Colleen Boggess is a financial advisor at Stifel with Series 63 and Series 66 credentials and 24 years of industry experience. She has held prior roles at Raymond James Financial Services Advisors, Ameriprise Financial Services, and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Edward Ferguson is a financial advisor with Stifel in Athens, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Stifel in 2022. Outside of his advisory role, he serves as an emeritus board member at the UGA Terry College of Business, chairs a capital campaign committee for the Ga Beta SAE Fraternity, is a board member of the Athens Country Club, and holds a minority ownership and secretary position at a local men’s clothing store. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic fee-based financial planning and access to third-party advisers, emphasizing a range of services beyond typical institutional peers.

Richard Ferguson is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of experience in the industry. Prior to joining Stifel in 2022, he worked at Raymond James & Associates for nine years. Outside of his advisory role, he serves on the boards of Downtown Ministries and Athens Academy and is involved with the Jack O'Kelly Foundation, which focuses on drug awareness and education. Stifel serves a wide range of clients including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Fitzgerald Sr. is a financial advisor at Stifel with Series 63 and Series 65 designations and 41 years of industry experience. He joined Stifel in 2023 after seven years with Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Roy Roberts Jr. is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Stifel since 2023. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2023 and Merrill from 2000 to 2010. Outside of his advisory work, he is chairman of the board of trustees for George Walton Academy and board chair of the Boys and Girls Club of Northeast Georgia, and holds a leadership role as 3rd Vice Chair of the Walton County GOP. Stifel serves a diverse client base including individuals, institutional investors, and nonprofit entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Barry Storey Jr. is a financial advisor at Stifel with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Community Newspapers, Inc. and West Stride, as well as experience at the University of Georgia. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.