. 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, providing asset allocation and financial planning analyses intended to support client decision-making.

Brian Wilkinson is a Series 63 licensed financial advisor at Stifel with 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he is a general partner in family farming operations. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Jacob George is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. He previously worked in education at University of the Pacific and Moreau Catholic High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.