Amy Stender is a financial advisor at Stifel with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel since 2015. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lori Stephenson is a Series 66-licensed financial advisor with Stifel in Saint Clair, MI, and has 17 years of industry experience. She has been with Stifel Nicolaus & Co. since 2010. In addition to her advisory role, she is a commissioned notary. Stifel serves a diverse client base that includes individuals, institutional investors, and municipal entities, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and model allocations intended to assist client decision-making.

Robert Adams is a CFP®-certified financial advisor with 25 years of industry experience, currently with Stifel since 2020. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves on the Board of Trustees for the Redeemer Presbyterian Church Pre-K program in Evans, Georgia. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Geri Dvorak is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 12 years before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Susan Ramsey is a financial advisor at Stifel with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017. Her prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jerome Zitzmann is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel and Wells Fargo Clearing during his career, including an initial 18-year tenure at Stifel followed by seven years at Wells Fargo and a return to Stifel in 2023. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Scott Zelnick is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he is involved as a managing member in investment-related ventures, including MZ Capital LLC and JEMS Realty Holdings LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology from its Investment Strategy Group to provide asset allocation and planning analyses intended to assist client decision-making.

Ashlee Sargent is a financial advisor at Stifel with one year of industry experience. She previously worked at Morgan Stanley and ProVise Management Group. Prior to entering the financial industry, she was employed at Bearss Tavern & Tap. 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 incorporates proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Gina Accolla is a financial advisor at Stifel with 31 years of industry experience. She holds the Series 63 and Series 66 registrations and previously worked for First Empire Securities, Inc. for 25 years before joining Stifel in 2019. Outside of her advisory role, she owns and operates a promotional products distribution business. 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 analysis and probabilistic modeling developed by its Investment Strategy Group.

Michael Becker is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus & Co since 2009 and holds the Series 66 designation. Outside his advisory role, Becker co-founded the Steering Committee for the Bio Pharma Networking Group on LinkedIn, contributing approximately four hours per month without compensation. 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.

Kurt Schlemitz is a financial advisor with Stifel in Dublin, Ohio, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He has been with Stifel since 1998. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services based on a proprietary investment strategy developed by its Investment Strategy Group.

Richard Sims is a financial advisor at Stifel with 41 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2014, previously spending time at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a partner in a real estate development business. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Douglas Bowcock is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 35 years of industry experience. His prior work history includes roles at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He serves as a board member of the Kiwanis Club of Escondido/Hidden Valley. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutions, and charitable organizations, using a proprietary investment methodology developed by its Investment Strategy Group.

James Braun is a financial advisor with Stifel who holds a Series 66 designation and has 19 years of industry experience. He has been with Stifel, Nicolaus & Company since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Alan Login is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, 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, offering asset allocation and planning analyses that support client decision-making.

John Walsh is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Stifel, having joined in 2024 after working at Bank of America and Merrill Lynch for over a decade. Outside of his advisory role, he is the owner of Grid Iron Properties LLC. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services with an investment approach grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

James Willey is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Confluence Investment Management and Scottrade. 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 forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Thomas Udelson is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Renee Cramer is a financial advisor at Stifel with 27 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Stifel since 2009. In addition to her advisory role, she is a notary providing document notarization services for Stifel clients. Stifel serves a diverse client base including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Eric Richter is a financial advisor at Stifel with 30 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 and fundraiser for The Chemotherapy Foundation, a nonprofit focused on cancer research. 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 methodologies.