David Born is a Certified Financial Planner (CFP®) with 41 years of industry experience, currently serving as a financial advisor at Stifel, Nicolaus & Co., Inc. since 2001. He holds Series 63 and Series 65 licenses and is based in Golden Valley, Minnesota. 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 financial planning analyses intended to inform client decisions.

Charles Galli is a CFP®-certified financial advisor with Stifel, based in Frontenac, MO, and has 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Galli serves on the Board of Directors for the Saint Louis University Billiken Club, where he helps organize fundraising events for the university's athletic department. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Wilson Andress is a financial advisor at Stifel with a Series 66 designation and recent industry experience beginning in 2025. Prior to joining Stifel, he operated Andress Golf LLC and has an educational background from Georgia Southern University. 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 through its Investment Strategy Group and provides a range of fee-based financial planning and allocation guidance.

Shane Schlemitz is a financial advisor at Stifel with Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at SLS Capital Partners and Robert W. Baird, and has experience in both business and academic roles including time at Indiana University’s Kelley School of Business. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Robert Voorhees is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc where he has worked since 2016. He is based in Newport Beach, California. Outside of his advisory role, Voorhees is a board member of Cantara, a company specializing in audio-video and smart home technology. Stifel serves a wide range of clients, including individuals and institutional investors, offering both brokerage and investment advisory services. The firm employs a proprietary investment analysis methodology developed by its Investment Strategy Group, providing asset allocation and planning services that support client decision-making.

George Thompson is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His work history includes time at the University of Georgia and Benedictine Military School prior to joining Stifel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Jeffrey Walzer is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Outside of his advisory role, he serves as vice president of CGW Corp., a real estate investment company. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services that utilize proprietary investment analysis and asset allocation methodologies.

Timothy Sumner is a financial advisor at Stifel with 22 years of industry experience. His background includes roles at Lloyds Securities, CTR Capital, Infinex Investments, and Ledyard National Bank. He holds Series 63 and Series 66 licenses. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary methodologies from its Investment Strategy Group.

Anthony Miller is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following six years at Raymond James & Associates. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Caroline Sharp is a financial advisor at Stifel with 15 years of industry experience. She holds the Series 66 credential and has worked at Stifel since 2012, following prior roles at Barclays Capital Inc. and Goldman Sachs Wealth Services. She serves as an MBA Program Advisory Board Member at the University of Oklahoma’s Gene Rainbolt Graduate School of Business, contributing to discussions on student recruitment, corporate engagement, and curriculum. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering both 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.

Jacob Armstrong is a CFA® charterholder affiliated with Stifel, where he has worked since 2021 in both their European and U.S. offices. His background includes experience at Commerzbank AG and academic roles at the University of Nottingham and The King's School Grantham. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to inform clients' asset allocation and planning decisions.

Mark Ingram is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Stifel in Boston, MA. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, National Asset Management, and Winslow Wealth Management. He serves on the Finance and Investment Committee and the Board of The Shaw Fund for Mariners Children, a charitable organization supporting families of mariners in crisis. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning analyses.

Scott Baldwin is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Baldwin serves on the boards of Twin County United Way and Jackson’s Pay It Forward Foundation, organizations focused on community fundraising and support for children facing medical crises. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing analyses to support client decision-making across various financial planning areas.

Harold Uszerowicz is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing and Ryan Beck & Co. Outside of his advisory role, he is an amateur photographer. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lori Riffle is a financial advisor at Stifel with 30 years of industry experience. She holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2015. 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.

Tammy Warnicke is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including The Huntington Investment Company, Kushner & Company, VALIC Financial Advisor, Inc., Kellogg Community Credit Union, LPL Financial, Wells Fargo Clearing, and Merrill. 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 based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Barry Barr is a financial advisor with Stifel in Valdosta, GA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, Barr serves as an arbitrator for FINRA and is a member of the University of North Georgia Corps Advancement Council, assisting with philanthropic support for the Corps of Cadets. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

William Fitzgerald is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at John Graham and Associates, Inc. and Midwestern Securities Trading Company, LLC. 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 approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Scott Klein is a financial advisor at Stifel with 29 years of industry experience. He has held his current role since 2007 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing 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.

Randall Johnson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2014. He is based in Wichita, KS, and holds a Series 63 license. 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 that informs asset allocation and financial planning analyses.