Gary Phelps is a financial advisor with Stifel in Barrington, IL, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, he is a Notary Public, notarizing documents for clients. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jane Martin is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones Investments from 2015 to 2024. Outside of her advisory role, she is a commissioned notary. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and asset management decisions.

Elizabeth Reinke is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation methodologies developed by its Investment Strategy Group.

Daniel Raupp is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent four years with Morgan Stanley Private Bank, National Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance, providing tools to assist clients in making informed decisions.

Garrett Wano is a financial advisor at Stifel with a Series 66 designation and just under two years of industry experience. Prior to joining Stifel, he held roles including substitute teaching at Conant High School and positions in education and investment-related fields. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group that use forward-looking capital market assumptions and probabilistic modeling.

Kimaron Gardner is a financial advisor with Stifel in Barrington, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Stifel since 2007 and concurrently serves as a shareholder, officer, and director at Gardner Building & Development Inc., a land ownership and development business he has been involved with since 1990. Gardner is also a board member and secretary of The Grove at Wynstone Homeowners' Association. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decision-making.