Gary Phelps is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, Banc of America Investment Services, and LaSalle Financial Services. In addition to his advisory work, he is a notary public who notarizes documents for clients. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which support client decision-making.

Andrew Foucault is a financial advisor with Stifel in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Stifel since 2009 and previously was with UBS Financial Services and Piper Jaffray Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Maryanne Eckels is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2009, following a prior role at Painewebber Incorporated. Outside of her advisory role, she serves as a Trustee of the Endowment for the Boy Scouts of America Westmoreland Fayette Council. Stifel provides a range of brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, offering clients analysis and guidance across asset allocation, retirement, insurance, and estate planning.

Stephen Wasserman is a financial advisor at Stifel with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 1988. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Barry Compton is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009, previously working at UBS Financial Services starting in 2001. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies. The firm provides both episodic fee-based financial planning and services related to private funds, pooled vehicles, and municipal market activities.

Armen Salbashian is a financial advisor at Stifel in New York, NY, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2015. 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 methodologies developed by its Investment Strategy Group.

Kevin Vogel is a financial advisor with Stifel in Savannah, GA, holding a Series 66 credential and eight years of industry experience. He has been with Stifel since 2018 and previously worked for Wild Wing Cafe for three years. Vogel serves on the Regional Advisory Board for the Girl Scouts of Historic Georgia. Stifel serves a broad range of clients, including individuals, institutional accounts, charitable organizations, and municipal entities, offering brokerage and investment advisory services focused on fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

Lloyd Pompey is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus since 2008. The firm serves a wide 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.

Timothy Kertz is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2021. His prior roles include five years at Wells Fargo Clearing. Outside of his advisory work, he serves as president of the endowment committee and a board member for the Metropolitan Theatre of Saint 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 forward-looking capital market assumptions developed by its Investment Strategy Group.

Paul Dietz is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2017, following a decade at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Regina Kolkhorst is a financial advisor with Stifel in Dallas, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, Inc. and Fiduciary Financial Services Wealth Management. She is also a Texas Notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology for investment analysis and allocation guidance.

Jeffrey Haiken is a financial advisor at Stifel with 27 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Secretary and Board Member for the Jerome W Gratenstein Foundation, where he helps develop investment plans and vote on grants to charitable organizations. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

John Tillotson is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as a board member for the St. Paul Friend of Youth Foundation. 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 guidance developed by its Investment Strategy Group.

Timothy Johnson is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009 and holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and advisory services along with fee-based financial planning. The firm’s investment approach utilizes proprietary methodologies from its Investment Strategy Group to offer asset allocation and planning analyses intended to inform client decisions.

Michael Armon is a CFP® professional with 46 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a commissioner for both the North Idaho College Dormitory Housing Commission and the Lake City Development Corporation overseeing Coeur d'Alene's urban renewal district. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Daniel Martin is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. He is based in San Luis Obispo, CA. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Ellen Liss is a financial advisor at Stifel with 28 years of industry experience. She has been with Stifel, Nicolaus & Company Incorporated since 2002. Outside of her advisory role, she is involved with Forest Park Forever's Women's Committee, where she helps plan an annual fundraiser. 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 proprietary capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Michael Lawyer is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 39 years of industry experience. Prior to joining Stifel in 2024, he worked at D.A. Davidson & Co. for 14 years and held various roles at Morgan Stanley from 2003 to 2010. He serves as Vice President of the Pilgrim Lutheran Christian School Foundation, where he is involved in fundraising, marketing, and determining disbursement of funds for tuition assistance. 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 methodology developed by its Investment Strategy Group.

Mike Yother is a financial advisor with Stifel in Cookeville, Tennessee, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies from its Investment Strategy Group.

Thomas Adams is a financial advisor with Stifel, holding a Series 63 designation and 49 years of industry experience. He has been with Stifel since 2007. 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 utilizes a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.