Gregory Maier is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously held roles at TD Ameritrade, the University of Missouri, BJC Healthcare, and Delaware North Company. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.

Anitra Kalagian is a financial advisor with Stifel in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Stifel since 2015 and concurrently works with Coldwell Banker Residential. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Thomas Lane is a financial advisor with Stifel who holds Series 63 and Series 65 registrations and has 42 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2012. Stifel serves a wide range of clients, 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, supporting client decisions through financial planning and asset allocation guidance.

Alexander Daly is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has worked at Stifel, Nicolaus & Company Incorporated since 2022. Prior to his current role, his background includes positions in education and various customer service roles. 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 relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Timothy Flinn is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at LPL Financial LLC, Midwestern Securities Trading Company, LLC, and The Farmers State Bank and Trust Company. He serves on the boards of multiple community organizations in Jacksonville, Illinois, including Prairieland United Way, Jacksonville Main Street, and The Art Association of Jacksonville. 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.

Dale Lewis is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. Outside of his advisory work, he serves as Regional Vice President of Events for the Clan MacLeod Society USA, coordinating clan activities at local Scottish gatherings in the Southwestern United States. 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, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Donald Farabough is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a broad range of clients including individuals, institutional pension and profit-sharing plans, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Mark Siver is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following seven years at Janney Montgomery Scott. He serves on the board of the Douglas House Foundation, a charitable organization focused on the preservation of the Douglaston Club building. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Michael O'Keeffe is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Company since 2013. Prior to this, he was employed at Counterpoint Wealth & Investment Management LLC and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering 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.

Cynthia Peters is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel, Nicolaus & Company Inc since 2009. Outside of her advisory role, Peters serves as News Director for Missouri Possum Radio, where she provides daily headline news and voiceover work. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, applying forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Michael Hemken 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, Inc. since 2013. 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.

Kellyn Drayer is a CFP® professional at Stifel with 40 years of industry experience. Drayer has been with Stifel since 2009 and has a longstanding affiliation with Irving J. Drayer, M.D., P.A. Outside of advising, Drayer serves on several local boards, including the civic organization Longview 2020 and the Wece B. and Martha Johnson Foundation, and holds leadership roles in financial committees for the CHRISTUS Good Shepherd Foundation. Stifel serves a broad 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.

Matthew Lucas is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2022, following multiple years as a self-employed advisor. Stifel serves a wide range of clients including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic fee-based financial planning and advisory services, with clients generally retaining discretion over implementation.

Gennell Warner is a financial advisor with Stifel, holding a Series 66 credential and over one year of industry experience. Prior to joining Stifel in 2023, Warner worked for Edward D. Jones and Co. for 15 years. Outside of advisory work, Warner is involved with Pruvit Ventures Inc., a dietary supplements company engaged in direct sales. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client decisions in asset allocation and financial planning.

Jason Soukup is a financial advisor with Stifel in Sioux Falls, SD, holding a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Black Hills Federal Credit Union and Home Federal Bank / Great Western Bank. He serves on the executive and finance committees of Lifescape, a nonprofit providing services to disabled individuals, and will assume the role of vice chair of its board in 2025. 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 and provides fee-based financial planning alongside a variety of specialized services.

Melissa Russell is a Series 66-licensed financial advisor at Stifel with 17 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016 and previously worked at Wells Fargo Clearing. Outside of her advisory role, she serves as a Notary Public, notarizing documents for Stifel clients. 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.

Analisa Eilers is a financial advisor with Stifel in Edwardsville, IL, holding a Series 66 designation and 10 years of industry experience. She previously worked at Century Securities from 2014 to 2016 before joining Stifel Nicolaus & Co Inc, where she has been since 2016. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides access to private funds and municipal market activities and operates affiliated trust companies and banks.

Marcus Causey is a financial advisor at Stifel with 24 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2015. Based in Tuscaloosa, AL, he provides brokerage and investment advisory services to a diverse client base. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers both brokerage and fee-based advisory services, supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michelle Paris is a financial advisor at Stifel with 15 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2009. Paris is also a licensed notary public in Washington State. 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 uses a proprietary methodology with forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

John Sassone is a CFP® professional with 45 years of industry experience, currently serving as a financial advisor at Stifel since 2025. Prior to joining Stifel, he worked at Janney Montgomery Scott for 17 years. Stifel serves a wide 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.