Kevin Maxim is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America from 2009 to 2020. Outside of his advisory role, he operates Maxim Family Holdings, LLC. 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.

Brian De Souza is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Coral Gables, Florida. Stifel serves a wide range of clients, 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 for asset allocation and financial planning, providing clients with data-driven guidance while allowing them discretion over implementation.

Michelle Stebbins is a financial advisor at Stifel with Series 63 and Series 65 designations and 26 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. 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 to guide asset allocation and financial planning.

Robert Walker Jr. is a financial advisor with Stifel in Hot Springs, Arkansas, holding a Series 66 designation and 14 years of industry experience. Prior to joining Stifel in 2019, he worked for Morgan Stanley Private Bank, National Association from 2015 to 2019. He serves on the board of the Hot Springs Country Club. 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 methodologies developed by its Investment Strategy Group, providing forward-looking analyses for asset allocation and financial planning.

Hannah Van Newkirk is a CFP® and holds a Series 66 license, with three years of industry experience. She currently works at Stifel Nicolaus & Company Inc., where she has been employed since 2022. Prior to this, she held positions in financial accounting and tax, as well as roles in the food supply industry. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, offering asset allocation and planning analyses intended to support client decision-making.

Shelly Hall is a financial advisor at Stifel with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked previously at UBS Financial Services. Outside of her advisory role, she serves as Chairman of the Board and President of Fuzzy Friends Rescue, an animal rescue and adoption organization in Waco, Texas. Stifel serves a broad range of clients 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 asset allocation and financial planning.

Roger Huse is a financial advisor with Stifel in Columbia, SC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Stifel since 2015. Outside of his advisory work, he owns and oversees a pine tree farm and is involved in outside sales for a company that manufactures rack systems used in sporting competitions. Stifel serves a broad client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes proprietary investment methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

John Reilly is a financial advisor at Stifel with 40 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 65 designations. 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 relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

David Priest is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he serves on the finance committee of St. Thomas Episcopal Church. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodology from its Investment Strategy Group, offering asset allocation and planning analyses to inform client decisions.

Josie Scramlin is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, she held various roles including positions at Tri-State Bird Rescue and Data Networks. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.

Adrian Majlis is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Stifel since 2023. Prior to joining Stifel, he worked for seven years at Raymond James & Associates. Stifel serves a broad client base including individuals, institutional clients, 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.

Wayne Frank is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B C Ziegler and Company for 11 years before joining Stifel in 2018. Outside of his advisory role, he serves as a member of the board of trustees at Immanuel Presbyterian Church in Milwaukee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

Celia Charlton is a financial advisor at Stifel in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel, she worked at Kallyope for two years and was previously a student. 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 allocation methodologies developed by its Investment Strategy Group.

Elizabeth Allen is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2018. Her prior experience includes roles at B.C. Ziegler and Company and Ameriprise Financial Services Inc. Stifel serves a diverse client base 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 financial planning.

David Barker is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel since 2015. Outside of his advisory work, Barker advises on the operation of a brewery through Highland Beverage LLC. 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, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Koy Hoover is a CFP® professional with 26 years of industry experience, currently serving at Stifel since 2009. Prior to joining Stifel, he worked at Equilibrium, LLC. He is involved with the Montana Council on Economic Education as a member of its executive committee and serves on the board of a local road association in Montana. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group. The firm’s approach includes forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning analyses.

James Gabal Jr. is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, 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, utilizing forward-looking capital market assumptions and probabilistic modeling.

Matthew Ehinger is a ChFC® credentialed financial advisor with 20 years of industry experience, currently affiliated with Stifel Nicolaus and Company Incorporated where he has worked since 2005. He is based in Grand Rapids, MI. Outside of his advisory role, he owns farmland in Holland, MI. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations by providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology that incorporates forward-looking market assumptions and probabilistic modeling.

Dennis Stolz is a financial advisor with Stifel who holds a Series 66 designation and has 10 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously was with Wells Fargo Clearing from 2016 to 2020. Stolz is also involved with Northwood University as part of his professional background. Outside of finance, he serves as Co-Director of Birdman's Bass Fishing Tournament Series, a local fishing tournament in Midland, Michigan. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Oliver Choy is a Series 66-licensed financial advisor at Stifel with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.