William Kass is a financial advisor with Stifel, holding a Series 63 license and bringing 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory work, he owns an LLC established for personal recreational boating purposes, which is not used for business or income. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology through its Investment Strategy Group to provide analysis and asset allocation guidance for client decision-making.

James Inman is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2022. Prior to joining Stifel, he held roles at Prairie State Generating Company, Kennedy Wealth Group Management, and several other organizations. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and public entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Bradford Jackson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc. since 2019, following roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in freelance activities including angling, writing, speaking, and photography. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Karen Schraff is a financial advisor at Stifel with 41 years of industry experience. She has been with Stifel since 2009 and holds Series 63 and Series 65 credentials. Outside of her advisory work, she is co-owner of Oak Spring Winery in Altoona, Pennsylvania, though she has no day-to-day responsibilities there. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and allows clients discretion over implementation and monitoring.

Steven Nowland is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney before joining Stifel Nicolaus & Co. Inc. in 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Sandra Arce is a financial advisor at Stifel with 20 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney for 15 years before joining Stifel in 2024. 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 methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Richard Macdonald is a financial advisor at Stifel with 25 years of industry experience. He has held his current role at Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a diverse clientele including individuals, institutional clients, and municipal entities, 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 that support client decision-making.

Julie Tener is a financial advisor at Stifel in Atlanta, GA, with 19 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2022. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. 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 guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Richard Bonnette is a financial advisor at Stifel with 40 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2020, he worked at Bank of America for nine years. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses as a basis for client decisions.

Karl Slivon is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Wells Fargo Securities, LLC, Coker & Palmer, and Norman Liquidity. 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 methods developed by its Investment Strategy Group.

Thomas Mason is a financial advisor at Stifel with 28 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology.

Devan Mc Ewen is a financial advisor at Stifel in Overland Park, KS, holding Series 65 and Series 66 licenses. Mc Ewen has been with Stifel since 2023, with previous experience at CGN Advisors and a background that includes time as a student and work at Berry College Elementary and Middle School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology from its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Adam Silvers is a financial advisor at Stifel in Charlottesville, VA, holding a Series 66 designation with 13 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services with an emphasis on fee-based financial planning. The firm's investment approach is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Tawnee Hosick Evers is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Stifel Nicolaus & Co. since 2010. Outside of her advisory work, she serves as a board member of the Point San Luis Lighthouse, helping to restore and maintain the historic site. 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 methods developed by its Investment Strategy Group.

Leadale Mccutcheon is a CFP® professional with 33 years of industry experience, currently serving at Stifel Nicolaus & Co., Inc. since 2000. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a small construction business focused on building rehabilitation. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, 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 financial planning.

James Leonard is a financial advisor at Stifel with 52 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory role, Leonard serves on the Board of Trustees Property Maintenance at Covenant Presbyterian Church in Omaha, NE. Stifel serves a broad 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, providing asset allocation and planning analyses intended to support client decision-making.

Scott Mues is a financial advisor with Stifel in St. Louis, Missouri, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Scottrade from 2006 to 2018. Stifel serves a diverse client base including individuals, institutional clients, and organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance to support client decision-making.

Donna Billings is a financial advisor with Stifel in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Stifel since 2009. 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 asset allocation methodology developed by its Investment Strategy Group.

John Vernon is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation 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 brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Hunter Doyle is a financial advisor with Stifel in Bowling Green, KY, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Stifel serves a diverse client base, including individual and institutional investors, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.