Michael Linse is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2011. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, offering analysis and allocation guidance for financial planning and asset management.

Robert Barcellona Jr. is a financial advisor at Stifel with 16 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services such as fee-based financial planning and third-party adviser recommendations. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Erin Sautter is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She previously worked at RBC Wealth Management and Bankers Life. Outside of her advisory role, she serves as a board member for the Crittenton Center, a child welfare organization, and is a co-owner of Frosted, a cupcake and cake business. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Richard Miller is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with two years of industry experience. He previously worked at Keefe Bruyette & Woods Inc. and spent 14 years at Hollywood Casino St. Louis. 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 developed by its Investment Strategy Group.

Amy Dosier is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2010. Amy is based in Newport Beach, CA. 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 to provide asset allocation and planning analyses.

Diane South is a financial advisor at Stifel in Indianapolis, IN, with 24 years of industry experience. She holds Series 63 and Series 66 designations and worked at City Securities Corporation from 2002 to 2017 before joining Stifel, where she has been since 2017. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses that serve as a basis for client decisions.

Rhonda Smith is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RBC Capital Markets LLC. Outside of her advisory role, she is co-owner of a general contracting company. Stifel serves a broad 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 provide asset allocation and financial planning analyses.

John Herman is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He has been with Stifel since 2020. 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 asset allocation methodologies.

Michael Feder is a financial advisor at Stifel with Series 63 and Series 65 credentials and 57 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, 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 guide asset allocation and financial planning.

William Moore Jr. is a financial advisor at Stifel with Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Stifel since 2015. Moore serves on the board of the Church Street Graveyard Foundation, where he assists with fundraising and maintenance activities. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm’s investment approach employs a proprietary methodology from its Investment Strategy Group to support asset allocation and financial planning decisions.

Melissa Hines is a financial advisor with Stifel in Oklahoma City, holding a Series 63 designation and bringing 22 years of industry experience. She has worked at Stifel Nicolaus & Co. Inc. since 2018 and previously spent six years at Wells Fargo Clearing. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services with a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group.

John Lisowski is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007, following two years at Ryan Beck & Co. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology from its Investment Strategy Group. The firm provides fee-based financial planning and operates alongside affiliated trust companies and banks.

Jack Key IV is a Series 66 credentialed advisor at Stifel with one year of industry experience. Prior to joining Stifel, he worked for seven years at Young Life. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Sara Vinson is a financial advisor at Stifel with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Cetera Advisor Networks, Voya Financial Advisors, and JPMorgan Chase Bank. Stifel serves a broad 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, providing clients with data-driven asset allocation and planning analyses.

Scott Hall is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 18 years of experience in the financial industry. He has worked at Stifel since 2026 and previously held roles at Jefferies Investment Advisers, Jefferies Insurance Brokerage, and Jefferies LLC from 2013 to 2026. Outside of his advisory work, he serves as a board member for the Kindness Creators Intergenerational Montessori School, a nonprofit organization. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and various specialized services, while clients retain discretion over implementation and account monitoring.

Thomas Crabtree is a financial advisor at Stifel in St. Louis, MO, holding the Series 66 designation with 22 years of industry experience. He has been with Stifel Nicolaus since 2008. 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 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.

Ashley Doyle is a Series 66-licensed financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2026, Doyle worked at RBC Capital Markets and Northwestern Mutual Investment Services. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Mccarthy Jr. is a CFP®-certified financial advisor with 37 years of industry experience, currently practicing at Stifel in Atlanta, GA. Prior to joining Stifel, he worked at Truist Advisory Services and Bb&T Securities. He serves as a board member of the Fulton County Employees Retirement System Retiree Pension Board and is a member of the golf committee at Brookfield Country Club. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Steven Friese is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and previously worked at AgQuest Financial Services, Inc. for seven years. He is also a notary public in Minnesota. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering 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.

Robert Goddard III is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stifel since 2011. Outside of his advisory role, he serves as a board member and chair of the House Committee for the Lowndes Valdosta Arts Commission, a nonprofit arts organization, and advises a local business that sells sugared jalapeno peppers. Stifel serves a broad range of clients including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.