Vincent Cameron is a financial advisor at Stifel in Louisville, KY, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is the owner of Cameron Ventures LLC, which operates an Airbnb business. Stifel serves a broad range of clients including individuals, institutional investors, 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.

James Lin is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2010 to 2019 before joining Stifel in 2019. Outside of his advisory role, he serves as a Notary Public with the National Notary Association. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to support client asset allocation and planning decisions.

Stephen Cohen is a CFP® with 32 years of industry experience and has been with Stifel since 2007. He is based in Garden City, NY. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nicholas Dickinson is a Certified Financial Planner (CFP®) with 38 years of experience in the financial industry. He has been with Stifel Nicolaus & Co., Inc. since 2005. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning decisions.

George Barrow is a Series 66 licensed financial advisor at Stifel with 16 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as a board member of the Savannah Benevolent Association, a charitable organization. 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 a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

David Okun is a financial advisor at Stifel with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Outside of his advisory role, he assists his wife and daughter as a general partner in an antiques-related family partnership. Stifel serves a wide range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach involves proprietary analysis and allocation guidance developed by its Investment Strategy Group, supporting clients with financial planning and asset allocation recommendations.

Eileen Hochstadt is a financial advisor with Stifel in Clearwater, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has been with Stifel Nicolaus since 2013. Outside of her advisory role, she maintains a Notary Commission with the Florida Department of State. Stifel serves a broad range of clients, including high net worth 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.

Jeffrey Gordon is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses.

Michael Tucker is a financial advisor at Stifel with 25 years of industry experience. He has held his current position at Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he is a managing director of a family investment LLC. 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.

Jack Howell is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2024. Prior to joining Stifel, he held positions at The Links at Hemlock Creek, Wilkes University, TY Delta Motors, Keyser Construction, and the Bloomsburg School District. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Paul Weimer is a financial advisor at Stifel in Altoona, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2025, he served for ten years at the U.S. Army Aberdeen Test Center. Outside of his advisory role, he is a partner in Brush Mountain LLC, where he is involved in tenant screening and property maintenance. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Julian Lively is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves as chairman of the Budget & Finance Committee at Kiokee Baptist Church. 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 developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Shelley Schudlich is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She previously worked at Oppenheimer & Co Inc for 19 years before joining Stifel Nicolaus & Co Inc in 2018. Outside of her advisory role, she is co-owner and involved in bookkeeping for a frozen custard business in St. Clair, Michigan, and serves as Sergeant-at-Arms for the Eagle Cay Condominium Association in Marco Island, Florida. Stifel serves a wide range of clients, 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.

Danny Mcneely is a financial advisor at Stifel in St. Louis, MO, holding the Series 66 designation with nine years of industry experience. He has been with Stifel Nicholas since 2010. Stifel serves a broad range of clients, including individuals across wealth levels and institutional entities, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Larry Watts is a Certified Financial Planner (CFP®) with 43 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2016. He is based in Stockton, CA, and has participated on the University of the Pacific Eberhardt School of Business Advisory Board. Outside of finance, he is involved with the Larry & Emily Watts Winery, hosting periodic tastings to monitor wine progress. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

James Lane is a financial advisor with Stifel, holding a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Brooks Rehabilitation, Duke University, and Stetson University. Outside of his advisory role, Lane serves as an ambassador for the Port Orange South Daytona Chamber of Commerce, welcoming new members and facilitating introductions at local events. 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.

Scott Alberding is a CFP® and ChFC® with 29 years of experience in the financial industry. He has worked at Stifel Nicolaus since 2007, following prior roles at RBC Capital Markets and Deutsche Bank Securities Inc. Outside of his advisory work, he is a co-owner of Crab Alley Craft House LLC. Stifel serves a wide 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.

Gary Adkin is a financial advisor with Stifel in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Stifel since 2015. In addition to his advisory role, he serves on the advisory board for Palm Beach Atlantic University’s Rinker School of Business. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with an investment approach based on proprietary methodologies developed by its Investment Strategy Group.

Tyler King is a financial advisor at Stifel with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services and several other firms. 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 developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Victoria Klacik is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel since 2019 and previously spent thirteen years at UPMC. Klacik serves as a board member for the Baldwin Manor Association, a local neighborhood park in Pittsburgh. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.