Adrianne Vickers is a financial advisor at Stifel with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals—both high net worth and non-HNW— institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Gregory Pittman is a financial advisor at Stifel with 34 years of industry experience. He holds a Series 63 designation and previously worked at Bank of America, N.A., and Merrill. Outside of his advisory role, he is a half-owner of P2 Farms LLC, a hunting and fishing property in Alabama. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and probabilistic modeling through its Investment Strategy Group to guide asset allocation and financial planning.

William White III is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2021 before joining Stifel in 2021. Outside of his advisory work, he serves on the boards of See His Face Ministries and the Southwest Florida Community Prayer Breakfast. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Linda Daniel is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. She has worked at Stifel since 2015 and previously spent nine years with Intl Advisory Consultants Inc. and three years with Sterne, Agee & Leach, Inc. 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 support asset allocation and financial planning.

Joseph Watson is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co., Inc for eight years. Outside of his advisory role, he serves on the board and leads fundraising efforts for the Hockey Club of STL and coaches youth hockey for the Rockets Hockey Club. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Brett Sweers is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. and Natcity Insurance Services, Inc. since 2008. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which combines forward-looking capital market assumptions with probabilistic modeling to support asset allocation and financial planning.

Kathy Ray is a financial advisor at Stifel in Auburn, CA, holding a Series 66 designation with 20 years of industry experience. She has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Laurie Anderson is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016, following a brief tenure at RML Anderson Group, LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Joanne Mcafee is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Citigroup Global Markets. Mcafee has been with Stifel since 2011, based in Reno, NV. 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’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Sherry Parker is a financial advisor with Stifel in Savannah, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Stifel since 2015. Stifel serves a wide 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.

Thomas Newberg is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Stifel since 2022 and previously held roles at JPMorgan Chase Bank and J.P. Morgan Securities from 2015 to 2022. Stifel serves a wide range of clients, including individual, institutional, and municipal clients, providing both brokerage and investment advisory services. The firm’s investment approach is based 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.

Wyatt Gudex is a financial advisor with Stifel, holding a Series 66 designation and two years of industry experience. His prior work includes roles at PNC Bank and various positions outside the financial sector, including automotive service and hospitality. Stifel serves a wide range of clients, from individual investors to institutional entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to support client decision-making.

Scott Smith is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked at Wells Fargo Clearing from 2016 to 2020. He is a member of the Investment Advisory Board for the Chippewa Nature Center and is co-owner of a conservation and hunting club. Stifel serves a broad client base 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 provide asset allocation and financial planning analyses.

Michael Robino is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Stifel since 2024. He previously worked at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Investments, LLC from 2001 to 2011. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Jacob Bain is a Series 66 licensed financial advisor at Stifel with 13 years of industry experience. He has worked at Stifel since 2018 and previously spent six years at B.C. Ziegler and Company. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, 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.

Thomas Thives is a financial advisor at Stifel with 42 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Stifel serves a diverse client base that includes 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, providing asset allocation and planning analyses intended to support client decisions.

Robert Woosley II is a financial advisor with Stifel in Cape Coral, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he serves as the Treasurer of the Optimist Club of Louisville. 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 relies on proprietary analysis and allocation guidance developed by its Investment Strategy Group, providing clients with tools for asset allocation, retirement, insurance, and estate planning decisions.

John Nelson is a financial advisor with Stifel in Chico, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, providing both brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William Linas is a financial advisor with Stifel in Irvine, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent 10 years at Bank of America, N.A. Outside of his advisory role, he manages a single-family rental property. Stifel serves a wide range of clients, including individuals and institutional clients, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Seamus Mac Crory is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2020. His prior roles include positions at Santander Securities, Santander Bank, Bank of America, and Merrill. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.