Kimberly Morse is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she serves as a Notary Public. 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 support client decision-making on asset allocation and financial planning.

Paul Church is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and nonprofit organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses, with clients maintaining discretion over implementation.

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 financial advisor at Stifel with eight years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes three years at Wells Fargo Clearing and six years at Stifel Nicolaus & Co Inc. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Stephen Bottomley is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.