Thomas Gerger is a financial advisor at Stifel with 52 years of industry experience. He has been with Stifel since 2012 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology for asset allocation and planning, providing clients with analysis to support their decision-making.

Ronald Oliver Jr. is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing 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.

Bradley Richardson is a financial advisor at Stifel with 13 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2009. 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 guidance is based on a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Kevin Monton is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017. Prior to that, he spent 20 years at Charles Schwab and Charles Schwab Bank. Stifel serves a broad 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 that incorporates forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Lynda Leibrand Rux is a financial advisor at Stifel in Billings, MT, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at First Interstate Bank, Jeff Boyd State Farm Insurance Company, Farm Bureau Financial Services, and Edward Jones Investments. She has also served as a Notary Public for the State of Montana. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Michele Behling is a CFP®-certified financial advisor with Stifel, located in Blue Ash, OH, and has 16 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Morgan Stanley and Citigroup Global Markets. Outside of advisory work, she owns and designs products for an online clothing and home goods business called CheleAllaModa. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and wrap programs. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

James Behrendt is a financial advisor with Stifel in Bismarck, ND, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Piper Jaffray Inc. since 1994, UBS Financial Services from 2006 to 2009, and Stifel since 2009. 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 provide asset allocation and planning analyses.

Peter Nicoletti is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory work, Nicoletti serves as Chairman of the Board of Opportunity Early Learning and Family Center, a pre-school for working families, and is involved with The Tuscawilla Club in Palm Beach, where he is a Board Member and will serve as President in 2026. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning.

Neil Hattem is a financial advisor with Stifel in Los Angeles, CA, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Stifel since 2012. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Lori Vorwerk is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Stifel in 2025, she worked at UBS from 2017 to 2025, Morgan Stanley Smith Barney from 2008 to 2017, and UBS Financial Services from 1991 to 2004. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Christopher Koertge is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Scottrade Investment Management. Outside of advising, he occasionally takes on freelance graphic design projects. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies.

Roman Meyerhans is a financial advisor at Stifel with 24 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Raymond James & Associates, Deutsche Bank Securities Inc., Barclays Capital Inc., and Lehman Brothers Inc. Meyerhans joined Stifel in 2023. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is supported by proprietary methodology developed by the Stifel Investment Strategy Group, which focuses on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Stephen Barbera is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 14 years before joining Stifel in 2021. Barbera serves as a board member and volunteer for The Bedford Village Chowder & Marching Club, a nonprofit organization that raises funds for underprivileged children. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jon Broden is a financial advisor at Stifel with the Series 66 designation and one year of industry experience. Prior to joining Stifel in 2025, he worked for nine years at Berkshire Hathaway HomeServices Family Realty. He has served as Past President and currently sits on the board of directors of the Grand Forks Area Association of Realtors. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering both brokerage and investment advisory services. The firm’s investment analysis and allocation guidance are based on a proprietary methodology developed by its Investment Strategy Group, providing clients with data-driven planning tools across various financial areas.

Thomas Nagel is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel, Nicolaus & Company, Incorporated since 2009. Outside of his advisory role, he is involved in agricultural activities, managing a family farm that raises various livestock and produces garden goods, and serves on the board of directors for the Catholic Foundation of Western North Dakota. 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 through its Investment Strategy Group, providing analysis and guidance used as a foundation for client decisions.

Alexander Hancock is a CFP®-certified financial advisor at Stifel with 14 years of industry experience. He previously worked at Ameriprise and Mass Mutual in various advisory and insurance roles. Hancock is involved with Hancock Holding LLC, a venture occasionally engaging in real estate activities. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jamie Morrow is a financial advisor at Stifel with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets, Raymond James & Associates, and Midland States Bank. 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 relies on proprietary methodologies developed by its Investment Strategy Group, providing analytical support for asset allocation and financial planning.

David Cornet is a financial advisor at Stifel with 30 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2005. Cornet serves as a board member of Bank of Magnolia and participates in the investment review committee of the Stark Community Foundation. 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 developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Cheri Jones is a financial advisor at Stifel with 24 years of industry experience. She has held positions at Stifel since 2017 and previously worked at City Securities Corporation from 2009 to 2017. Jones holds Series 63 and Series 66 licenses and serves clients from Zionsville, Indiana. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

Wyatt Farmer is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus since 2015. Stifel serves a diverse 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.