Robert Steinman is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 20 years before joining Stifel in 2020. Outside of his advisory work, he serves as President of the Colonial Village Community Association, overseeing social, legislative, and communication functions within the community. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

William Hicks Jr. is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Hicks serves as president of Beta Delta House Corporation, overseeing the management of a fraternity house, and is involved in community organizations including Habitat for Humanity of Hall County and the Beyond Dementia Coalition, Inc. 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 to provide analysis and asset allocation guidance.

Cameron Williams is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds Series 63 and Series 65 licenses and is based in Glenwood Springs, Colorado. Outside of finance, he is a partner in a cooperative art gallery, Gallery 809 DBA Cooper Corner Gallery, in Glenwood Springs. Stifel serves a wide 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.

Thelma Temple is a Series 66-credentialed financial advisor with two years of industry experience, currently with Stifel in Denver, CO since 2024. Her prior experience includes roles at Northwestern Mutual Investment Services and RBC Wealth Management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

William Mason is a financial advisor with Stifel in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes roles at Merrill for 19 years and International Advisory Consultants Inc. for 6 years before joining Stifel in 2015. Mason is active in several community organizations, including serving as Vice President of the Iris Club, a New Orleans Mardi Gras krewe, and holding leadership roles in local historical preservation and alumni associations. He is also a board member of Northshore Radio, a nonprofit community broadcaster in the New Orleans area. 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. The firm provides a range of financial planning and asset allocation analyses, emphasizing client discretion in implementation.

Alicia Smith is a Series 66-credentialed financial advisor with 21 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2009, based in Indianapolis, IN. 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 relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

James Odorczuk is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following five years at Jefferies LLC. 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 developed by its Investment Strategy Group.

Lance Whitworth is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Bank of America. Outside of advising, he participates in the Host Committee for the Folds of Honor Gala, assisting with event attendance. 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 investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Janeen Gregory is a financial advisor at Stifel with 20 years of experience at the firm and a Series 66 designation. She is based in Nashville, TN, and has served as a substitute organist for Redeemer Lutheran Church since 1985. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gissette Cruz is a financial advisor at Stifel with 15 years of industry experience and holds a Series 66 designation. She previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jerome Gendron is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2001. Outside of his advisory work, he operates a business refurbishing and selling musical instruments. Stifel serves a broad range of clients including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Christopher Bybee is a CFP®-certified financial advisor with 28 years of industry experience, currently with Stifel Nicolaus & Co Inc since 2010. He is based in Wichita Falls, TX. Outside of his advisory role, he assists with administrative tasks for family-owned investment property entities. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment strategy methodology to provide capital market analysis and asset allocation guidance.

Christopher Guest is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Before joining Stifel, he worked at Stratos Wealth Partners, Ltd. and LPL Financial LLC. His prior roles include positions in various industries, including technical manufacturing and education. Stifel serves a diverse client base that includes individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Jason Scoggins is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following a 13-year tenure at UBS Financial Services Inc. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning guidance based on forward-looking capital market assumptions.

James Haro Ruiz is a financial advisor at Stifel with one year of industry experience. He has previously worked at JPMorgan Chase, Principal Financial Group, and founded Clever Buyback LLC, a business that buys and sells electronics. Stifel serves a wide range of clients 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.

Joseph Muscatello is a financial advisor at Stifel with 34 years of industry experience. He holds a Series 63 designation and previously worked at Boenning & Scattergood for 14 years before joining Stifel in 2022. Outside of his advisory role, he has been involved in several business ventures, primarily inactive, including ownership of companies serving the utility and metal processing industries. 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 developed by its Investment Strategy Group.

Dennis Collins Jr. is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Michele Powell is a financial advisor with Stifel in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is the sole manager of Dorothea Ventures, LLC, which makes private equity investments in startup companies, and serves as Membership Chair on the Board of Directors for Executive Women of Dallas. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jonathan Larson 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 since 2009. His prior experience includes roles at UBS Financial Services and Piper Jaffray Inc. Larson serves on the Friendship Village Foundation Finance Committee and the board of Friendship Village, a nonprofit retirement community. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Brian Maddox is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Stifel since 2015. Maddox serves as a board member of the Rotary Club of Sarasota Bay, where he works to promote the club, grow membership, and support fundraising efforts. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses intended to support client decision-making.