Jonathan Ricks Jr. is a financial advisor with STIFEL in Traverse City, MI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with STIFEL since 2009. Stifel serves a diverse client base, 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.

Robert Fenton is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following eight years at Raymond James & Associates. Outside of his advisory role, he has been involved with RJF Sports since 2006. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies.

Buz Zamarron is a financial advisor at Stifel with 38 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved with the Exchange Club of Traverse City and serves as a Successor Trustee of a family trust. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Kevin Dunklow is a financial advisor with Stifel, holding a Series 66 designation and eight years of industry experience. Prior to joining Stifel in 2021, he worked at Edward Jones from 2017 to 2021 and served with the Traverse City Police Department for 13 years. He is a board member of Charlie Golf One, a nonprofit focused on affordable housing and programs for veterans in the Traverse City community. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning analyses.

Steven Yenshaw is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Stifel since 2009. 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 is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Barbara Shellman is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and previously worked at Raymond James in various capacities from 2013 to 2023. Outside of her advisory role, she chairs the marketing committee for SCORE Traverse City, a volunteer organization supporting local business owners, and serves on the arts and culture committee for Impact 100 Traverse City, a nonprofit collective giving group. 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 proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Terry Froeber is a financial advisor at Stifel with 16 years of industry experience and holds the Series 66 designation. He has worked at Stifel since 2019 and previously spent 11 years at First Empire Securities, Inc. Stifel serves a diverse client base that includes 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 provide asset allocation and planning analyses, serving as a basis for client decision-making.

Deborah Alice is a financial advisor at Stifel with 26 years of industry experience. Her prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. She is also the owner of a small appliance services business outside of her advisory work. Stifel serves a diverse client base that includes individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.