James Haro Ruiz is a financial advisor at Stifel with one year of industry experience. He has previously worked at JPMorgan Chase, Principal Financial Group, and founded Clever Buyback LLC, a business that buys and sells electronics. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Brett Schroeder is a financial advisor at Stifel with 34 years of industry experience. He has worked at Wells Fargo Advisors LLC since 2009. Schroeder serves as a board member of the Turnberry Home Owners Association and is president of the Tulare Sunrise Rotary, which provides scholarships to students in need. Stifel serves a broad range of clients 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 client financial planning and asset allocation decisions.