Margaret Greer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

John Frailey is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. 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.

Jon Ellefson is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services from 2006 to 2009. Outside of his advisory role, Ellefson serves as Vice President of the Landings Condo Association board and holds a voluntary leadership position as a district representative for Al-Anon Family Groups. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.

Jessica Voss is a financial advisor at Stifel with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and TD Ameritrade. 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 capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Abigail Adams is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously held positions at Stifel and the University of Arkansas at Fayetteville. Abigail is also a commissioned Notary Public in the State of Arkansas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology.

Lisa Hartung is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc since 2016. Outside of her advisory role, she serves on the UC Santa Barbara Advisory Board to the Economics Department and volunteers with the UC Santa Barbara Advancement Council of Orange County, focusing on student mentorship and fundraising initiatives. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

William Tienken is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co., Inc. since 2005. Outside of his advisory role, he serves as a board member and treasurer for the Masonic Family Health Foundation at the Illinois Masonic Medical Center and is involved in local politics as a Republican committeeman in Downers Grove, Illinois. 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 analysis and probabilistic modeling developed by its Investment Strategy Group.

Kathryn Motchan is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2016 to 2022. Outside of her advisory role, she serves as a board member for Union Preschool in St. Louis, where she reviews budgets and operating expenses. 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 proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Timothy O'Connell is a financial advisor at Stifel with 30 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2009 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 supported by a proprietary methodology developed by its Investment Strategy Group.

William Krueger Jr. is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2016. Prior to that, he was employed at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Decatur, IL. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to support client asset allocation and financial planning decisions.

Michael Dubosky is a financial advisor with Stifel in Greensburg, PA, holding a Series 66 designation and two years of industry experience. He has been with Stifel Nicolaus since 2018 following four years at The Stereoshop. Outside of his advisory role, Dubosky owns a woodworking business, MVDWoodcraft, and serves as a trustee for the Westmoreland Fayette Council Boy Scouts of America Endowment and as a community board member for The Top Dog Therapy Team, a therapy dog organization. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering 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.

Arthur Gorman Jr. is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Merrill and Wells Fargo Clearing. He serves on the Board of Directors for both the Marine Corps University Foundation and the Marine Corps Law Enforcement Foundation, organizations focused on education and support for military officers and families. Stifel serves a broad range of clients, 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 inform asset allocation and planning, with services that span fee-based financial planning to third-party advisor recommendations.

George Thiergartner is a financial advisor at Stifel with 42 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Moors & Cabot. He holds Series 63 and Series 66 licenses. Stifel serves a broad spectrum of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Patton is a CFP® and CFA® affiliated with Stifel in Pensacola, FL, with 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he serves as Treasurer for the Rotary Club of Pensacola - Five Flags. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering 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.

Oliver Jones is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2020, he worked at Regions Bank and has prior experience in law enforcement and public safety, currently serving as a 911 dispatcher for the St. Clair County Sheriff Department. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Shinkle is a financial advisor at Stifel with Series 63 and Series 65 credentials and 45 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he serves in leadership positions on several community organizations, including as Treasurer of Family House of West Georgia, Vice President of the Fred Haskins Commission, and President of the 1909 Preservation Society. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which informs asset allocation and financial planning analyses.

Shonna Parker is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2022. Prior to her current role, she was involved in pet care services through a part-time dog walking business in Sarasota, FL. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Kerry Lapp is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus since 2008. Stifel serves a wide range of clients, from individuals—including high net worth and non-HNW clients—to institutional entities such as pension plans and charitable organizations. The firm offers both brokerage and investment advisory services, supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Stephen Sosangelis is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stifel, Nicolaus & Company, Incorporated since 2019, following three years at Wells Fargo Clearing. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering planning and allocation guidance that supports client decision-making.

Paul Novelly II is a financial advisor at Stifel with 34 years of experience. He holds Series 63 and Series 65 licenses and has worked primarily within Stifel-affiliated firms since 2005. Outside of his advisory role, he serves as a director and officer for several family-owned and private investment entities, and is a director of the Apex Oil Charitable Foundation. Stifel serves a broad range 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.