Washington, DC I Street Office

Tuananh Vu is a financial advisor at Stifel with eight years of industry experience. He has held positions at Wells Fargo Clearing and Bank of America prior to joining Stifel in 2022. Outside of his advisory work, Vu is active as a musician, serves as a treasurer for a nonprofit focused on Vietnamese leadership, participates in an Asian culture podcast, and acts as a brand ambassador for a hard seltzer company. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

John Krimigis is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Based in Washington, DC, his career includes over a decade at the firm. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Trissa Monaghan is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Morgan Stanley before joining Stifel in 2019. Outside of her advisory role, Monaghan is a database specialist for technology solutions providers AMS.NET and MGT, where she transcribes data for record keeping. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and recommendations of third-party advisers. 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 inform asset allocation and financial planning analyses.

Charley Rich is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. Prior to joining Stifel, he held positions at JP Morgan Private Bank and US Financial Services. Rich also has a background in education, having worked at West Essex Middle and High Schools as well as George Washington University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies.

Douglas Bayer is a financial advisor at Stifel with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Lawrence Feldmesser is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Eric Dennett is a financial advisor with Stifel in Washington, DC, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Zachary Karr is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Washington, DC. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and various advisory solutions without automatic implementation or monitoring unless engaged by the client.

Robert Barcellona Jr. is a financial advisor at Stifel with 16 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and third-party adviser recommendations. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Brandon Feldman is a financial advisor with Stifel in Washington, DC, holding a Series 66 designation and 14 years of industry experience. He has been with Stifel since 2015. Outside of his advisory work, he serves as Co-President of the American Heart Association’s PULSE Committee, a young professionals volunteer group focused on fundraising. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Julia Heine is a Series 66-licensed financial advisor at Stifel with two years of industry experience. Her prior work includes roles at Manayunk Brewing Company and 2/13 Strategic Partners, among others. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Kelsey Feeley is a CFP®-certified financial advisor at Stifel with five years of industry experience. Before joining Stifel in 2020, she held roles at Merrill Lynch, Morgan Stanley, and Varonis. Feeley also worked at Washington Yu Ying Public Charter School and The Office of Senator Sheldon Whitehouse. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Justin Dennett is a financial advisor with Stifel in Washington, DC. He holds a Series 66 designation and has been with Stifel since 2026. Prior to his current role, he has worked in various positions including at Lesley University and several country clubs and fitness centers. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Robert Hobart is a financial advisor at Stifel with the Series 66 designation and two years of industry experience. Before joining Stifel, he held roles at Visions Treatment Centers, Stone Harbor Strategies, Kohl's, and Indiana University. Stifel serves a wide 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 analysis and allocation guidance.

Fay Brownlow is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, 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 that support client decision-making.