Bryce Barber is a financial advisor at Stifel with 7 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Stifel in 2024, he worked at Edward Jones for six years and has experience at The Boeing Company and the Puyallup School District. 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 is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Laura Netemeyer is a financial advisor with Stifel in Frontenac, MO, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She previously worked at Merrill from 2015 to 2020 before joining Stifel in 2020. Outside of advising, she serves as a notary public. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Luis Simal is a financial advisor at Stifel with 25 years of industry experience and holds the Series 66 credential. His prior roles include positions at Morgan Stanley Private Bank, Wells Fargo Clearing, and Merrill. 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.

Thomas Kelley is a CFP®-certified financial advisor with 40 years of industry experience, currently affiliated with Stifel since 2007. He serves on the finance committee of St. Michael’s Parish in Milwaukee, advising the pastor at quarterly meetings. Stifel provides a broad range of brokerage and investment advisory services to individual, institutional, and charitable clients, utilizing a proprietary investment methodology developed by its Investment Strategy Group.

Randall Anderson is a Series 63 licensed financial advisor with Stifel, based in Modesto, CA, and has 59 years of industry experience. He has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Anderson is involved in property management and commercial real estate as a partner and landlord outside of his advisory work. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Blakely Tepper is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2023, Tepper worked at Adams Outdoor Advertising and American Eagle Outfitters. Tepper serves on the Small Business Person of the Year Committee for the Greater Florence Chamber of Commerce. Stifel serves a broad range of clients, including individuals, institutions, 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 utilizes forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Brian Deeds is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Before joining Stifel in 2022, he worked for six years at BSI The Brewing Science Institute. He is also a Notary Public for the State of Colorado, providing notary services to Stifel clients at the branch. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodology developed by its Investment Strategy Group.

Charles Knox II is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously spent 12 years at Raymond James & Associates before joining Stifel in 2025. Knox serves as a trustee for the University of Georgia Foundation, participating in committees that oversee scholarships and trustee nominations, and is also a trustee of the Knox Foundation, a family charitable organization. Stifel serves a diverse client base including individual, institutional, and municipal clients, 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.

Alan Beatty is a CFP®-certified financial advisor with Stifel in Jefferson City, MO, bringing 11 years of industry experience. He has worked with Stifel Nicolaus & Co., Inc. since 2014. Outside of his advisory role, he is involved in managing rental properties. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Lucas Bruggeman is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously at City Securities Corporation from 2014 to 2016. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jerry Browning Jr. is a financial advisor at Stifel with 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves as a member of the City of Portland Texas Planning & Zoning Commission. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Bradley Miller is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2000. Outside of his advisory role, he manages the bookkeeping and farmland operations for his family’s farming partnership and serves as head of the service committee for Impact Rotary of Columbia. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Sam Fix is a financial advisor at Stifel in Chicago, holding a Series 66 designation and beginning his industry experience in 2024. Prior to joining Stifel, he worked at Renaissance Financial and Enterprise Bank and Trust, and he has additional experience in healthcare and education sectors, including roles at Indiana University and Texas A&M University. He also operated a lawncare business from 2019 to 2020. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis from its Investment Strategy Group. The firm’s approach includes episodic fee-based financial planning and model-driven allocation guidance intended to inform client decisions.

Sissy Levy is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she serves in multiple leadership positions including president, vice president, treasurer, and secretary of the Oceanview Owners Association in Tybee Island, GA. Stifel serves a broad client base 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 to support client decisions.

Thomas Fluent is a financial advisor at Stifel with 31 years of industry experience. He has previously worked at BB&T Securities, SunTrust Advisory Services, and SunTrust Investment Services. Fluent holds Series 63 and Series 65 registrations. 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 asset allocation and planning analyses.

Geoffrey Gilbert is a financial advisor with Stifel, holding a Series 63 designation and over 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He serves on the boards of a volunteer services committee supporting handicapped residents and a medical missions charity. 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.

Jeremiah Evarts is a financial advisor at Stifel with 39 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2009. He holds Series 63 and Series 65 credentials. 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 utilizes proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Cheston Malone is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Stifel since 2023. His prior experience includes roles at Fidelity Investments and Morgan Stanley, as well as non-financial positions in hospitality and education. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling to provide analyses that support client decision-making.

Patrick David is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory work, he serves as a board member for Smile A Mile, an organization supporting children with cancer and their families. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services backed by proprietary investment analysis and probabilistic modeling from its Investment Strategy Group.

Norman Loewenstern is a financial advisor at Stifel with 56 years of industry experience. He holds a Series 63 designation and has worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management prior to joining Stifel in 2025. Outside of his advisory work, he manages a retail shopping center in Houston, Texas. 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 to support asset allocation and planning analyses.