Pasadena, CA Gateway Plaza, 300 North Lake Avenue Office

David Luna is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and municipal market participants and operates alongside affiliated trust companies and banks.

Veronica Zamora is a financial advisor with Stifel, holding a Series 66 designation and 12 years of industry experience. She has worked at Stifel Nicolaus & Co Inc and Wells Fargo Clearing in multiple roles since 2008. Stifel serves a broad range of clients, 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.

Daniel Mcmillan is a CFP® professional with 26 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2013. He holds the Series 66 designation and is based in Pasadena, CA. Outside of his advisory role, he is President and a board member of the Santa Fe Springs YEF, an organization supporting educational programs in Santa Fe Springs. 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. The firm’s services include fee-based financial planning and investment recommendations, with clients retaining discretion over implementation.

Steven Kerstein is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. He serves as a FINRA arbitrator in addition to his advisory role. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, supporting asset allocation and financial planning analyses.

Jon Bostrom is a financial advisor with Stifel in Pasadena, CA, holding a Series 63 designation and 52 years of industry experience. He has been with Stifel Nicolaus since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Manuel Lozano is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus since 2007, following a decade at A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a part owner of an apartment rental property. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.