Brookfield, WI Office

Kerry Lapp is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus since 2008. Stifel serves a wide range of clients, from individuals—including high net worth and non-HNW clients—to institutional entities such as pension plans and charitable organizations. The firm offers both brokerage and investment advisory services, supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Christopher Brennan is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at B.C. Ziegler and Company for eight years. He is also involved in his local community as a member of the Parish Pastoral Council at St Mary Church in Sayner, Wisconsin. Stifel serves a diverse clientele, 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 to provide asset allocation and planning analyses.

Mark Otten is a financial advisor with Stifel, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which focuses on forward-looking capital market assumptions and probabilistic modeling.

Charles Coakley Jr. is a financial advisor with STIFEL in Brookfield, WI, holding a Series 66 designation and 26 years of industry experience. He has worked at Stifel Nicolaus since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment process is supported by a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to guide client decisions.

James Eberle is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2003. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Gennell Warner is a financial advisor with Stifel, holding a Series 66 credential and over one year of industry experience. Prior to joining Stifel in 2023, Warner worked for Edward D. Jones and Co. for 15 years. Outside of advisory work, Warner is involved with Pruvit Ventures Inc., a dietary supplements company engaged in direct sales. 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 client decisions in asset allocation and financial planning.

Thomas Gerger is a financial advisor at Stifel with 52 years of industry experience. He has been with Stifel since 2012 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology for asset allocation and planning, providing clients with analysis to support their decision-making.

Angela Johnson is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following a year at B.C. Ziegler and Company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance that clients use to make informed decisions.

Lloyd Frick Jr. is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2019, he worked for Kevin Bay Investments, LLC for 10 years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Henry Otten is a financial advisor with Stifel in Brookfield, WI, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for the Knights of Columbus Council 4648 in Brookfield, where he supervises the council’s financial activities and participates in community charitable events. 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.

Kevin Bay is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Kevin Bay Investments, LLC, UBS Financial Services, and Piper Sandler & Co. Stifel serves a broad 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.

Ryen Ryba is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. His background includes roles in education and retail, such as positions at University of Wisconsin–Milwaukee, Madison Area Technical College, and Ace Hardware. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.