John Scott Jr. is a CFP® professional with 28 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2017. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2017. Outside of his advisory role, he contributes to education institutions as an Investment Committee Member at Greensboro College and Finance Committee Member at Greensboro Day School. 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 developed by its Investment Strategy Group.

Kathy Lessard is a Certified Financial Planner (CFP®) with 30 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she owns and breeds cutting horses through her business, KAT'S Performance Horses 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.

Kathleen Reasor is a financial advisor at Stifel with 21 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. Located in St. Louis, MO, she provides advisory services as part of a large institutional firm. 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.

James Citro is a financial advisor with Stifel in Quincy, IL, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as president of CFZ Corp, which owns the building leased by Stifel. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

William Supper is a financial advisor at Stifel with 17 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Bank of America, N.A. and Merrill before joining Stifel in 2019. Stifel serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services, relying on proprietary methodologies developed by its Investment Strategy Group for asset allocation and financial planning.

Mary Holden is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 17 years before joining Stifel. Stifel serves a wide 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 to support asset allocation and planning analyses.

Norman Fishbein is a financial advisor at Stifel with Series 63 and Series 65 designations and 59 years of industry experience. He has been with Stifel since 2007. 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 asset allocation methodologies.

Carmine Manna Jr. is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus since 2008. Manna is involved with the Rotary Club of Scottsdale North, serving as Membership Chairperson. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, providing 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 used as a basis for client decisions.

Tanner Woodruff is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Archer Daniels Midland, Decatur Earthmover Credit Union, and Dick Sporting Goods. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Laura Fryhover is a financial advisor at Stifel with 17 years of industry experience and holds the Series 66 designation. She worked at Morgan Stanley for seven years before joining Stifel Nicolaus & Co. Inc. in 2021. 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.

Joseph Ries IV is a financial advisor at Stifel with 29 years of industry experience. He has held the ChFC® designation and securities licenses Series 63 and Series 65. Ries has worked at Stifel since 2007. He serves as a board member of Scottish Rite Holding Company. Stifel provides brokerage and investment advisory services to a broad client base, including individuals, institutional clients, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer capital market analysis and asset allocation guidance.

William Monroe III is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has been with Stifel since 2020. Outside of his advisory role, Monroe is the owner of Houseware Warehouse LLC, a wholesale distributor of kitchen products, and serves as co-trustee of the Monroe Welfare Foundation. He also advises on the finance committee of Veritas Academy. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services guided by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Terry Jacquinot is a financial advisor with Stifel in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also offers fee-based financial planning, wrap programs, and recommendations of third-party advisers.

Charbel Salem is a CFP® with four years of experience, currently affiliated with Stifel since 2022. Prior to joining Stifel, he worked at Slalom, Strategic Staffing Solutions, and L&W Group. He is co-owner of CS Professional Svcs, LLC, a mental health services business. 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.

Patrick Johnson is a CFP® with 25 years of industry experience and has been with Stifel since 2009. He is based in Sheridan, Wyoming, and holds a Series 66 license. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s offerings include fee-based financial planning and model allocations intended to guide client decisions.

George Prezioso is a financial advisor at Stifel with 42 years of industry experience. He previously worked at Janney Montgomery Scott Inc. from 1983 to 2025. Prezioso is a board member of the Fort Hamilton Citizens Action Committee, Bay Ridge Catholic Academy, and the Cathedral Club of Brooklyn, participating in community relations and Catholic education activities. 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 relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Alec Musolino is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel Nicolaus & Company, Incorporated, he worked at Cintas Corporation for three years and has experience in educational roles at Kent State University and Struthers High School. 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 developed by its Investment Strategy Group.

John Abbott is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following an 11-year tenure at Bank of America. Outside of his advisory work, he is the founder of The Rabbott Company, which creates children's books and toys. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Bjorn Leach is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked with Stifel Nicolaus & Co Inc since 2020. Prior to his financial services career, he spent 20 years in education. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Stephen Huggins is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following a four-year tenure at Morgan Stanley Private Bank, National Association. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.