Carlsbad, CA Fleet Street Office

Zachary Mc Coy is a Series 66-licensed financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, he worked at Salesforce, Workday, Cornerstone On Demand, and Enterprise Rent-A-Car. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy and capital market modeling.

Michael Poponyak is a financial advisor with Stifel in Carlsbad, CA, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joseph Rotta is a CFP®-certified financial advisor with 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeffrey Mccoy is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a board member for Nu Shoe Inc. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Daniel Robinson is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Radcliffe is a CFP® professional with 30 years of experience in the financial services industry. He has been with Stifel Nicolaus & Co Inc since 2009. Based in Carlsbad, CA, he holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling.

Brian Talgo is a financial advisor with Stifel in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jill Connelly is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment strategy developed by its Investment Strategy Group.

Michelle White is a Series 66 licensed financial advisor at Stifel with three years of industry experience. Before joining Stifel in 2022, she worked at CHC Helicopter for five years and C&J Energy Services for two years. 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 methodology developed by its Investment Strategy Group.

Nicholas Mc Coy is a CFP® with four years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to joining Stifel, he worked for the Los Angeles Angels for five years. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Mered Oren is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients, 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 relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning decisions.

Kenneth Klauber is a financial advisor at Stifel with 43 years of industry experience. He has held the Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Terrance Blessing is a financial advisor at Stifel with 26 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, 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 clients with asset allocation and retirement planning analyses to support their decision-making.

Victoria Kugler is a financial advisor at Stifel with 18 years of industry experience. She has held her current position at Stifel Nicolaus & Co. Inc. since 2008 and holds a Series 66 designation. 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 asset allocation methodologies.

Bruce Baker is a financial advisor with Stifel who holds a Series 63 designation and has 37 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.