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Edwin T

Series 63, Series 65

Portland, OR

STIFEL

Edwin Turnquist is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for D.A. Davidson & Co. for 11 years before joining Stifel in 2024. Outside of advisory work, he manages Turnquist Hospitality, LLC, overseeing hotel operations, and serves as a general partner in Turnery Properties I, LLLP, which operates a hotel in Minneapolis. 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.

General retirement planning Income planning
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Vito B

Series 66

Ramsey, NJ

STIFEL

Vito Bianco is a financial advisor at Stifel with 22 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and public entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Barth R

Series 63, Series 65

Grand Rapids, MI

STIFEL

Barth Roberts is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 1989. Outside of his advisory work, he serves as the School Board President for Hope Academy of West Michigan, a charter school in Grand Rapids. 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 through its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

General retirement planning Income planning
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Lamberth R

Series 63

Hackensack, NJ

STIFEL

Lamberth Reyes is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. 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 inform asset allocation and financial planning analyses.

General retirement planning Income planning
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Kelly A

CFP®, Series 66

Clayton, MO

STIFEL

Kelly Andrews is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, Andrews worked at Southeastern Grocers and Schnucks. He holds a Series 66 license and is based in Clayton, MO. 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 supported by proprietary analysis using forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Clay E

Series 63, Series 66

Roseville, CA

STIFEL

Clay Evans is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2009. His prior experience includes positions at Wells Fargo Investments, A. G. Edwards & Sons, and Charles Schwab. Stifel serves a diverse client base, including individuals, institutional investors, and nonprofit entities, offering both brokerage and advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, which emphasizes forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Brett A

Series 63, Series 66

St. Louis, MO

STIFEL

Brett Abell is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Stifel in 2019, he worked at Wells Fargo Clearing and TD Ameritrade. Brett also spent time at Southern Illinois University Edwardsville both as a financial professional and in a related capacity. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Cole H

Series 66

Scottsdale, AZ

STIFEL

Cole Hanenburg is a financial advisor at Stifel in Scottsdale, AZ. He holds the Series 66 designation and has recent experience at Keurig Dr. Pepper, The Hershey Company, and Bank of America Merrill Lynch prior to joining Stifel in 2025. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Daniel F

Series 66

Wayzata, MN

STIFEL

Daniel Fritz is a financial advisor at Stifel with 23 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2006. Fritz serves on the Board of Directors for the University of Minnesota Fraternity Purchasing Association, advising student leaders. 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 from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

General retirement planning Income planning
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Jeremy D

CFP®, Series 66

Galesburg, IL

STIFEL

Jeremy Downin is a CFP® professional with 14 years of industry experience, currently advising clients at Stifel since 2023. His previous roles include positions at Edward Jones, Bank of America, Merrill, and Water Street Solutions. Outside of his advisory work, he serves as a board member for Galesburg Christian School and leads the security team at The Remnant Bible Church in Galesburg, IL. 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.

General retirement planning Income planning
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Karthik R

Series 66

Indianapolis, IN

STIFEL

Karthik Raghupathy is a financial advisor at Stifel with 10 years of industry experience and holds a Series 66 designation. He previously worked at Stifel Nicolaus & Company, Incorporated for eight years and at Sapient Capital LLC for one year. He is a founding board member of the TiE Indiana Chapter, an organization focused on fostering a community for local entrepreneurs. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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James K

Series 66

St. Simons Island, GA

STIFEL

James Knox is a financial advisor at Stifel with two years of industry experience and a Series 66 credential. Prior to joining Stifel in 2025, he worked at Raymond James & Associates and has a background in sports marketing with Sportfive and Lagardere Sports. He serves as president of the Hamilton Landing Homeowners Association in St. Simons Island, GA. Stifel serves a broad 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 and provides a variety of financial planning and asset allocation services.

General retirement planning Income planning
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Beverly A

Series 63, Series 66

Valdosta, GA

STIFEL

Beverly Avera is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2010. Beverly holds Series 63 and Series 66 designations and is also a commissioned notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Scott M

Series 66

Morristown, NJ

STIFEL

Scott Mack is a financial advisor with Stifel, holding a Series 66 designation and 23 years of industry experience. He has been with Stifel since 2007. 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 utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses based on forward-looking capital market assumptions.

General retirement planning Income planning
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Christine M

Series 66

Owosso, MI

STIFEL

Christine Mueller is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2020 before joining Stifel Nicolaus & Co. Inc. in 2020. 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.

General retirement planning Income planning
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Sean W

Series 66

Greenwood Village, CO

STIFEL

Sean Willitts is a financial advisor with Stifel, holding a Series 66 credential and one year of industry experience. Prior to joining Stifel, he worked at Equitable Advisors and has held various positions in education and banking. 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 proprietary analysis and allocation guidance developed by its Investment Strategy Group.

General retirement planning Income planning
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Robert J

Series 66

Abilene, TX

STIFEL

Robert Johnson is a financial advisor at Stifel in Abilene, TX, holding a Series 66 designation and beginning his advisory career in 2023. Prior to his role at Stifel, he has experience working at Hardin-Simmons University and Abilene High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services based on proprietary investment methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Chet E

Series 63, Series 66

Clayton, MO

STIFEL

Chet Eisenmayer is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following two years at TD Ameritrade and five years at Panera. He also serves as a notary in Ballwin, MO. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

General retirement planning Income planning
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Allie U

Series 63, Series 65

Sioux Falls, SD

STIFEL

Allie Underberg is a financial advisor with Stifel in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. Outside of her advisory role, she is also commissioned as a notary. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipalities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Andrew S

Series 63, Series 65

New York, NY

STIFEL

Andrew Scheier is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a board member for Larchmont-Mamaroneck Little League, where he helps organize baseball teams and clinics. 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 a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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