Kirk Shelby is a financial advisor at Stifel with 40 years of industry experience. He held a long tenure at UBS Financial Services from 1986 to 2023 before joining Stifel. Shelby holds a Series 63 designation and is involved in several local charitable organizations, serving on the boards and finance committees of the Redlands Community Hospital Foundation and Redlands Community Foundation, as well as the finance committee of Redlands Country Club. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering both 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, with clients maintaining discretion over implementation.

Sailing Adler is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been with Stifel Nicolaus & Co Inc since 2016. 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 relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Hugh Mariaca is a financial advisor at Stifel with 25 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is involved in managing several seasonal food and amusement businesses and serves as president or vice president in those operations. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance from its Investment Strategy Group.

David Barrow III is a financial advisor at Stifel with over 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. Barrow is active in his community, serving as treasurer for the Savannah Benevolent Association and the Christian Business Men’s Committee of Downtown Savannah, and is a member of the Trust Committee at St. John's Church in Savannah. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment strategy developed by its Investment Strategy Group.

John Wright is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Morgan Stanley in various roles. Outside of his advisory work, he co-owns a production company that supports his daughter's performing arts career. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering both brokerage and investment advisory services. The firm uses proprietary investment analysis and probabilistic modeling to support client decisions, providing a range of financial planning and advisory solutions.

Sean Russell is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked in education and public service, including roles at High Point University and as an ocean lifeguard for the Town of Oyster Bay. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Nicole Di Massa is a financial advisor at Stifel with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cohen & Steers Securities, Cohen & Steers Capital Management, Lord Abbett Distributor LLC, and Merrill. 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 methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Edward Valdettaro is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2005. 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.

Mat Johnson is a financial advisor at Stifel with 59 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutions, 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 support asset allocation and financial planning analyses.

Lowell Shepley is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services for six years. Shepley holds Series 63 and Series 65 securities licenses and is based in Macon, GA. 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.

Margaret Bridegum is a financial advisor at Stifel with five years of industry experience. She holds the Series 66 designation and has worked at Stifel since 2019. Prior to joining Stifel, she was employed with the Spring Grove Area School District for one year. 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, providing asset allocation and planning analyses to support client decisions.

Andrew Toback is a financial advisor at Stifel with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill, Ameriprise, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Toback has also been employed at Lynn University and SUNY Albany. 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, providing forward-looking capital market analysis and asset allocation guidance.

Gregory Wirthmann is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Stifel since 2019. Prior to joining Stifel, he worked for nine years at First Empire Securities, Inc. 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 probabilistic modeling developed by its Investment Strategy Group. The firm provides fee-based financial planning and maintains a diverse service platform that includes private funds, municipal-market activities, and affiliated trust companies and banks.

Randy Baker is a financial advisor with Stifel in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Outside of finance, he participates in a hunting television show called Driven TV with Pat and Nicole Reeve during the fall months. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Perry Stannard is a financial advisor with Stifel in Medford, Oregon, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent two years at Wells Fargo Clearing. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Joseph Murphy is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Raymond James & Associates. He is based in Boca Raton, FL. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Patti Mcgrew is a Series 66 licensed financial advisor with 28 years of industry experience. She has worked at Merrill for 21 years before joining Stifel Nicolaus & Co. Inc. in 2020. Outside of her advisory role, she is an independent beauty consultant for Mary Kay Cosmetics. Stifel serves a diverse clientele, 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.

Jared Eggers is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel, he worked at Security Trust & Savings Bank and Farm Credit Services of America. Jared also has a background in the hospitality industry, including a role at Zimmy's Bar & Grill. 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.

Brad Foster is a Series 66 credentialed financial advisor with 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, relying on a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning guidance.

Kristen Kragt is a Series 66-licensed financial advisor with Stifel in Holland, MI, and has 16 years of industry experience. She previously worked at Raymond James & Associates for 13 years before joining Stifel Nicolaus & Co Inc. Outside of her advisory role, she is involved with Dawn's Catering, a business she has been associated with since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.