Boise, ID Office

Kevin Bates is a financial advisor with Stifel in Boise, ID, holding a Series 66 designation and eight years of industry experience. He previously worked at UBS Financial Services and BPA Health, Inc. Bates serves on the boards of the Wassmuth Center for Human Rights and the Treasure Valley CFO Forum, where he is involved in event planning and sponsorship activities. He is also a member of the Finance Committee at Hillcrest Country Club. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Joshua Delong is a financial advisor at Stifel with 25 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 66 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Randy Anderson is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously worked at UBS Financial Services from 2012 to 2020. He is based in Boise, ID. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and wrap programs. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that provides forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Gary Whinery is a financial advisor with Stifel in Boise, Idaho, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is also commissioned as a notary. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and fee-based investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling.

James Auw is a CFP® with seven years of experience in financial advising, currently with Stifel since 2017. Before joining Stifel, he was involved with Congregation Ahavath Beth Israel and operated independently from 2015 to 2017. He serves on the board of the Jewish Assistance Fund of Idaho and participates on the endowment committee of Congregation Ahavath Beth Israel; additionally, he is involved in a family farming LLC that raises livestock for sale. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Brent Koetter is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Tracy Druzisky is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2020, following seven years at UBS. Outside of her advising role, she serves as Vice President of Druzisky Golf Design, a golf course design business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, offering fee-based financial planning that clients may choose to implement independently.

Charles Kiehn is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, Kiehn serves as vice president of Rimrock Inc., a business related to his family’s real estate and hobby expenses, where he provides occasional oversight. Stifel serves a broad 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 and provides diverse financial planning and asset allocation services.

Donna Kane is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Stifel since 2017. She previously worked at UBS Financial Services from 2008 to 2017. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, 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 guidance that clients use as a basis for their own decisions.

Robyn Parks is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and has been with Stifel since 2014. Parks is also a notary public in Idaho. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services that incorporate proprietary methodologies for asset allocation and financial planning.

Sydney Wingerson is a financial advisor at Stifel based in Boise, ID, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel, Wingerson gained experience at Johannsen CPA and NBCUniversal, and has a background that includes roles in education and retail. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joseph Koetter is a CFP® and holds a Series 66 license with four years of industry experience. He has been with Stifel since 2022 and previously worked at VisitPay, Bank of America, Carollo, and Sky Ranch Inc. Koetter is based in Boise, ID. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Brian Scigliano is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2014. Outside of his advisory role, he serves as President of the Idaho Human Rights Commission, where he reviews human rights violations in Idaho. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Rebecca Offerdahl is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc since 2014. She is based in Boise, Idaho. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.