Joshua Wiley is a financial advisor at Stifel with 24 years of industry experience. He holds the Series 66 designation 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, Wiley owns and manages an agricultural research and almond orchard business and is the founder and president of a nonprofit organization called Dads and Daughters of Northern California. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Timothy Roberson is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Roberson serves as a board member of the Nashville Sports Council, which helps bring sporting events to Nashville. 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 is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Sean Mcfarland is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Samuel Morse Jr is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a managing partner and trustee in family-owned real estate and investment-related partnerships. 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.

David Gilchrist Jr. is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation, retirement, insurance, and estate planning analyses.

G. Harden III is a CFA® charterholder with 42 years of industry experience, currently serving as a financial advisor at Stifel in Savannah, GA since 2015. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning, supporting client decision-making with forward-looking capital market assumptions and probabilistic modeling.

Joshua Bledsoe is a CFP® professional with 29 years of experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for Ten8Project, a philanthropic organization, and is a board member of the Cardinal Glennon Children's Hospital Board of Governors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment strategy that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning.

Tuananh Vu is a financial advisor at Stifel with eight years of industry experience. He has held positions at Wells Fargo Clearing and Bank of America prior to joining Stifel in 2022. Outside of his advisory work, Vu is active as a musician, serves as a treasurer for a nonprofit focused on Vietnamese leadership, participates in an Asian culture podcast, and acts as a brand ambassador for a hard seltzer company. 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.

Mark Myers is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering 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 to inform asset allocation and financial planning analyses.

Mark Finnicum is a financial advisor with Stifel in Great Falls, MT, holding Series 63 and Series 66 licenses and over 26 years of industry experience. Prior to joining Stifel in 2020, he worked at Wells Fargo Clearing and Edward Jones. He is a board member of the Great Falls Police Foundation and serves on the executive committee of the Great Falls Chamber of Commerce Military Affairs Committee. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Matthew Eccles is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Scout Model & Talent Agency in San Francisco, focusing on fashion and lifestyle modeling. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling.

Staci Smith Lantagne is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Stifel Niclaus & Co Inc since 2009. Outside of her advisory role, she serves on the Development Committee and Board of the St. Johnsbury History and Heritage Center and is a member of the Pension Committee for the Town of St. Johnsbury. Stifel serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Kimberly Klingener is a financial advisor at Stifel with one year of industry experience and holds the Series 66 designation. Prior to joining Stifel, she worked at Estée Lauder and Zoetis Inc., and has experience in both corporate and educational settings. 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 is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Paul Schluckebier is a CFP® professional with 42 years of industry experience, currently advising at Stifel. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Schluckebier serves on several local boards, including the Memorial Healthcare Development Board where he acts as Secretary, and is a member of the investment committee for the Jewell Education Fund. Stifel serves a broad client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methods developed by its Investment Strategy Group.

Christopher Harrington is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2015. The firm serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Monica Peterson is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 65 licenses. Peterson is a member of the Visalia Breakfast Rotary, engaging in community service activities. 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.

Joseph Wallace is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel since 2009, following prior roles at UBS Financial Services and Citigroup Global Markets. Outside of his advisory work, he serves on the board of directors and the investment committee for The Wece B and Martha A Johnson Foundation, and is a lay member of the administrative board at St Luke's Methodist Church. 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.

Keaton Johnson is a financial advisor with Stifel, holding a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Jordahl & Sliter, PLLC, Ernst & Young, and has diverse experience including roles outside finance. He serves as Treasurer and board member of the Miracle League of Northwest Montana, a non-profit special-needs baseball program. 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 asset allocation and planning guidance.

William Kablack Jr. is a financial advisor with Stifel who holds a Series 66 designation and has 14 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016, totaling 10 years at the firm. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology to support its analysis and allocation guidance, and provides a range of financial planning and advisory services.

Nancy Stebner is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience, all with Stifel since 2007. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis developed by its Investment Strategy Group, offering forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning decisions.