Robert Johnson is a financial advisor at Stifel in Abilene, TX, holding a Series 66 designation and beginning his advisory career in 2023. Prior to his role at Stifel, he has experience working at Hardin-Simmons University and Abilene High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services based on proprietary investment methodologies developed by its Investment Strategy Group.

Geoffrey Gilbert is a financial advisor at Stifel with 41 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gilbert serves as a board member on the Volunteer Services Committee, assisting handicapped residents, and is involved with PAPA Missions, a medical charity organization. He is also the president of the Napa Cottages Home Owners Association. Stifel serves a diverse client base including individual investors, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning.

Donny Vogler is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America. Outside of his advisory role, Vogler owns and operates a family ranch in Abilene, Texas. Stifel serves a broad range of clients including individuals, institutional investors, and nonprofit organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a foundation for client decision-making.

Amy Edington is a financial advisor at Stifel with 16 years of industry experience. She holds the Series 66 credential and previously worked at Morgan Stanley Smith Barney for 11 years prior to joining Stifel in 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 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.

Elliott Gilbert is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and previously worked at Western Valuation and Consulting. Outside of his advisory role, he serves on the Golf Committee for Abilene YoungLife, assisting with planning and fundraising for their annual tournament. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients retaining discretion over implementation.

James Fellhauer is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following six years at Bank of America. Outside of his advisory role, he serves as secretary for White River Youth Camp, a youth church camp in Spur, Texas. Stifel serves a broad range of individual and institutional clients and provides brokerage and investment advisory services, including fee-based financial planning and recommendations of third-party advisers. 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.

John Wright is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Morgan Stanley in various roles. Outside of his advisory work, he co-owns a production company that supports his daughter's performing arts career. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering both brokerage and investment advisory services. The firm uses proprietary investment analysis and probabilistic modeling to support client decisions, providing a range of financial planning and advisory solutions.

Dale Johnson Jr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member of the Abilene Philharmonic Association and is president and part-owner of Abilene Archives & Security. Stifel serves a broad range of clients, including individuals and institutional investors, and offers brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

Mark Kappel is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2020. Prior to that, he spent five years with Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member overseeing the foundation of the Abilene Philharmonic. 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.

Bobby Lucas is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2020. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2020. Outside of his advisory role, he is President of the Kiwanis Club of Abilene, a nonprofit civic organization. Stifel serves a broad 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.

J'lynn Harvey is a financial advisor at Stifel in Abilene, TX, with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Morgan Stanley. Outside of her advisory role, she is a 24% partner in 160 Promotions, a retail and B2B promotional products business. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.