Paul Smith is a financial advisor at Stifel with 43 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes over 14 years at Raymond James & Associates before joining Stifel in 2021. Stifel serves a broad 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, providing asset allocation and planning analyses to support client decision-making.

Christian Maldonado is a financial advisor at Stifel with seven years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2019. His prior experience includes roles at Joseph Stone Capital, the University of Scranton, and The Estée Lauder Companies. Stifel serves a broad range of clients 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.

Johnathan Wilson is a CFP®-designated financial advisor with Stifel in Roseville, CA, bringing 27 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2012. Outside of finance, he participates in commercials and movies as a member of the Screen Actor's Guild. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary models developed by its Investment Strategy Group to support asset allocation, retirement, and estate planning analyses.

Stanley Scarvey Jr. is a financial advisor with Stifel, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise, Bank of America, 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 utilizes a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Jessica Fischer is a financial advisor at Stifel with 17 years of industry experience. She holds the CFP® and Series 66 designations and has worked at Stifel Nicolaus & Co. Inc. since 2008. Based in Chicago, IL, she provides advisory services within a firm known for serving a broad client base that includes individuals, institutional clients, and charitable organizations. Stifel offers brokerage and investment advisory services, with an investment approach 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.

Keith Waters is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has been with Stifel Nicolaus since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services such as fee-based financial planning and wrap programs. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

William Humber is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering both 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.

Michael Kramer is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 credential. He worked at B C Ziegler and Company for 18 years before joining Stifel in 2018. Kramer has served as Past President of the Mequon-Thiensville Chamber of Commerce and is involved in the city of Mequon's Economic Development Board, as well as serving on the board of Community Projects for Seniors. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Carol Ball is a financial advisor at Stifel in Boston, MA, with 28 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2015. Outside of her advisory role, she serves as a Notary Public. 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 methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.

Jack Donovan is a financial advisor at Stifel with four years of industry experience. He holds the Series 66 designation and previously worked at American Century Investment Services, Inc. Outside of his advisory role, he is involved with Embrace the Grape, a business he has been affiliated with since 2022. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Mark Myers is a financial advisor with Stifel in Chicago, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel since 2015. 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 employs a proprietary investment methodology developed by its Investment Strategy Group, which focuses on asset allocation and planning analyses to support client decision-making.

Edward Villanyi is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 2009 to 2022. Outside of his advisory role, Villanyi serves as a board member of the Geist Lake Coalition, coordinating education and stewardship activities for the lake. Stifel serves a broad 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.

Hal Johnson III is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2006. He holds Series 63 and Series 66 licenses and is based in Nashville, TN. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analytical guidance intended as a basis for client decisions.

John Fleenor IV is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has worked with Stifel Nicolaus & Co., Inc. since 2010 and Stifel Independent Advisors, LLC since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group. The firm provides fee-based financial planning and emphasizes discretionary client decision-making in its implementation process.

Lawrence Feldmesser is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Lynn Friend is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2004. Outside of his advisory role, Lynn works as a key carrier and managing store employee at TJ Maxx in Sarasota, FL, and holds a Florida notary commission. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Todd Metcalf is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously at B.C. Ziegler and Company from 2016 to 2018. Outside of his advisory role, he volunteers as a soccer coach at Oconomowoc High School during the spring season. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, 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.

Mary Weiss is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. She has previously worked at Charles Schwab, Wells Fargo Advisors, and UniGroup. Prior to her financial services career, she was employed at Maryville University and Nerinx Hall High School. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment approach relies 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.

Gerald O'hara is a CFA® with 20 years of experience in the financial industry, currently advising at Stifel since 2025. Prior to joining Stifel, he spent 15 years with Jefferies Research Services LLC and Jefferies & Co. He serves as an advisor to the Investment Committee of the Northern California Golf Association and is a member of the Board Nominating Committee at The Olympic Club, participating in governance and financial oversight. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Eric Dennett is a financial advisor with Stifel in Washington, DC, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.