Alan Plotkin is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds a Series 63 designation. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

Richard Zuckerman is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2007, following prior roles at Ryan Beck & Co., PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. 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.

Robert Anthony is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2025, he worked at B. Riley Wealth Advisors and B. Riley Wealth Management from 2020 to 2025, and at J.P. Morgan Securities from 2012 to 2020. Stifel serves a broad client base including individuals, institutional clients, and nonprofits, providing both brokerage and investment advisory services. Its investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Tom Awadalla is a CFP®-designated financial advisor with 17 years of industry experience, currently with Stifel Nicolaus & Co Inc since 2019. He previously worked at UBS Financial Services from 2011 to 2019. Stifel serves a broad range of clients 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.

David Rode is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2006 and holds Series 63 and Series 65 licenses. 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 analysis employs a proprietary methodology developed by its Investment Strategy Group that provides asset allocation and planning guidance based on forward-looking capital market assumptions.

Howard Struble is a financial advisor at Stifel with 60 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves as a board member of the Porter County Airport. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

Robert Bacskai Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and advisory services. Its investment approach relies on proprietary methodologies developed by its Investment Strategy Group that use forward-looking capital market assumptions and probabilistic modeling.

Timothy Bressers is a Certified Financial Planner (CFP®) with 38 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, 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 to guide asset allocation and financial planning decisions.

Michelle Scarcelli is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2021. Her previous roles include positions at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and various organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Barbara Howard is a financial advisor at Stifel with 17 years of industry experience. She holds the Series 66 designation and has been with Stifel since 2009. Outside of her advisory work, she is involved with The Justin R Howard Memorial Fund, which provides micro grants to youth and young adults in sports and academics. 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 allocation methodologies.

Frederick Ridgway Jr. is a financial advisor with Stifel, holding a Series 66 designation and 28 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipalities, 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 for asset allocation and planning analyses.

Susan Young is a financial advisor at Stifel in Portland, OR, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel for multiple periods since 2017, as well as at DA Davidson and Extended Travel. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

John Westbee is a financial advisor at Stifel with 34 years of industry experience. He has held positions at Stifel since 2009, following ten years at Piper Sandler & Co. and three years at UBS Financial Services. Outside of his advisory role, he serves as a board member for Riverstone Church, a Christian nonprofit organization in Bismarck, ND. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Walls is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Based in Greenville, DE, he provides financial advisory services through Stifel. 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 guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Malcolm Keers Sr. is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and governmental entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology from its Investment Strategy Group, providing asset allocation and planning analyses to assist client decision-making.

Jasmine Hutson is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has worked at Stifel, Nicolaus & Co. since 2016. Prior to her current tenure, she was involved with Fast Fitness Boot Camp for one year. Stifel serves a diverse client base 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 to support asset allocation and financial planning.

Stephen Knudson is a CERTIFIED FINANCIAL PLANNER™ professional with 32 years of experience, currently with Stifel Nicolaus & Co Inc in Billings, MT since 2013. He serves on the Board of Directors and the Endowment Board for the Boys & Girls Clubs of Yellowstone County. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Larry Harteck is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2012. 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 guide asset allocation and planning decisions.

Jennifer Doherty Reilly is a financial advisor at Stifel with nine years of industry experience. She holds Series 63, Series 65, and Series 66 designations. In addition to her advisory role, she has been involved with Reilly Signature Homes, LLC since 2010. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Lisa Peterson is a financial advisor at Stifel with 20 years of industry experience, having been with the firm since 2006. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a member of Larson & Lammers LLC, an entity unrelated to investment activities. Stifel serves a diverse range of clients including individuals, institutions, 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 planning analyses used as a basis for client decisions.