James Dickman is a CFP® credentialed financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves on the finance committee of Grace Community Church in Charlottesville, VA. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lyndsey Handschiegel is a financial advisor at Stifel with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2015, following two years at Barclays Capital Inc. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Eric Davidge is a CFP®-certified financial advisor with 34 years of industry experience, currently with Stifel since 2009. Based in Baxter, MN, he serves clients through one of the larger institutional firms in the industry. Outside of his advisory role, Davidge is involved in several community organizations, including board positions with the Brainard Sports Boosters and the Brainerd Amateur Sports Foundation, as well as serving as Treasurer for the Lord of Life Lutheran Church. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

William Vitagliano is a financial advisor at Stifel with five years of industry experience. He holds Series 63, 65, and 66 designations. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and First Bank and Trust. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology.

Brenda Stone is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following five years at Cetera Advisors LLC. Outside of her advisory role, she is a partner in a family farming business. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, 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.

Anne Billings is a financial advisor at Stifel with 32 years of industry experience. She holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following a decade at JJB Hilliard WL Lyons LLC. 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 based on a proprietary methodology from its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Danielle Narike is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation and has been with Stifel Financial Corp since 2016. Prior to her current role, she was associated with Sign of the Arrow for eight years. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning tools intended to support client decision-making.

Jeffrey Kramer is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2016. 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 incorporates a proprietary methodology by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Ryan Kennedy is a financial advisor at Stifel with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, National Association for six years before joining Stifel in 2021. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and other services intended to support client decision-making, with clients generally retaining discretion over implementation.

Hayden Winter is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Arthur J. Gallagher and has an academic background from Cornell University. 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.

Timothy Noa is a Series 66-licensed financial advisor at Stifel with two years of industry experience. Before joining Stifel in 2024, he held roles at Patrick Accounting and Whirks and The Collective Blueprint. 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 asset allocation methodologies.

Jason Lefler is a financial advisor with Stifel in Brevard, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. 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.

Shawn Sabau is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for eight years. Outside of his advisory role, he is involved in local nonprofit work, serving on the boards of the Starck and Van Til Employee Sponsored Assistance Plan and the Starck and Van Til Charitable Foundation, and he owns a mobile automotive detailing business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Samuel Russell is a financial advisor at Stifel with 44 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co. Inc. for 15 years. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Daniel Hall is a financial advisor at Stifel with 26 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Hall serves on the boards of Legacy Christian Academy and The Foundation of Southeast Texas, participating in educational oversight and nonprofit investment committee activities. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm employs a proprietary methodology developed by its Investment Strategy Group to deliver asset allocation and financial planning analyses.

Francine Foerst is a financial advisor at Stifel with 36 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co Inc since 2010. 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 based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Kathy Daly is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for City Securities Corporation for 13 years before joining Stifel in 2017. 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 proprietary methodologies developed by its Investment Strategy Group, which utilizes forward-looking market assumptions and probabilistic modeling for asset allocation and planning analyses.

Cody Larson is a Series 66-licensed financial advisor with Stifel, based in Rochester, MN, and has one year of industry experience. Prior to joining Stifel, he worked at Ecolab and has experience in landscaping businesses. 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 proprietary analysis and allocation guidance developed by its Investment Strategy Group.

Graham Curchin is a financial advisor with Stifel in Chicago, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he serves as a Vestry Member and Treasurer at St. Augustine's Episcopal Church and is a Trustee for The Diocesan Foundation. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Christopher Green is a financial advisor at Stifel in Dallas, TX, holding a Series 66 designation with 29 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2009 to 2025 before joining Stifel in 2025. 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 supported by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to assist in asset allocation and financial planning.