Simeon Mann is a financial advisor at Stifel with 16 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016 and holds a Series 66 designation. 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 guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Lee O'Rourke is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following 15 years at Merrill. 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 to provide asset allocation and planning analyses, supporting clients in their financial decision-making.

John Lawrence is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co since 2012. Outside of his advisory role, he is a one-third owner of EJL Holdings Inc, a real estate business. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Brooks Turner is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Troy University and McGarity's. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and other services designed to support client decision-making.

Christy Hornaday is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel since 2015. 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 relies on proprietary methodology from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Gaige De Shazer is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Coach X and Evergreen Homeloans and has a background that includes six years at Montana State University and four years at Sentinel High School. Outside of his advisory role, he works as an Uber driver on a part-time basis. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Quinten Daughtry is a financial advisor at Stifel in Rockford, IL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Associated Bank, Windsor Auto Sales, and Anderson Chrysler Dodge Jeep Ram. Outside of his financial advisory duties, he is involved as an owner and general operations manager of a real estate management entity. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary modeling and capital market assumptions developed by its Investment Strategy Group.

Bruce Cross is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2024, he worked at Outcomes and Wells Fargo Clearing. He serves as Finance Chairman and a voting member of the Church Council at Good Shepherd Lutheran Church. Stifel serves a diverse 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.

Jessica Morton is a financial advisor with Stifel in Frontenac, MO, holding a Series 66 designation and three years of industry experience. She has worked at Stifel Nicolaus since 2021 and previously spent nine years with Mercy Hospital. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Paul Cirigliano is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2015. The firm 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.

Tricia O Hearn is a Series 66-licensed financial advisor at Stifel with 19 years of industry experience, having been with the firm since 2005. She is based in Grand Rapids, MI, and also serves as a notary. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dennis Koleda is a Series 66-licensed financial advisor with three years of industry experience, currently with Stifel in Garden City, NY. Prior to joining Stifel in 2026, he held positions at Family Management Corporation, Family Management Securities, LLC, and Janney Montgomery Scott LLC. He has also worked in non-financial roles related to recovery and detox services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Lee is a CFP® with 42 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2015. He is based in Golden Valley, MN, and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thom Williams is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds a Series 63 designation. Stifel serves a broad 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, providing asset allocation and financial planning guidance that clients may use to make informed decisions.

Steven Brisgel is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co. since 2013. Stifel serves a diverse client base including individuals, institutions, and municipal 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, providing asset allocation and planning analyses that serve as a foundation for client decisions.

John Russell is a financial advisor at Stifel with 45 years of industry experience. He has been with Stifel since 1988. Outside of his advisory work, he serves on several cultural and healthcare boards in the St. Louis area, including the Regional Arts Commission and Opera Theatre St. Louis. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses intended to support client decisions.

Jeffrey Seton is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Michael Romanelli is a Certified Financial Planner (CFP®) at Stifel with 30 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. 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 proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Paul Lariviere is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc in New York. He has been with Stifel since 2016. Outside of his advisory role, he is a director at Vincimus Realty LLC, a real estate investment firm. Stifel serves a wide range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Robert Lewit is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at KBW, Villanova School of Business, and Muhlenberg College. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.