Tony Witty is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Witty serves on multiple local nonprofit boards, including as chairman of the Salvation Army Bowling Green Advisory Board and director roles with Commonwealth Health Corp and its associated foundations. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Brett Jenne is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently an advisor at Stifel, where he has worked since 2022, following eight years at Bank of America. Brett is based in Lake Forest, Illinois. 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 to support asset allocation and financial planning decisions.

Kristina Gretzschel is a CFP® professional with 22 years of industry experience. She is currently with Stifel Nicolaus & Co Inc, where she has worked since 2021. Her prior experience includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, emphasizing forward-looking market assumptions and probabilistic modeling.

Thomas Biesemeyer is a financial advisor at Stifel in New York, NY, holding Series 63 and Series 65 licenses. He joined Stifel in 2025 after a brief tenure at Moelis and has prior experience in education and sports management, including a role at Northwood School. Outside of his advisory work, Biesemeyer is involved in several ski-related activities, including directing a college recruiting camp for high school skiers and serving on the finance committee and board of the World Cup Dreams Foundation, which supports snowsports athletes. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Dennis Hottel is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decisions.

Timothy Hodits is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 credential and has worked previously at Wells Fargo Clearing and Edward Jones. 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.

Zachary Hueter is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His prior work includes roles at Nolan Transportation Group, Sportsman's Warehouse, and multiple academic positions at Davenport University, Michigan State University, and Northwood University. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Paul Ayd is a financial advisor with Stifel in Long Beach, CA, holding a Series 66 designation and 28 years of industry experience. He has worked at Stifel since 2005 and was previously affiliated with FSI Capital Holdings from 2015 to 2024. He serves as a trustee for non-family trusts. Stifel serves a broad 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.

Craig Barrow III is a Series 63-credentialed financial advisor with STIFEL, where he has worked since 2015. He has 60 years of industry experience. Outside of his advisory role, he manages a tree farm through Barrow Farm & Timber LLC and serves as chairman of the Wormsloe Institute of Environmental History, overseeing education and research funding activities. STIFEL serves a diverse client base 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.

Angelo Capetola Jr. is a financial advisor at Stifel with 29 years of industry experience. He has held his current role at Stifel Nicolaus & Co. Inc. since 2009. He holds the Series 63 and Series 65 credentials. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Paul Skarie is a financial advisor at Stifel in La Crosse, WI, with one year of industry experience. Before joining Stifel in 2025, he worked at S&S Cycle, Inc. for three years and spent 14 years at Harley-Davidson Motor Company. He also operates a consulting business focused on the motorcycle industry. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kenneth Williams is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. 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 includes proprietary asset allocation and planning models developed by its Investment Strategy Group, providing guidance intended as a basis for client decisions.

Jason Jungberg is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 that supports asset allocation and planning analyses, with clients maintaining discretion over implementation.

Joseph Lord III is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following a two-year tenure at Raymond James & Associates. 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.

Gary Moss is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2002. 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.

Robert Zahn is a financial advisor with Stifel in Quincy, IL, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Stephanie Rolfe is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 63 credential and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 11 years before joining Stifel in 2026. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing 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 market assumptions and probabilistic modeling to guide asset allocation and financial planning.

George Harrison IV is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert Baird & Co. from 2014 to 2019 before joining Stifel in 2019. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Christian Thomas is a CFP® and holds a Series 66 license, with six years of industry experience. He has worked at Stifel, Nicolaus & Company, Incorporated since 2020 and previously was employed at Nestle Purina Petcare Company from 2016 to 2020. Stifel serves a wide 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 support financial planning and asset allocation decisions.

Carolyn Ives is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and previously worked at Thornburg Securities Corp and The Trust for Public Land. 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 uses a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.