Joseph Hanna is a financial advisor at Stifel with Series 63 and Series 65 designations and 38 years of industry experience. He has been with Stifel since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.

Julia Heine is a Series 66-licensed financial advisor at Stifel with two years of industry experience. Her prior work includes roles at Manayunk Brewing Company and 2/13 Strategic Partners, among others. Stifel serves a broad range of clients, including individuals, institutional entities, 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.

Geronimo Barral is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Associated Energy Group, The Clorox Company, Babson College, and MAST Academy. Stifel serves a broad 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.

Deven Pauls is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Stifel in 2024, he worked at Charles Schwab. Stifel serves a wide 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.

Eric Conover is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018, following two years at Wells Fargo Clearing. Based in Quincy, Illinois, his background includes extensive experience in brokerage and investment advisory services. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services with investment guidance based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses to support client decision-making.

Steven Seiler 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 five years at Wells Fargo Clearing. 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.

Brendan Lough is a financial advisor at Stifel in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel, he worked at Northwestern Mutual in various capacities and spent two years at Marwood Group. 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 forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Michael Long is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Stifel Nicolaus & Co. In addition to his advisory work, Long serves on several non-investment-related boards, including a homeowners association, a country club finance committee, and a church endowment fund. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Timothy Howard is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Stifel Nicolaus since 2013, based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joseph Vaughan Jr. is a CFP® professional with 25 years of industry experience, currently serving at Stifel since 2017. He previously worked at Wells Fargo Clearing for one year. Vaughan is involved with the Patriot Foundation, a nonprofit providing scholarships to families of servicemembers affected by the Global War on Terrorism, where he holds roles as Vice President of Compliance and Treasurer. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mark Sullivan is a financial advisor with Stifel in Gainesville, FL, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior firms include Morgan Stanley Private Bank, where he worked from 2015 to 2017, before joining Stifel Nicolaus & Co Inc in 2017. Outside of financial advising, he is involved in farming through Sullivan Farms, LLC, which focuses on cattle and hay sales, and serves as president of multiple homeowners associations. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Joshua Griener Hickey is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones, Amazon, and S.A.S Retail Services. 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.

Zachary Williams is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Stifel since 2019, following previous roles at Bank of America and Merrill Lynch. 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.

Herbert Buchbinder is a financial advisor at Stifel with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he is the managing partner of BFI LLC, a family limited partnership used for estate planning purposes. Stifel serves a diverse client base 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.

James Dixon III is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, Dixon serves as a board member for the Carriage Place Condominium Owners Association, a nonprofit homeowners association. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach includes proprietary capital market modeling developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Shawn Kinney is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Stifel and has previously worked at Ameriprise, Edward Jones, Stifel Nicolaus & Co Inc, Wells Fargo Advisors, and A. G. Edwards & Sons, Inc. 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 methodologies developed by its Investment Strategy Group, providing forward-looking analysis and asset allocation guidance.

Jerry Hong is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 40 years of industry experience. He previously worked at D.A. Davidson & Co. for 13 years before joining Stifel Nicolaus & Co. Inc. in 2021. Hong serves on the board of Title Financial Corporation, a company providing title and escrow services. 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 uses proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Thomas Stitely is a financial advisor at Stifel with a Series 66 designation and over ten years of experience in the financial services industry. His prior experience includes roles at Bank of America Merrill, Ameris Bank, South Georgia Banking Company, and Bayshore Mortgage Funding. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses for its clients.

Elliot Treece is a financial advisor with Stifel in Paducah, KY, holding a Series 66 designation and 13 years of industry experience. Prior to joining Stifel in 2018, he spent six years with Edward Jones. Outside of his advisory role, he owns West Kentucky Tennis, a tennis racquet stringing business. 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.

Brian Austalosh is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Avrem Technology. He attended Youngstown State University from 2012 to 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, 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.