Mary Ann Hall is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and held roles at Auburn University’s Harbert College of Business. 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 allocation methodologies developed by its Investment Strategy Group.

Chauncey Pegram III is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Citigroup Global Markets. He has been with Stifel Nicolaus & Co Inc since 2019. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, 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.

Lauren Cheung is a financial advisor at Stifel with 13 years of industry experience, including 11 years at Stifel. She holds Series 63 and Series 66 licenses and is based in Irvine, CA. Outside of her advisory role, she serves as Assistant Treasurer for the Northwood Choral Music Boosters, a volunteer organization supporting choral music at Northwood High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on proprietary analysis from the Investment Strategy Group, providing asset allocation and planning guidance intended to assist client decision-making.

Ana Infante is a financial advisor at Stifel in Dallas, TX, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, supporting client decisions through asset allocation and planning analyses.

Bradley Beckmann is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has been with Stifel since 2016. Prior to his current role, he worked at Lindenwood University from 2011 to 2017. 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 a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Nicholas Mc Coy is a CFP® with four years of industry experience, currently serving as a financial advisor at Stifel since 2021. Prior to joining Stifel, he worked for the Los Angeles Angels for five years. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Karson Nance is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. He has previously worked at LPL Financial LLC and founded Dead Run Enterprises LLC, a retail and wholesale business specializing in boots, leather accessories, and denim apparel. Nance also serves on the board of the Lubbock Christian University Foundation. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kevin Walls is a financial advisor at Stifel with 16 years of industry experience. He has held his position at Stifel Nicolaus & Co Inc since 2015. Walls holds Series 63 and Series 66 designations and is based in Greenville, DE. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

David Kaminsky is a financial advisor at Stifel with Series 63 and Series 65 licenses and 47 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Lux is a financial advisor at Stifel with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Stifel Independent Advisors, LLC, Rise on 9th, Etched in Stone, and the University of Missouri. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and supports client decision-making across various asset allocation and retirement planning needs.

Guy Richardson is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities, 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 to inform asset allocation and financial planning analyses.

Rebecca Earwood Grant is a financial advisor with Stifel in Houston, Texas, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, Inc and B. Riley Wealth Management. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing 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 guide asset allocation and financial planning.

Michael Rhodes is a financial advisor at Stifel with 31 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2009. Rhodes holds Series 63 and Series 65 licenses. 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 methodology from its Investment Strategy Group to guide asset allocation and planning, offering fee-based financial planning typically on an episodic basis.

Monte Custer is a financial advisor at Stifel with 51 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2009. Custer holds the Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering 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, supporting client decision-making without guaranteeing outcomes.

John Mayer is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Barry Gangwer is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology through its Investment Strategy Group to provide forward-looking capital market analysis and asset allocation guidance.

Paul Moceri is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, N.A. He also serves as a trustee for a family trust. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

John Klaus is a Series 66-licensed financial advisor with Stifel Nicolaus & Co. Inc. in St. Louis, Missouri, where he has worked since 2005. He has 22 years of industry experience. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Deborah Rossi is a financial advisor at Stifel with 37 years of industry experience. She has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the board of the Work Training Center, which supports developmentally disabled clients. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and capital market models developed by its Investment Strategy Group.

William Carson Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 43 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 nonprofit entities, offering both 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 to support asset allocation and financial planning analyses.