Richard Dworsky is a financial advisor at Stifel with Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent five years with Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in a boat rental club in Chapel Hill, NC. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary, forward-looking methodologies developed by its Investment Strategy Group.

Elizabeth Borger is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of her advisory role, she is involved in several community and nonprofit organizations, including serving on the boards of the University of Notre Dame Shakespeare in Performance and the Elkhart Parks Foundation, as well as holding leadership positions in local social and civic groups. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic financial planning and emphasizes a range of services including municipal market activities and collaboration with affiliated trust companies and banks.

Angela Chronister is a Series 66–licensed financial advisor with Stifel in Mobile, Alabama, where she has worked since 2015. She has 22 years of industry experience. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both 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, supporting asset allocation and comprehensive financial planning.

Jacob Kulich is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Heartland Credit Union and several other companies. Stifel serves a diverse client base, 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, which supports asset allocation and financial planning analyses.

Jordan Larimore is a financial advisor with Stifel in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse clientele including individuals, institutional clients, and charitable organizations, offering both brokerage and 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.

Edward Hecker is a CFP®-credentialed financial advisor with Stifel in Melbourne, FL, bringing 40 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Stifel Nicolaus & Co Inc, where he has been since 2016. Outside his advisory role, Hecker serves on the Finance Committee of Calvary Chapel Fellowship of Melbourne. 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 guide asset allocation and planning decisions.

Alice Cameron Roth is a financial advisor with Stifel in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2005. 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 methodology developed by its Investment Strategy Group.

Kimberly Kletschke is a financial advisor at Stifel with 29 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2010. Kimberly holds Series 63, 65, and 66 licenses. She serves on the finance committee of the Dakota Dunes Country Club and is a trustee of the University of South Dakota Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Scott Hanna is a financial advisor with Stifel in Irvine, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Harold Meyers is a financial advisor at Stifel with 56 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2009. Based in Los Angeles, CA, he brings a long tenure in financial services. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, 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 that support client decision-making.

William Oldford III is a financial advisor at Stifel with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill, Eastern Michigan Bank, Michigan State University, and the City of St. Clair. 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.

Bradley Roub is a CFP® with 24 years of industry experience, currently affiliated with Stifel. He has previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Outside of his advisory role, he serves on the boards of several nonprofit organizations focused on youth development and education, including AIMkids Space Coast and Pietas Classical Christian. 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.

John Hamn is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory role, he is a managing member of Gunski, LLC and a member of Rectory, LLC, both single-building real estate investment entities. Stifel serves a wide range of clients, including individual, institutional, and nonprofit entities, 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.

Todd Frediani is a financial advisor with Stifel in Bozeman, MT, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory work, he holds a share in Brandy Ranch Waterfowl Hunting Club, a hunting ranch in California. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Christopher Bolles is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He is based in Macon, GA, and has additional involvement as a guest chef through Bolles Cooking Company LLC, and he holds leadership roles with the Navicent Health Foundation as Chairman of the Board of Trustees. Additionally, Bolles manages Bolles Cattle Company LLC, which focuses on beef cattle husbandry and sales. Stifel serves a wide variety of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

James Manos is a financial advisor with Stifel in Fort Pierce, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus since 2016. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Wade Turner is a financial advisor with Stifel Nicolaus & Co., Inc. in Columbus, GA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with Stifel since 2006. Outside of his advisory role, Turner serves as secretary of The Club at River Forest Men's Golf Association, where he helps plan golf tournaments and takes meeting minutes. 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 planning methodologies developed by its Investment Strategy Group.

Sydney Walker IV is a Certified Financial Planner (CFP®) at Stifel with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory work, Walker serves as a board member and investment committee member for the St. Francis Foundation and participates on the outreach committee for All Saints by-the-Sea, both organizations based in Santa Barbara, CA. 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 proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Craig Bentley is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory work, he is a managing partner of Seaside Marine LLC, a holding company for a personal boat. Stifel serves a broad range of clients, including individual, institutional, 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 financial planning analyses that support client decision-making.

Mitchell Schaedler is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with three years of industry experience. His prior work experience includes roles at Regions Bank and The Charity CFO. He is also commissioned as a notary public in St. Louis County. 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 relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and allocation guidance to support client decision-making.