Kimberly Morse is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. Outside of her advisory role, she is also a Notary Public. 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.

Paul Church is a CFP®-designated financial advisor with 40 years of industry experience. He is currently with Stifel Nicolaus & Co Inc, where he has worked since 2020. His prior experience includes positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Prudential Equity Group, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, 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.

Rachel Valenti is a financial advisor at Stifel with a Series 66 designation and no prior experience in the industry. Before joining Stifel in 2026, she spent several years in various roles at Ford Motor Company and Ford Motor Credit Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and guidance for asset allocation, retirement, insurance, and estate planning.

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.

Carol Albano is a financial advisor at Stifel with 25 years of industry experience. She holds the Series 66 designation and has been with Stifel since 2007. In addition to her advisory role, she is a notary who notarizes documents for clients. Stifel serves a broad range of clients 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.

Daniel Bottomley is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked at Wells Fargo Clearing from 2017 to 2020. Stifel serves a wide 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, which provides forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Stephen Bottomley is a financial advisor with Stifel in Anderson, Indiana, holding a Series 63 designation and bringing 41 years of industry experience. His prior work experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Stifel serves a diverse client base including individuals, high net worth clients, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning, providing clients with data-driven guidance without guaranteeing outcomes.