Gregory Nelson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2017. Prior to this, he worked at Marsh from 2015 to 2017. He is a member of the Chico Noon Exchange Club board and serves as a board member of his local homeowners association. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Michael Doering is a financial advisor at Stifel with 16 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at Bank of America and Merrill for 13 years. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Russell Proctor IV is a financial advisor at Stifel with 12 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2012. Outside of his advisory role, he serves on the Board of Directors for the Parkridge Lane Condominium Homeowners Association in Raleigh, NC. Stifel serves a broad range of clients, including individuals, institutional accounts, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group and includes fee-based financial planning and model asset allocations.

Jeremy Phillips is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel in 2023, he worked at Best Buy Corp for twelve years. He serves as a board member for Children's Workshop Montessori, assisting with human resources and staffing. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to support clients' financial planning and asset allocation decisions.

Jon David Bowe is a financial advisor at Stifel with 23 years of industry experience. He has held positions at Stifel Nicolaus since 2014 and previously worked at Advisors Management Group Inc, M&I Investment Management Corp., M&I Financial Advisors, Inc., and RBC Capital Markets. Outside of advising, he is co-owner of Sunflowco, a landholding entity that receives crop rental income. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Eric Dimino is a CFP®-designated financial advisor with 36 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously at Wells Fargo Clearing for one year. Outside of his advisory role, he teaches skiing to children at Big Bear Mountain Resort. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

John Camp is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at Key Private Bank and Northwestern Mutual. Outside of advising, he is involved in a family LLC that rents a historic barn for private events. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services including fee-based financial planning. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Lay Rosenheimer is a financial advisor with Stifel in West Bend, WI, holding a Series 63 designation and 41 years of industry experience. Prior to joining Stifel in 2018, he worked at B.C. Ziegler and Company for five years. Outside of his advisory work, Rosenheimer serves as President of the Rosenheimer Cemetery Association and holds leadership roles on the board of the Lakeshore Regional Child Advocacy Center, including Vice President of its Board of Directors. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and maintains a diverse set of services alongside affiliated trust companies and banks.

Amelia Tobias is a financial advisor with Stifel, holding a Series 66 designation and bringing six years of industry experience. She has been with Stifel since 2018, following prior roles at Avenica and Xcell Orthopaedics. Outside of her advisory work, she is involved in rental property management. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and investment advisory services guided by proprietary investment analysis developed by its Investment Strategy Group.

Leland Roider II is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Company Inc since 2016. His prior experience includes positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Ameriprise. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, 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.

Jonathan Farina is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he manages a personal rental property business. 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 planning analyses.

Elliott Gilbert is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and previously worked at Western Valuation and Consulting. Outside of his advisory role, he serves on the Golf Committee for Abilene YoungLife, assisting with planning and fundraising for their annual tournament. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients retaining discretion over implementation.

James Fellhauer is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following six years at Bank of America. Outside of his advisory role, he serves as secretary for White River Youth Camp, a youth church camp in Spur, Texas. Stifel serves a broad range of individual and institutional clients and provides brokerage and investment advisory services, including fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

William Liber is a financial advisor at Stifel with 55 years of industry experience. He has held his current position at Stifel since 2009 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering guidance based on forward-looking capital market assumptions and probabilistic modeling.

Leah Rhodes is a financial advisor at Stifel in Macon, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2026, she worked at Raymond James for one year and has experience in childcare businesses. She attended the University of Georgia from 2022 to 2026. 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 support asset allocation and planning analyses.

Jack Nicholl is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Nicholl serves as a FINRA arbitrator in dispute resolution. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Brian Strand is a financial advisor at Stifel with six years at the firm and a total of four years in the industry. He holds a Series 66 designation and is based in St. Louis, MO. Stifel serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Robert Rubarth is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent six years at Raymond James & Associates. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Mary Johnston is a financial advisor at Stifel with 33 years of industry experience. She has been with Stifel since 2006 and holds Series 63 and Series 65 licenses. 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 proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

John Lee is a financial advisor at Stifel with 45 years of industry experience. He has held his current position at Stifel since 2007 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.