Newport Beach, CA Newport Center Drive Office

Patrick Dyas is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has worked at Stifel since 2018 and previously spent one year at Albertsons Companies. Outside of his advisory role, Dyas is active in several community organizations, including serving as president-elect of the Rotary Club of Newport Coast and holding leadership positions with the Orange Plaza Rotary Club, Greater Irvine Chamber of Commerce, and Business Networking International. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both fee-based financial planning and episodic advisory services, with clients retaining discretion over implementation.

Kristi Jund is a financial advisor with Stifel, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Morgan Stanley Smith Barney. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, 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 guide asset allocation and planning analyses.

Lisa Hartung is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc since 2016. Outside of her advisory role, she serves on the UC Santa Barbara Advisory Board to the Economics Department and volunteers with the UC Santa Barbara Advancement Council of Orange County, focusing on student mentorship and fundraising initiatives. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

John Vernon is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tyler Weaver is a financial advisor at Stifel with 12 years of industry experience and holds a Series 66 designation. He has worked at Stifel since 2019 and previously was with Wells Fargo Clearing from 2016 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Doherty is a financial advisor with Stifel, Nicolaus & Company, Incorporated, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Newport Beach, California. Stifel serves a diverse 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 guide asset allocation and financial planning.

John Vernon is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2016. 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 methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Craig Bentley is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory work, he is a managing partner of Seaside Marine LLC, a holding company for a personal boat. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, 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 that support client decision-making.

David Holler is a financial advisor at Stifel with 28 years of industry experience. He has held positions at Ohio National Equities, Inc. and Ohio National Financial Services, where he worked for 12 years before joining Stifel in 2019. He holds the Series 63 and Series 66 designations. 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 is guided by a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Anitra Kalagian is a financial advisor with Stifel in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Stifel since 2015 and concurrently works with Coldwell Banker Residential. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Annie Yang is a Series 66 licensed financial advisor at Stifel with 12 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent three years with Wells Fargo Clearing. Yang serves on the Board of Directors for the Savannah Neighborhood Association, a homeowners association. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and financial planning analyses intended to support client decision-making.

Justin Porrett is a CFP® with 13 years of industry experience, currently advising at Stifel. He has worked at Stifel Nicolaus & Co Inc since 2016, with a brief tenure at Merrill from 2018 to 2019. Stifel serves a wide 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.

Cody Paningsoro is a CFP® with 12 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2021, following roles at Wells Fargo Clearing and Osaic FA, Inc. He serves on the board of Volunteer Network OC, a nonprofit that connects volunteers with organizations in the Orange County region. Stifel serves a diverse 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, providing asset allocation and planning analyses to support client decision-making.

Amy Dosier is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2010. Amy is based in Newport Beach, CA. 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 planning analyses.

Michelle Scarcelli is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2021. Her previous roles include positions at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and various organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.