Elijah Conte is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has been with Stifel, Nicolaus & Company, Incorporated since 2016. Outside of his advisory role, he serves on the boards of Paige's Butterfly Run, a nonprofit focused on pediatric cancer and rare blood disorders, and the Skaneateles Festival, a nonprofit music event. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary forward-looking capital market analyses developed by its Investment Strategy Group.

William Butler is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel, he worked for seven years at the South Carolina State Fiscal Accountability Authority. Outside of his advisory role, he is a limited partner in a family-owned LLC, Butler Oaks LLC. 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 utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Anna Clark is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has worked at Stifel, Nicolaus & Co. since 2024. Prior to her current role, she has held positions at various organizations including JR's South Pork Ranch and St. Kilda, and she was a student at the University of Notre Dame until 2024. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Amy Cooper is a financial advisor with Stifel in Louisville, Kentucky. She holds a Series 66 designation and has five years of industry experience, including prior work at Prolacta. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering 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 to inform asset allocation and planning analyses.

James Pass is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior roles include positions at Sky UK Ltd, IMG Arena, UBS, and Embry-Riddle Aeronautical University. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Jared Gorman is a financial advisor with Stifel in Cincinnati, OH, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Fidelity Brokerage Services LLC. Outside of finance, he has experience in hospitality and small business operations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm uses a proprietary investment strategy methodology and provides services that include financial planning, model allocations, and municipal-market activities.

Amandus Frey III is a financial advisor with Stifel in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2017 and previously worked at Wells Fargo Clearing for one year. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Nathan Richey is a financial advisor at Stifel with 17 years of industry experience. He holds the CFP® and Series 66 credentials and has worked previously at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he serves on the leadership board of Victory Hill Church and is the co-author of the book "Finding Your Financial Advisor," available for purchase online. Stifel serves a wide 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.

Mark Schreder is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicholas Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, which use forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Komalpreet Kaur is a financial advisor at Stifel in Naperville, IL, with eight years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services, Fidelity Brokerage Services, Merrill, and Bank of America. 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 provide asset allocation and financial planning analyses.

Gabriel Peykar is a Series 66-licensed financial advisor at Stifel in New York, NY, with experience beginning in 2024. Prior to joining Stifel, he worked at Equitable Advisors and has a background at Nourison, where he also conducts weekend training sessions unrelated to securities. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Collin Campbell is an Investment Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Financial Representative at the same company from 2022 to 2023. In his professional capacity, Collin emphasizes the importance of developing personalized financial plans tailored to each client's meaningful goals. He focuses on understanding clients beyond their financial situations to create strategies that align with their values and address potential concerns. Collin's approach involves partnering closely with clients to ensure their financial strategies support what they aim to achieve. Outside of his professional work, he has interests in baseball, cars, fitness, football, golf, and music.

Joseph Hartman is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Edward Jones. He has been with Stifel Nicolaus & Co Inc since 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Kathleen Frank is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Stifel and its affiliated entities since 2001, including 17 years at Stifel Independent Advisors, LLC. 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 developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Benjamin Wright is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held positions at Alliance Realty Network and Paddio Home Loans, and has experience in diverse roles including manufacturing and hospitality. He is based in St. Louis, Missouri. 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 incorporates proprietary methodologies from its Investment Strategy Group, providing forward-looking asset allocation and planning analyses.

Kenneth Lombino is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Bank of America, Merrill, and Morgan Stanley. Outside of finance, he is also active as an actor with the Screen Actors Guild in Los Angeles. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

John Nelson is a financial advisor at Stifel with 20 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stifel in 2023, he worked for Ameriprise Financial Services, Inc. for 10 years. 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.

Brett Kribs is a financial advisor at Stifel with 15 years of industry experience. He has been with Stifel since 2009 and holds the Series 66 designation. Outside of his advisory role, he is the managing member of Bravo Kilo LLC, which advises on real estate purchases. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit 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 analyses.

Henry Kruse is a financial advisor at Stifel with Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2017 and was previously with Oppenheimer Asset Management Inc. and CIBC World Markets Corp. He is a 30% owner of a horse racing partnership named Round Table Racing. Stifel 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.

David Curley is a financial advisor at Stifel with Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling to support client decision-making.