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Vickie M

CFP®, Series 63, Series 66

Decatur, IL

STIFEL

Vickie Miller is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Stifel in Decatur, IL. She has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base, including individuals, institutions, 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.

General retirement planning Income planning
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Josh P

Series 65

New York, NY

STIFEL

Josh Pearlman is a financial advisor at Stifel with a Series 65 designation and three years of industry experience. He previously worked at Brookfield Management Group, LLC before joining Stifel. Stifel serves a broad range of clients including individuals, institutional clients, and nonprofit entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Robert L

Series 66

Valdosta, GA

STIFEL

Robert Langdale is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. Outside of his advisory role, he is the CEO of Grand Bay Company, a land management business. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Dominick M

CFP®, Series 63, Series 65

New York, NY

STIFEL

Dominick Minicucci Jr. is a CFP® professional with 33 years of industry experience, currently serving at Stifel since 2022. He previously worked at UBS for 14 years and has been involved with the U.S. Gymnastics Federation since 1988. He holds leadership roles outside finance, including serving on the board of the Owls Gymnastics Fund and as the US Olympics and Paralympians Association Chapter President for New York, New Jersey, and Connecticut. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment strategy and probabilistic modeling.

General retirement planning Income planning
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Christopher L

CFP®, Series 66

Savannah, GA

STIFEL

Christopher Lane is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He is a member of the University of Georgia Family and Consumer Sciences Alumni Advisory Board and has authored a children's picture book inspired by his son. 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.

General retirement planning Income planning
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Anthony S

CFA®, Series 63, Series 66

St. Louis, MO

STIFEL

Anthony Sausville Jr. is a CFA® charterholder and financial advisor with seven years of industry experience. He has worked at Stifel Nicolaus since 2019 and previously spent 12 years at US Bancorp. He is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

General retirement planning Income planning
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Paul M

Series 63, Series 65

Conshohocken, PA

STIFEL

Paul Maccrory is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for a non-family trust. 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.

General retirement planning Income planning
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Christopher G

Series 66

Fort Worth, TX

STIFEL

Christopher Gardner is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2015. Gardner serves on the GCISD School Health Advisory Council, acting as a liaison between the community and the school district to align health education programs with local values. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

General retirement planning Income planning
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Jeffrey C

CFP®, Series 66

St. Louis, MO

STIFEL

Jeffrey Crader is a financial advisor with STIFEL in St. Louis, MO, holding CFP® and Series 66 designations and having 20 years of industry experience. He previously worked at Edward Jones for nine years and held roles at W&S Brokerage Services and Western & Southern Life. STIFEL serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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Elliott K

Series 63, Series 65

Mequon, WI

STIFEL

Elliott Katz is a financial advisor with Stifel in Mequon, WI, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Stifel since 1977. 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.

General retirement planning Income planning
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Andrew H

Series 66

New York, NY

STIFEL

Andrew Hutsell is a financial advisor at Stifel with 14 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015. Outside of his advisory role, he is the owner of Hut Brothers LLC, a private investment firm. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to support client decision-making.

General retirement planning Income planning
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David P

Series 63, Series 65

Tampa, FL

STIFEL

David Parker is a financial advisor based in Tampa, FL, affiliated with Stifel. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Stifel in 2019, he worked at UBS Financial Services from 2008 to 2019. Outside of advising, he co-owns pasture land in Oklahoma that he leases for cattle grazing. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Joseph L

CFP®, Series 66

Crown Point, IN

STIFEL

Joseph Lauer is a CFP® with four years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to joining Stifel, he spent 18 years at The Northern Trust. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

General retirement planning Income planning
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Patrick D

Series 66

Newport Beach, CA

STIFEL

Patrick Dyas is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has worked at Stifel since 2018 and previously spent one year at Albertsons Companies. Outside of his advisory role, Dyas is active in several community organizations, including serving as president-elect of the Rotary Club of Newport Coast and holding leadership positions with the Orange Plaza Rotary Club, Greater Irvine Chamber of Commerce, and Business Networking International. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both fee-based financial planning and episodic advisory services, with clients retaining discretion over implementation.

General retirement planning Income planning
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James S

Series 63, Series 65

Grosse Pointe, MI

STIFEL

James Standish is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, CitiGroup Global Markets, and Merrill before joining Stifel in 2020. 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.

General retirement planning Income planning
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Mary C

CFP®, Series 63

Redlands, CA

STIFEL

Mary Carruthers is a CFP®-designated financial advisor with 42 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2009. Outside of her advisory role, she serves as president of H.M. Bradley Properties, LLC, where she manages mineral interests and related administrative responsibilities. 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.

General retirement planning Income planning
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David T

Series 63, Series 65

Port Huron, MI

STIFEL

David Thomas is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

General retirement planning Income planning
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Brett F

Series 63, Series 65

O'Fallon, IL

STIFEL

Brett Faulk is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2005. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Robert R

Series 66

Greensburg, PA

STIFEL

Robert Roskosh is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Kristian Q

CFP®, Series 63, Series 66

St. Louis, MO

STIFEL

Kristian Quigless is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Stifel in St. Louis, MO. Prior to joining Stifel in 2024, he worked at Charles Schwab & Co., Inc. and has also held positions outside the financial industry, including roles at Whole Foods Market and educational institutions. 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 allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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