Jeffrey Scheper is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Stifel. He previously worked at Morgan Stanley Private Bank, N.A. for four years before joining Stifel in 2019. He serves on the board of directors of the Anderson Area Chamber of Commerce, supporting economic growth initiatives in Anderson Township, Ohio. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Julie Lerch is a financial advisor with Stifel in Altoona, PA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. She has been with Stifel since 2009. Stifel serves a broad range of clients, 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.

Elizabeth Ness is a financial advisor with Stifel in Eugene, Oregon, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2009. Ness serves as president of the Eugene Rotary Scholarship Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market analysis and asset allocation guidance.

Matthew Ryan is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Prior to his financial services career, he spent several years in education at Martin Saints Classical High School and Ville de Marie Academy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kenneth Catlett Jr. is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at STIFEL since 2022 and previously spent 18 years with UBS Financial Services. Outside of his advisory role, he serves on the boards of OWO, Inc., supporting education and vocational training in Kenya, the Seapath Yacht Club, and the Wrightsville Beach Foundation, which focuses on local health and wellness initiatives. STIFEL serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services grounded in proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

William Ames is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Haymac Investments LLC for eight years before joining Stifel in 2020. 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 methodology developed by its Investment Strategy Group.

Jeffrey Levine is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Reynolds Whatley is a financial advisor at Stifel with 47 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Roxanne Mcelroy is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at UBS Financial Services Inc. 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 guide asset allocation and financial planning, providing clients with tailored analyses to support their investment decisions.

David Manning is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Manning has been with Stifel Nicolaus & Co Inc since 2018. Stifel serves a wide 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 support asset allocation and planning analyses.

Max Cameau is a financial advisor at Stifel with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Stifel in 2021, he worked at Bank of America for 12 years. Outside of his advisory role, he is the founder and speaker of Behind the Label, a wine education venture, and serves as the Alumni Chapter Chair for the New York Institute of Technology in Houston. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Christopher Patterson is a financial advisor with Stifel, holding the CFP® designation and Series 63 and 65 licenses, and has 29 years of industry experience. He has worked at several major firms including Morgan Stanley, UBS Financial Services, and Wells Fargo Clearing before joining Stifel in 2019. 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 asset allocation methodologies developed by its Investment Strategy Group.

Esther Bullard is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Stifel with 12 years of industry experience. She previously worked at Bank of America, N.A. for six years before joining Stifel Nicolaus & Co Inc. She is based in Yardley, PA. 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 that incorporates forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation.

Abigail Spears is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Merrill Lynch. Outside of her advisory role, she serves on the board of BookMarks of the Marion Public Library, where she participates in fundraising and event planning. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Martha Jones is a financial advisor at Stifel with 24 years of industry experience. She has been with Stifel since 2009 and holds a Series 66 designation. Outside of her advisory role, she spends time writing fiction. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Jeff Schimmelpfennig is a financial advisor with Stifel who holds a Series 66 designation and has 18 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent three years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, Schimmelpfennig serves as Commissioner for the Chicagoland Collegiate Athletic Conference. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

David Drozdowicz is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Outside of his advisory role, he serves on the finance committee of Saint Theres Church in Milwaukee. 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.

Philip Macdonald is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017. Prior to that, he was employed by Bank of America and Merrill from 2013 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of financial planning and asset allocation services that support client decision-making.

Adam Frankfort is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for seven years before joining Stifel Nicolaus in 2023. Stifel serves a diverse client base—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Jonas Bieliauskas is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for seven years before joining Stifel in 2023. Bieliauskas serves on the Finance Committee and Board of Trustees for Cancer Support Community Montana, a nonprofit organization providing support to individuals affected by cancer. Stifel serves a broad range of clients, 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 guide asset allocation and financial planning.