Jeffrey Anderson is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2012. Anderson serves on the University of Tennessee Washington County Alumni Chapter Board, the East Tennessee State University College of Business and Technology Dean's Executive Council, and the advisory board of the Southern Appalachian Ronald McDonald House Charities. 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.

Wade Ballard V is a financial advisor at Stifel with 10 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously at Bank of America, N.A. from 2015 to 2020. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing 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.

Jane Reede is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Stifel since 2009. Her prior experience includes roles at UBS Financial Services and Piper Jaffray Inc. 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 analysis developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling.

Andrew Torgerson is a financial advisor at Stifel with 31 years of industry experience. He has held Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a wide 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, providing asset allocation and planning analyses intended to support client decision-making.

Jeremy Lucas is a financial advisor at Stifel with 17 years of industry experience. He has held positions at Stifel since 2019 and previously worked at First Empire Securities, Inc. for 11 years. He holds a Series 66 designation. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering 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.

Robert Hazelton is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Titan Investors LLC and Stifel Financial Corp. Prior to his financial career, he was employed at Hobart and William Smith Colleges and Chaminade High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Richard Ward is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Stifel since 2012. His professional affiliations include memberships and board roles with several nonprofit organizations focused on philanthropy and community engagement, such as Advisors in Philanthropy Orange County Chapter and OneOC. He is also the author of the self-published book *Redefining Retirement* and is involved in organizing educational events that promote community involvement. Stifel serves a diverse client base including individual, institutional, and charitable clients, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides a range of fee-based financial planning and asset allocation services tailored to client needs.

Randall Otto is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also active as a speaker through Winston Churchill LLC. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Peter Goudy is a financial advisor at Stifel with five years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Ameriprise Financial, Nationwide Financial, and Foresters Financial. Outside of his advisory role, he serves as a soccer referee for youth organizations in the San Francisco Bay Area. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both 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 to guide asset allocation and financial planning.

Gwendolyn Pooley is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2016. Outside of her advisory role, she works part-time in the clothing department at Costco. 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.

Richard Reynolds is a financial advisor with Stifel in Reno, NV, holding a Series 63 designation and 36 years of industry experience. He has been with Stifel Nicolaus since 2013. Reynolds serves on the Advisory Board and Investment Committee of the Community Foundation of Northern Nevada and is a board member of The Susanne and Gloria Young Foundation, assisting with evaluation of grant requests. 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 analysis methodology developed by its Investment Strategy Group.

Richard Cohen is a CFP® with four years of industry experience, currently affiliated with Stifel in St. Louis, MO. He has worked at Stifel since 2020 and was previously employed at PNC Bank for 13 years. Cohen also serves as a trustee and executor for non-family trusts and estates. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Petri is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 1993. Outside of his advisory role, he is the owner of M2P Capital Ventures, LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Michael Poponyak is a financial advisor with Stifel in Carlsbad, CA, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Adamkiewicz is a Series 66-credentialed financial advisor at Stifel with 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent six years with Morgan Stanley Private Bank, N.A. in Hot Springs, Arkansas. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Mayer is a CFA® charterholder with 20 years of industry experience. He is a financial advisor at Stifel, where he has worked since 2018, following a decade at J.J.B. Hilliard, W.L. Lyons, LLC. Mayer serves on the investment committee of Christian Brothers High School, helping to oversee the school’s endowment. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Emily Cuba is a CFP®-certified financial advisor with 14 years of industry experience. She has worked at Stifel since 2023, with prior roles at Bank of America and Merrill Lynch from 2008 to 2023. 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 asset allocation methodologies developed by its Investment Strategy Group.

Michael Dal Pozzo is a financial advisor at Stifel in St. Louis, MO, with 16 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Carter Rusch is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has previously worked at Boeing and several other companies in various roles. Outside of his advisory work, he serves as a volunteer chapter advisor for the Pi Kappa Phi Fraternity’s Alpha Delta Chapter. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering guidance that clients use as a basis for their own investment decisions.

Tarah Thompson is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2024, she worked at Whirlpool Corporation for seven years and studied at Michigan State University. Outside of finance, she teaches group fitness classes at Life Time Fitness. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis from its Investment Strategy Group.