San Luis Obispo, CA Broad Street Office

Tawnee Hosick Evers is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Stifel Nicolaus & Co. since 2010. Outside of her advisory work, she serves as a board member of the Point San Luis Lighthouse, helping to restore and maintain the historic site. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

Daniel Martin is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. He is based in San Luis Obispo, CA. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Sandra Sailer is a financial advisor at Stifel with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sandra Wheeler is a financial advisor at Stifel with 32 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Sandra is based in San Luis Obispo, CA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses intended to inform client decisions.

Harry Fischer is a financial advisor at Stifel with 49 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Stifel Nicolaus & Co Inc in 2020. Stifel serves a diverse range of clients, including individuals, institutional investors, and charitable organizations, offering 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.

Marcus Lane Jr. is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2023. Prior to joining Stifel, he was involved with Left Coast T-Shirt Company in 2022. Stifel serves a wide 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.

Ryan Curtis is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2012. He holds a Series 66 license and is based in San Luis Obispo, California. Outside of his advisory role, he is a half owner of GRS Holdings LLC, a holding company used to manage rental properties. Stifel serves a wide array of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm emphasizes episodic fee-based financial planning and offers access to private funds, pooled vehicles, and affiliated trust and banking services.