John Berard is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank from 2015 to 2020. Outside of his advisory role, he serves as president of Vesta Works Inc., a company developing a grill starter product. 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.

Richard Dworsky is a financial advisor at Stifel with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent five years with Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in a boat rental club in Chapel Hill, NC. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary, forward-looking methodologies developed by its Investment Strategy Group.