Coral Gables, FL Ponce De Leon Boulevard Office

Alejandro Hasegawa is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James & Associates, Insigneo Securities, LLC, and Wells Fargo Advisors. Outside of his advisory role, he is the sole owner and director of Miami Card Legends LLC, a collectibles business. 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 guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Rodolfo Milani is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Milani serves on multiple nonprofit boards, including as President of Friends of UFM, which supports a university in Guatemala, and as Chairman of the Churchill Society of South Florida. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Alfredo Baez is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and Wells Fargo Clearing. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, 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, with services tailored to client discretion and needs.

Guillermo Gonzalez is a financial advisor with Stifel in Coral Gables, FL, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His career includes 30 years at Merrill followed by five years each at Wells Fargo Clearing and Stifel Nicolaus & Co. Inc. 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 guided by proprietary methodologies developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to support clients’ allocation and planning decisions.

Juan Larrazabal is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 credential and previously worked at Merrill Lynch and Primerica. Outside of his advisory role, he manages companies involved in buying, fixing, and flipping properties and holds a real estate license used solely for research purposes. Stifel serves a broad 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.

Arturo Mesa is a financial advisor with Stifel, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He joined Stifel in 2022 after 16 years with San Remo Breast and MRI Center. Outside of his advisory role, he manages a medical group's real estate holdings through A.J. Mesa Management, LLC. 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.

Ailady Organvidez is a Series 66-registered financial advisor at Stifel with 17 years of industry experience. She previously worked at Raymond James & Associates for seven years before joining Stifel in 2023. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Eduardo Coloma Jr. is a financial advisor with STIFEL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he owns a single-family rental property in Miami. Stifel serves a diverse range of clients, including individuals, institutional investors, and charitable organizations, 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, with client discretion emphasized in implementation decisions.

Fernando Barzana is a financial advisor at Stifel with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill for 33 years and Wells Fargo Clearing for 5 years before joining Stifel in 2021. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brian De Souza is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Coral Gables, Florida. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and financial planning, providing clients with data-driven guidance while allowing them discretion over implementation.

Roman Meyerhans is a financial advisor at Stifel with 24 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Raymond James & Associates, Deutsche Bank Securities Inc., Barclays Capital Inc., and Lehman Brothers Inc. Meyerhans joined Stifel in 2023. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is supported by proprietary methodology developed by the Stifel Investment Strategy Group, which focuses on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Martha Vasallo is a financial advisor at Stifel with 40 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2021. Her prior experience includes five years at Wells Fargo Clearing and 30 years at Merrill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Andrew Cherrick is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for multiple terms between 2017 and 2021. He also has experience at Southern Methodist University. Stifel serves a wide range of clients, 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.

Anyi Ferrer Castro is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel in 2023, she held positions at Amerant Bank NA and Amerant Investments, Inc., and briefly worked at Amazon. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based 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.

Geronimo Barral is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Associated Energy Group, The Clorox Company, Babson College, and MAST Academy. 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 developed by its Investment Strategy Group.