Steven Pallas is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Cantor Fitzgerald & Co. from 2023 to 2026. 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 through its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Douglas Bryan is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Stifel since 2023. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets, spanning nearly two decades. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Carrie Bock is a financial advisor at Stifel with one year of industry experience and holds a Series 66 designation. Her prior work includes roles at PSS Staffing Associates, Parker Staffing Associates, Cowabunga, Inc., and Ennis, Pellum & Associates, CPAs. Outside of her advisory role, she is active in community organizations in Vero Beach, serving as treasurer for the Clean Water Coalition of Indian River County and participating in Impact 100 Indian River and the Vero Beach Country Club’s Finance Committee. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

George Bryan is a financial advisor at Stifel in Vero Beach, FL, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at Sumitomo Mitsui Banking Corporation and Morgan Stanley, as well as a position with the New York Yankees. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, providing brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

John Rice is a financial advisor with Stifel in Vero Beach, FL, holding a Series 63 designation and over 31 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he is the sole owner of a photography business. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

John Orcutt Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc., Wells Fargo Clearing, and Stanford Group Company. Outside of his advisory work, he is involved with environmental land preservation in Indian River County, Florida, serves on the finance committee of the Association for the Sciences of Limnology and Oceanography, and participates in leadership activities for a Domino's Pizza franchise. Stifel serves a broad client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.