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 credentials and has previously worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Guillermo Gonzalez is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. Their investment approach relies on proprietary analyses developed by the firm's Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

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 at Stifel with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Stifel in 2022, he was involved with the San Remo Breast and MRI Center from 2006 to 2022. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Ailady Organvidez is a financial advisor at Stifel with 16 years of industry experience and holds a Series 66 designation. She previously worked at Raymond James & Associates for seven years before joining Stifel in 2023. Stifel serves a diverse client base 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.

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 with Stifel based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 54 years of industry experience. Prior to joining Stifel in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

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 23 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates from 2016 to 2023. He has been with Stifel since 2023. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing 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 guide asset allocation and planning analyses.

Martha Vasallo is a Series 66-licensed financial advisor at Stifel with 40 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies 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 two years of industry experience. She holds the Series 66 designation and has previously worked at Amerant Investments, Amerant Bank, and Amazon. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment methodologies developed by its Investment Strategy Group.

Diego Canalda is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and 27 years of industry experience. He joined Stifel in 2023 after seven years at Raymond James & Associates. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.