William Rhett is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 2015. Rhett holds a Series 63 designation. Outside of his advisory role, he is a limited partner in the Rhett Family Partnership, which involves triple net leasing real estate and farming. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses.

Connor Williams is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2020, following roles at Chambers Bank and Catfish Hole. Outside of his advisory work, Williams is involved in quick service restaurant development through ownership of Ladder 9 Restaurant Group LLC. Stifel 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.

Andrew Peterson is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011 and previously spent nine years at Stone & Youngberg LLC. Outside of his advisory work, Peterson engages in photography, selling some images as stock photography and fine art, and serves as co-chair of the waitlist committee for the charitable organization The Guardsmen. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and financial planning analyses that support client decision-making.

Ryan Mastilak is a CFP® professional at Stifel with 10 years of industry experience. He previously worked at The Vanguard Group for eight years before joining Stifel in 2024. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Gregory Schaller is a financial advisor with Stifel who holds a Series 66 designation and has 26 years of industry experience. He previously worked at Merrill and Bank of America before joining Stifel in 2019. He serves as a board member of the St. Bonaventure University National Alumni Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

William Darby is a financial advisor with Stifel in Atlanta, GA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked at UBS Financial Services from 2008 to 2018 before joining Stifel in 2018. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services alongside fee-based financial planning. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

John Rogers is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services and PaineWebber. He is based in Tyler, Texas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Sarah Mccarthy is a financial advisor at Stifel with eight years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus since 2018. Prior to her career in finance, she spent two years at Victoria's Secret and seven years at Michigan State University. 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 and provides fee-based financial planning alongside recommendations for third-party advisers.

Christopher Daughtry 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 Nicolaus & Co Inc since 2013. Outside of his advisory role, he serves as an elder at First Presbyterian Church in Wilmington, North Carolina. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Katherine Shirley is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Her prior work includes roles at Lime Cantina and Zarletti Mequon. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Fox II is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent four years with Wells Fargo Clearing. 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, providing asset allocation and planning analyses that support client decision-making.

Stephen Vansuch is a CFP® professional with 31 years of experience in the financial services industry. He has worked at Stifel since 2023 and previously spent over two decades at Merrill and 12 years at Bank of America, N.A. Vansuch serves on the Investment Committee for St. Charles Borromeo Parish, providing general investment guidance. 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 utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Martha Beltran is a financial advisor at Stifel with 26 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing for five years before joining Stifel in 2021. In addition to her advisory role, she provides notary services in Las Cruces, NM. 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 strategy model for asset allocation and planning, and it also provides services to private funds and municipal-market activities.

Bobbi Johnson is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. She has been with Stifel Nicolaus since 2000. Stifel serves a diverse client base 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.

Kit Fogle is a financial advisor at Stifel with 22 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Stifel in 2023, he worked at Bank of America and Merrill. Outside of finance, he serves as President of the Board of Trustees for Marion Technical College and manages a large family grain farm in Ohio. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Thomas is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Company, Incorporated since 2008. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dana Mumford is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Stifel since 2009. Based in San Jose, CA, she holds a Series 66 license and has spent the majority of her career with Stifel Nicolaus & Co., Inc. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Gregory Hicks is a financial advisor with Stifel, holding a Series 63 designation and 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent five years with Benjamin F. Edwards & Co. 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.

Mark Severson is a CFP® professional with 41 years of industry experience, currently with Stifel since 2018. He previously worked at B. C. Ziegler and Company for 34 years. Outside of his advisory role, Severson serves as a basketball official, refereeing boys’ and girls’ games from elementary through high school levels. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Michael Newins is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities, Guardian Life Insurance, and New York Life among others. Outside of his advisory role, he serves as Treasurer of Potunk Lodge #1071 F&AM, a Masonic Lodge and charity in Westhampton, NY. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services with investment guidance based on proprietary forward-looking methodologies developed by its Investment Strategy Group.