Brian Zirkle 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 & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning.

Norman Nicolson is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Outside of his advisory role, he is a minority owner of a family property in Chapman, Alabama. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, providing 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.

Brent Gilmore is a financial advisor with Stifel in Waterloo, IA, holding a Series 66 designation and possessing 22 years of industry experience. He has been with Stifel since 2009. Outside of his advisory work, he serves as a voting board member for the Cedar Valley Irish Cultural Association, involved in operations for the annual Iowa Irish Fest. 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 provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Sydney Young is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, Young worked at Young Hanks and Hanks CPAs PA from 2017 to 2024 and Robinson Hanks Young and Roberts PA from 2009 to 2017. Outside of finance, Young serves as a board member of Loveland Living Inc., an organization supporting adults with intellectual and developmental disabilities. Stifel serves a diverse client base including individuals, institutions, and municipalities, providing brokerage and investment advisory services. The firm employs a proprietary analytical methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Steven Jackson is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing. 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 strategy methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Christopher Williams is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus since 2019. His prior experience includes roles at Sun Valley Company and Becker, Chambers & Co., PA. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both 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.

David Palagi is a financial advisor at Stifel with 43 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2009 and previously worked at Citigroup Global Markets from 1994 to 2009. Palagi holds Series 63 and Series 65 designations. 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.

Ashlee Ashlock is a financial advisor with Stifel and holds the Series 66 designation. She has 10 years of industry experience, including roles at Bank of America and Merrill prior to joining Stifel in 2018. Ashlock serves on the board of the Orangewood Foundation, which supports foster youth and homeless children. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Michael Pascarella is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years before joining Stifel Nicolaus & Co. Inc in 2019. Outside of his advisory role, he serves as a director of the Kinzua Brown Trout Club, where he is involved in fundraising to support brown trout stocking. Stifel serves a broad 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 analysis and probabilistic modeling developed by its Investment Strategy Group.

Daniel Long is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a two-year period at UBS Financial Services. Stifel serves a broad clientele, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Bell is a financial advisor with Stifel in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at UBS Financial Services from 2006 to 2018 before joining Stifel in 2018. Outside of his advisory role, Bell serves as Treasurer of the Barons of Bacchus, an organization of past presidents of LeCercle de Bacchus, and is President of the Sigma Chi Chapter Advisory Board at Louisiana State University. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services that incorporate proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Edward Abbey Jr. is a financial advisor at Stifel with 51 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Lima, Ohio. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Mark Rogo is a financial advisor at Stifel with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation, retirement, insurance, and estate planning analyses.

James Head is a financial advisor at Stifel with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Stifel in 2025, he worked at several firms including Sea Island Company, Northwestern Mutual, and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he has worked in the hospitality industry as a valet and bellman for a hotel and resort. Stifel serves a wide range of clients 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. The firm also provides fee-based financial planning and engages in municipal market activities alongside affiliated trust companies and banks.

Matthew Hogan is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He is based in Rochester, MN, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Hogan participates in community finance activities, including serving on the finance committee for the Rochester Senior Citizens Center and as a member of the finance council for the Church of St. John. Stifel serves a diverse client base, including individual, institutional, and charitable clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

George Schuler is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Outside of his advisory role, Schuler serves as President of the Sherwood Improvement District in Topeka, Kansas, where he oversees funding and maintenance for local roads and water systems. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jay Berg is a financial advisor with Stifel in Mankato, MN, holding a Series 66 designation and with one year of industry experience. Prior to joining Stifel in 2023, he worked for eight years at Minnesota Valley Federal Credit Union. He is also a licensed public notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Robert Milstein is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hartfield, Titus & Donnelly, LLC for eight years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and financial planning analyses that support client decision-making.

Jonathan Montgomery is a Series 66-licensed financial advisor with 18 years of industry experience, currently practicing at Stifel Nicolaus & Co Inc since 2020. Prior to joining Stifel, he worked at Wells Fargo Clearing from 2016 to 2020. He is based in McAllen, TX. Stifel serves a wide range of clients including individual, institutional, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Antony Close is a financial advisor at Stifel with 21 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, 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.