Paul Orrson is a financial advisor at Stifel with 38 years of industry experience. He has been with Stifel since 2005 and holds a Series 63 designation. Outside of his advisory role, he serves as president and board member of the Orrson Family Foundation, a charitable organization. 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 for investment analysis and asset allocation developed by its Investment Strategy Group.

Richard Campbell is a financial advisor with Stifel in Valdosta, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he serves as a board member for the Back the Blue Foundation and works as a police officer for the Hahira Police Department. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Bianca Urdes is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following five years at UBS Financial Services Inc. and an additional twelve years at UBS Financial services. Stifel serves a broad client base 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.

Michael A Sabota is a financial advisor at Stifel with 49 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 38 years. He is based in Tyler, TX. 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 utilizes a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and financial planning based on forward-looking capital market assumptions and probabilistic modeling.

Thomas Yacovino is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Global Recruiters of Normal, COUNTRY Financial, and operated The Yacovino Group, LLC. He is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit entities, offering both brokerage and investment advisory services. The firm’s investment approach is supported by 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.

Robert Vanes is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2006 and holds a Series 63 license. Vanes serves on the Finance and Audit Committee of Catholic Charities Diocese of Youngstown and the Finance Committee of the Ursuline Sisters of Youngstown, advising on their organizational finances. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

Breanna Malin is a financial advisor at Stifel with 23 years of industry experience. She holds the Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of her advisory work, Malin serves as Vice President of the Winona Figure Skating Club and participates in leadership and advisory roles with local Methodist church committees. 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 support asset allocation and financial planning based on probabilistic modeling.

Kile Shafer is a financial advisor at Stifel with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel, he worked at Bank of America and Merrill. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services founded on a proprietary investment methodology developed by its Investment Strategy Group.

Lisa Abramson is a financial advisor at Stifel with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Stifel since 2007. Outside of her advisory role, she is involved in commercial real estate as a member of an LLC. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and fee-based 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 planning analyses.

Christopher Inglis is a CFP® with 41 years of industry experience, currently affiliated with Stifel since 2023. He previously worked at UBS Financial Services from 2013 to 2023. In addition to his financial advisory career, Inglis serves as a Planning Commissioner for the City of Clearlake and is treasurer and board member of the Rotary Club of Clear Lake, where he is involved in local community service activities. Stifel serves a broad 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.

Donna Campbell is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2009 to 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, 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.

Robert Beckmann Jr. is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Stifel since 2007. Based in St. Louis, MO, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Beckmann is involved in multiple farming operations and serves as a board member and investment committee participant for the Nubability Athletics Foundation, a nonprofit supporting sports camps for limb different children. 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 modeling developed by its Investment Strategy Group.

John Wolverton is a financial advisor with Stifel who holds a Series 63 designation and has 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He serves as a board member for the Christian Family Counseling Center in Lawton, Oklahoma, and is involved in managing an aviation LLC. 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 asset allocation methodologies developed by its Investment Strategy Group.

Tammy Baumgarten is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has worked previously at Bank of America Merrill Lynch and R Wine Cellar. Outside of finance, she has experience in the hospitality industry, including a role at Hyde Park Prime Steakhouse. Stifel serves a wide range of clients, including individuals, institutional investors, 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 to support asset allocation and financial planning.

David Golson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Merrill, and Morgan Stanley Dw Inc. 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 methodologies developed by its Investment Strategy Group.

Martin Ghafoori is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus since 2008 and holds the Series 66 designation. Outside of his advisory role, he is involved in several community organizations, including serving as Vice President of the Wentzville School District Foundation and as a board member for The BackStoppers Inc. of St. Charles County. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Capone is a financial advisor at Stifel with 51 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Zachary Evans is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2016. Outside of his advisory role, he serves as treasurer for the Lakeview Rotary Club, a volunteer organization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing clients with analyses and guidance to support their financial decisions.

Janet Stamato is a financial advisor at Stifel with 38 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work experience includes positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. 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 guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Paul Lang is a CFP® with eight years of industry experience. He is currently with Stifel and has previously worked at Federated Investment Counseling and PNC Bank. He is based in Pittsburgh, PA. Stifel serves a diverse clientele including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology from its Investment Strategy Group.