Irvine, CA Spectrum Center Drive Office

Evanya Skelly is a financial advisor at Stifel with five years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2021, she worked in legal education and practice, including positions at the University of Law and Mills and Reeve. Stifel serves a diverse client base, including individuals and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Editha Shemke is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of her advisory role, she leads a professional networking group, Provisors, and serves as Founder and Advisory Board Chairperson for the Boardvance initiative within OneOC, which supports nonprofit organizations. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and municipalities, using a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

David Almquist is a financial advisor at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Almquist holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Richard Ward is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Stifel since 2012. His professional affiliations include memberships and board roles with several nonprofit organizations focused on philanthropy and community engagement, such as Advisors in Philanthropy Orange County Chapter and OneOC. He is also the author of the self-published book *Redefining Retirement* and is involved in organizing educational events that promote community involvement. Stifel serves a diverse client base including individual, institutional, and charitable clients, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of fee-based financial planning and asset allocation services tailored to client needs.

Shannon Flood is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, Shannon worked at Washington State University and held a position at Riptide Sushi. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Kent Struck is a financial advisor at Stifel with 33 years of industry experience. He holds a Series 63 designation 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. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Scott Hanna is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jeffrey Pierce is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes roles at Wells Fargo Clearing, A.G. Edwards & Sons, Cambridge Investment Research, and Morgan Stanley. He is an instructor at both the University of California, Irvine Osher Life Long Learning Program and California State University, Fullerton, and serves on the board of the Laguna Plein Air Painters Association. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services that incorporate proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.

James Lin is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2010 to 2019 before joining Stifel in 2019. Outside of his advisory role, he serves as a Notary Public with the National Notary Association. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to support client asset allocation and planning decisions.

William Linas is a financial advisor with Stifel in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent 10 years at Bank of America, N.A. Outside of his advisory role, he manages a single-family rental property. Stifel serves a wide range of clients, including individuals and institutional clients, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tammy Welch is a financial advisor with Stifel in Irvine, CA, holding a Series 63 designation and 34 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2011 and previously at UBS Financial Services and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Russell Reinsch is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad client base, including individual, institutional, and municipal clients, offering both brokerage and advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of planning and allocation services intended as a foundation for client decisions, with clients maintaining discretion over implementation.

Ronald Oliver Jr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, 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 inform asset allocation and financial planning.

Scarlett Adams is a financial advisor at Stifel in Irvine, CA, holding a Series 66 designation. She joined Stifel in 2026 and has prior experience at National Service Group, Bank of America, and several other organizations across different industries. Stifel serves a broad range of clients 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 analyses.

Lauren Cheung is a financial advisor at Stifel with 13 years of industry experience, including 11 years at Stifel. She holds Series 63 and Series 66 licenses and is based in Irvine, CA. Outside of her advisory role, she serves as Assistant Treasurer for the Northwood Choral Music Boosters, a volunteer organization supporting choral music at Northwood High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on proprietary analysis from the Investment Strategy Group, providing asset allocation and planning guidance intended to assist client decision-making.