Clifford Bartlett III is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc since 2019, Wells Fargo Clearing from 2016 to 2018, and Morgan Stanley DW Inc. between 2002 and 2004. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology through its Investment Strategy Group to provide asset allocation and planning analyses, supporting client decision-making without guaranteeing implementation.

Joseph Depasqua is a financial advisor with Stifel in Daytona Beach, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he has a side activity in casting for movies through Frontrunner Casting. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Cory Lazart is a financial advisor at Stifel with 12 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus since 2013. Outside of his advisory role, he is an owner of MFOC, LLC, a rental property business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to inform asset allocation and planning analyses.

Michael Connors Jr. is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has been with Stifel Financial Corporation since 2015. Located in St. Louis, MO, his work is based within a large institutional firm. Stifel serves a diverse 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 to support asset allocation and financial planning decisions.

David Vollmar is a financial advisor with Stifel in West Bend, WI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Stifel since 2018 and previously worked at B.C. Ziegler and Company from 2014 to 2018. He also provides notary services to clients free of charge for certain paperwork, such as rollover and lost certificate documents. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipalities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Eric Schmittgens is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Stifel 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 asset allocation methodologies developed by its Investment Strategy Group.

Stuart Swift is a CFP®-designated financial advisor with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at UBS Financial Services, Inc. from 2017 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Jennifer Landers is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2014. Prior to that, she was with U.S. Bancorp Investments, Inc. for eight years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Steven Warner is a financial advisor with Stifel in Anderson, Indiana, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Michael Rosenthal is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 17 years and Overtime Angels, Inc. for nine years. Stifel serves a broad 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.

Kim Smith is a financial advisor with Stifel in Salem, OH, holding Series 63 and Series 65 licenses and 42 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she is involved with Ohio Valley Energy, receiving oil and gas royalties as a lessor. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Randall Minas is a CFP® with 50 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation from 2009 to 2017. He serves as president of the Minas Foundation, a nonprofit organization, and holds multiple board roles at Indiana State University, including membership on the Board of Trustees and its finance and investment committees. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jon Ondracek is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019. His prior experience includes tenures at Bank of America and Merrill from 2009 to 2019. Stifel serves a broad 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.

Jacqueline Wieland is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co. since 2014. Wieland serves on several boards, including as Chairman of the Dean's Advisory Board at the VA Tech Carilion School of Medicine and as a board member of the Institute of World Politics, as well as participating in nonprofit finance committees and foundations in the Greensboro area. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Marco Comichista is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Merrill and FEIC Business Equity Solutions. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary analysis and allocation methodologies developed by its Investment Strategy Group.

Grant Clark is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2024, previously spending 13 years at Bank of America and 25 years at Merrill. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Todd Hicks is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Stifel in 2019, he worked for Morgan Stanley Private Bank. He serves on the board of the SOR Cincinnati Area Foundation, which raises funds to support economically disadvantaged children’s education. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. Its investment approach utilizes proprietary methodologies from the Investment Strategy Group to provide asset allocation and financial planning guidance.

Matthew Shepley is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, he worked for six years at Smart Lighting Solutions and fifteen years at Don Blackburn and Associates. He holds a Series 66 designation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Bhavna Singh is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Key Bank from 2020 to 2023. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Werdesheim is a financial advisor at Stifel with 37 years of industry experience. He holds a Series 63 designation and previously worked at Oppenheimer for 22 years. He is a partner in Shadow Ranch Partners, a private investment partnership. 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 that provides asset allocation and financial planning guidance using forward-looking capital market assumptions.