Westlake Village, CA Townsgate Road Office

Stephanie Morris is a financial advisor at Stifel with 33 years of industry experience. She previously worked at Morgan Stanley for eight years before joining Stifel in 2023. She holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, 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 financial planning analyses.

Thomas Eisenstadt is a financial advisor with Stifel Nicolaus & Co Inc, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with Stifel since 2011. Outside his advisory role, he serves as chairman and president of the Ventura County Chapter of the California Rifle and Pistol Association, a nonprofit organization focused on constitutional advocacy, and is a board member of the Woodland Hills Tax and Estate Planning Council. Stifel serves a diverse client base including individuals across wealth levels, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is grounded in proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Evan Dienstag is a Series 66-licensed financial advisor with Stifel, where he has worked for the past 10 years. He has 27 years of industry experience. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dylan Cohen is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at SAC from 2022 to 2024. Prior to entering the financial industry, he spent ten years in full-time education and had roles at several schools including Laurel Springs School, Taft High School, and Sierra Canyon School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services that incorporate proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Dayana Merchan Vega is a financial advisor at Stifel with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and J.P. Morgan Securities. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Alan Plotkin is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds a Series 63 designation. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

Jacob Biscoe is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. He completed his education at San Diego State University and has worked in various educational roles prior to joining Stifel. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients in their financial decision-making.

Bruce Edelsohn is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic financial planning and a range of investment solutions, emphasizing capital market assumptions and probabilistic modeling.

James Sevilla is a financial advisor at Stifel with 28 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Timothy Walsh is a financial advisor with Stifel in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which provides forward-looking analyses used to guide client decisions.

Tamie Austin is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2012. Outside of her advisory role, she owns a rental property managed independently. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.