Jason Becker is a financial advisor at Stifel with 28 years of industry experience. He has been with Stifel since 1997 and holds Series 63 and Series 65 credentials. Becker also serves as a trustee for a non-family trust. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional clients, and charitable organizations. The firm’s investment approach relies 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.

Larry Goad is a financial advisor with Stifel in Tulsa, Oklahoma, holding a Series 63 license and 48 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.

Corey Merritt is a financial advisor at Stifel in Evansville, IN, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and has previously worked in various roles including at Bilstein Cold Rolled Steel LP and in the car wash industry. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

James Weimer is a financial advisor at Stifel with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at The Ayco Company LP, Pegula Sports and Entertainment, Siena College, and Amherst Insurance. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Anthony Russo is a CFP®-designated financial advisor with Stifel, based in Oxnard, CA, and has 35 years of industry experience. He has been with Stifel Nicolaus since 2008. Outside of his advisory role, he serves as president of Referrals Unlimited, a networking group, and is a board member of the Island Forest Homeowners Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services informed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sherri Parr is a financial advisor at Stifel with 20 years of industry experience. She holds a Series 63 designation and has been with Stifel Nicolaus & Co. since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies that support asset allocation and planning analyses, with clients maintaining discretion over implementation.

Donny Vogler is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America. Outside of his advisory role, Vogler owns and operates a family ranch in Abilene, Texas. Stifel serves a broad range of clients including individuals, institutional investors, and nonprofit 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 as a foundation for client decision-making.

Susan Mccourt is a financial advisor at Stifel with 31 years of industry experience. She holds a Series 63 designation and has been with Stifel since 2012. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Stifel utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Harry Childers III is a financial advisor at Stifel with 59 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Kurt Gilge is a financial advisor with Stifel in Portland, OR, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2009. Outside of his advisory role, he owns a numismatics business specializing in buying, selling, and appraising coins. 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 is based on proprietary methodologies utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

David Motsonelidze is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He is a member of the Harvard Business Review Advisory Council, contributing to leadership content for the publication. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Benjamin Hanna is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel in 2024, he worked at Revvity (formerly PerkinElmer, Inc.) from 2016 to 2024 and was affiliated with The University of Akron between 2013 and 2018. He serves on the advisory board of the Akron YMCA, where he participates in monthly meetings and helps organize fundraising events. 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Matthew Wegehaupt is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2022, following a nine-year tenure with Cetera Advisor Networks. Stifel serves a diverse client base including individuals, institutional clients, 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 uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Ilene Kernozek is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2019, she worked at Gundersen Medical Foundation and Trust Point Inc. 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 provide asset allocation and planning analyses.

Jon Randall is a financial advisor at Stifel with 20 years of industry experience. He has held positions at Stifel since 2017 and previously worked at Morgan Stanley Private Bank. Randall serves on the development committee of Detroit Cristo Rey School and participates in fundraising and advisory roles for several community organizations, including the Detroit Athletic Club and the Al Fracassa Legacy Foundation. 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 modeling from its Investment Strategy Group.

Jacob Fleming is a financial advisor at Stifel in Columbia, MO, holding a Series 66 designation with one year of industry experience. Before joining Stifel in 2022, he worked at William Woods University for five years and Hickman High School for four years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both 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.

Edward Wilder is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Gary Whinery is a financial advisor with Stifel in Boise, Idaho, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is also commissioned as a notary. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and fee-based investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling.

Todd Godin is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 22 years before joining Stifel in 2022. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Jennifer Santaniello is a financial advisor with Stifel in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent nine years at Bank of America, N.A. Stifel serves a broad 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 capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.