Alicia Donahue is a Certified Financial Planner® (CFP®) with four years of industry experience. She is currently with Stifel and has previously worked at Janney Montgomery Scott and The Vanguard Group, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Leslie Shaw is a financial advisor at Stifel with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Stifel in 2017, she worked at City Securities Corporation from 2010 to 2017. Stifel serves a diverse client base 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, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Tobias Martyn is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2011. Martyn serves as Chairman of the Investment Committee and is a board member of Island Insurance, a property and casualty company based in Honolulu. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Kristi Jund is a financial advisor with Stifel, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Morgan Stanley Smith Barney. 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 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 planning analyses.

Brett Holland is a CFP® with 25 years of industry experience, currently serving at Stifel since 2007. He is based in Lebanon, PA, and holds a Series 66 designation. Outside of his advisory role, he serves on the boards of Lebanon Rescue Mission, a homeless and poverty rescue mission, and Lebanon Valley Bible Church. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services that include fee-based financial planning and model-driven investment analysis developed by its Investment Strategy Group.

Benjamin Walker III is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 designation. Outside of his advisory role, he serves on the board of directors for the Walker Family Cemetery, overseeing its maintenance. 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.

Amelia Pate is a Series 66-licensed financial advisor with STIFEL, based in Pensacola, FL. She has six years of industry experience, including five years at Huron Consulting - Studer Group before joining STIFEL in 2019. Outside of her advisory role, she is involved with The Society of the Debutante Charity Cotillion, serving on the ball and floral committee to support fundraising for educational and charitable purposes. 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 utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Larry Weddle is a financial advisor at Stifel in Chattanooga, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Larry Lehrman is a financial advisor with Stifel, holding a Series 63 designation and bringing 34 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Ameriprise Financial Services, Inc. from 2012 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing 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 guide asset allocation and financial planning.

Timm Schreiber is a financial advisor at Stifel with 25 years of industry experience and holds the Series 66 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves as a trustee for the Canfield Fair Foundation and the Western Reserve Village Foundation, and is a director and chairman of the Audit and Budget Committee for the Mahoning County Agriculture Society. 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.

Thomas Giordano is a CFP® with 43 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2009. He is based in Houston, TX, and holds a Series 63 license. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services grounded in proprietary investment analysis and asset allocation methodologies.

Samuel Fahsholtz is a CFP® and Series 66-licensed financial advisor with Stifel in Palm Desert, CA, where he has worked since 2015. He has 10 years of industry experience. 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 allocation methodologies.

Steven Luterbach is a financial advisor with Stifel in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at B. C. Ziegler and Company from 2010 to 2018 before joining Stifel. He serves on the advisory board for the UW-Whitewater Finance and Business Law Department, providing feedback on student presentations. 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 proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

John Olohan is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2012 to 2023. Stifel serves a diverse client base including individuals, institutional clients, 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 financial planning analyses.

Denise Williams is a financial advisor at Stifel with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following four years at Wunderlich Securities, Inc. She is also a commissioned notary in Conway, Arkansas. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Shelley Taylor Short is a financial advisor with Stifel in Columbia, MO, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Stifel Nicolaus since 2008 and previously spent 14 years at Woodcrest Chapel. Outside of her advisory role, she serves as a bookkeeper for the Money Maids Investment Club, providing monthly accounting reports. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs proprietary methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

Nora Semerjian is a Series 66-licensed advisor with Stifel, based in Long Beach, CA, and has 11 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously at Wells Fargo Clearing from 2016 to 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kenneth Lauranzano is a financial advisor at Stifel with 32 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also an owner of a rental property in Summerville, South Carolina. 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 incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking market assumptions and probabilistic modeling to support client asset allocation and planning decisions.

Kodiak Simpson is a financial advisor at Stifel with 7 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Neuberger Berman and other financial firms. Outside of his advisory role, he is involved with Fathletic Sports, Inc., a hybrid sports social media and collectibles business where he directs inventory organization and social media content. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Cory Hart is a financial advisor at Stifel with two years of industry experience and holds the Series 66 designation. His prior work includes roles at Raymond James Financial Services, Higginbotham, Insurors of Texas, and GIA Insurance. He serves as a board member for the Martinsville Henry County Chamber of Commerce. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.