Zachary Birkey is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Stifel since 2018. He previously worked at Morgan Stanley Private Bank from 2015 to 2018. Outside of his advisory role, Birkey serves as treasurer for the Phi Delta Lambda scholarship fund at Olivet Nazarene University and is a board member of Parkview Christian Church. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jerry Heine is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for six years before joining Stifel in 2016. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

David Anderson is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2007. Based in Naperville, IL, Anderson's career at Stifel spans nearly two decades. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and allocation methodologies developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance intended to support informed decisions.

Patrick Merrill is a financial advisor at Stifel with 11 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Merrill has worked at Stifel Nicolaus & Co Inc since 2018 and previously held positions at State Street Global Advisors and New York University’s Stern School of Business. He serves on the Investment Committee Board of the Claremont United Church of Christ. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Geoffrey Ringstad is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following a 17-year tenure at First Empire Securities, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by the Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Jessica Laub is a financial advisor with Stifel in St. Louis, Missouri, holding a Series 66 designation and having two years of industry experience. She has worked at Stifel since 2020 and previously spent six years at Diversified Financial Advisors / LPL Financial. 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 methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Richard Johnson is a financial advisor at Stifel with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2009, following a prior role at Morgan Stanley from 2002 to 2005. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Phillip Rogers Jr. is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2017, following two years at Wunderlich Securities, Inc. He is based in Memphis, TN. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, 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 financial planning guidance.

Robert Coleman is a Series 66 licensed financial advisor with 21 years of industry experience. He has worked at Stifel since 2025, previously serving nine years at Wells Fargo Clearing and two years at A. G. Edwards & Sons, Inc. Coleman serves on the boards of OneLove Outreach, a nonprofit benefiting Port Maria, Jamaica, and the Circle of Life Hospice Foundation in Arkansas. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group, supporting client decisions through fee-based financial planning and various advisory programs.

Lucas Skinner is a financial advisor at Stifel with three years of industry experience. He holds the Series 66 designation and has held roles at Stifel since 2023. Prior to that, he worked at Jackie of All Trades and has experience in education at the University of Alabama and American Christian Academy. Stifel serves a broad range of clients including individuals, institutions, 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.

Christopher Stoddard is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is based in Plymouth, MA. Stifel serves a diverse client base, 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 financial planning analyses.

Robert Kremer is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 1996 and holds Series 63 and Series 65 designations. Kremer serves on the Board of Directors for the St. Xavier High School Alumni Association in Louisville, KY. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Jennifer Standley is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. Based in Tulsa, OK, she specializes in serving a wide range of clients within the firm’s institutional framework. Stifel serves individuals, institutional clients, charitable organizations, and municipal entities by providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and asset allocation guidance without automatic implementation or ongoing monitoring.

William Greer IV is a Series 66-licensed financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, he held roles in the United States House of Representatives and the Georgia State Senate. 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 developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

James Matheson is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked in various roles including positions at Pizza Ranch and Wisconsin Shower Door. 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 to provide asset allocation, retirement, and estate planning analyses.

Christian Molvig is a financial advisor at Stifel with 25 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015 and holds the Series 63 and Series 65 designations. Stifel serves a diverse clientele, including individual investors, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Stephen Simon is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Stifel since 2016, with a brief period at Aspiriant from 2017 to 2020. He holds the Series 63 and Series 66 licenses and is based in San Francisco, CA. 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 to provide asset allocation and financial planning analyses, supporting clients in their decision-making processes.

Anthony Seaborn is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel Nicolaus since 2005. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing fee-based financial planning and asset allocation guidance intended to support client decision-making.

Colleen Kusy is a CFA® charterholder and holds a Series 66 license, with 12 years of experience in the financial industry. She has worked at Robert W. Baird & Co. for 12 years before joining Stifel, where she is currently based in Conshohocken, PA. Outside of her advisory role, she owns a rental property in Avalon, NJ. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Linda Baier is a Series 66-licensed financial advisor at Stifel with 24 years of industry experience, including 17 years with the firm. She serves clients from Storm Lake, Iowa. Outside of her advisory role, Baier is active as a church bell choir director and serves as treasurer for the Buena Vista County Community Foundation. She also participates in a local antiques business. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support retirement, insurance, and estate planning.