James Harris III is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

David Gilchrist Jr. is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation, retirement, insurance, and estate planning analyses.

Henry Holliday is a Series 66 licensed advisor with Stifel in Birmingham, AL, bringing 16 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as Finance Chair for YoungLife in North Alabama, assisting with managing operating accounts and donations for the local Christian ministry to high school students. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Henry Lynn Jr. is a financial advisor at Stifel with 53 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Outside of his advisory role, he serves as a trustee and director for several charitable and cultural organizations in Birmingham, including the Diane Stobert Sessions and Paul Trammell Sessions, Jr. Foundation, the Cathedral Church of the Advent Endowment Fund, and the Birmingham Museum of Art Endowment Trust. He is also involved with the Order of First Families of Virginia, a genealogical society. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Laurel Pressley is a financial advisor with Stifel in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. She has worked at Stifel Nicolaus since 2019 and previously held positions at INTL FCStone Financial Inc., St. Clair Farmers Co-op, and Alabama Farmer's Cooperative. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Patrick David is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory work, he serves as a board member for Smile A Mile, an organization supporting children with cancer and their families. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services backed by proprietary investment analysis and probabilistic modeling from its Investment Strategy Group.

John Hamn is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Outside of his advisory role, he is a managing member of Gunski, LLC and a member of Rectory, LLC, both single-building real estate investment entities. Stifel serves a wide range of clients, including individual, institutional, and nonprofit entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

William Rhett is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 2015. Rhett holds a Series 63 designation. Outside of his advisory role, he is a limited partner in the Rhett Family Partnership, which involves triple net leasing real estate and farming. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses.

Mat Johnson is a financial advisor at Stifel with 59 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering both 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 support asset allocation and financial planning analyses.

John Rucker is a financial advisor at Stifel in Birmingham, AL, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he serves as a past president and board member of the Mountain Brook Chamber of Commerce, is on the board of JH Outback Birmingham, and is a board member of the Vestavia Country Club. 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.

Linda Daniel is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. She has been with Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services anchored by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based planning, model allocations, and works with private funds and municipal-market activities alongside affiliated trust companies and banks.

Jeffrey Seton is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

James Dixon III is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, Dixon serves as a board member for the Carriage Place Condominium Owners Association, a nonprofit homeowners association. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach includes proprietary capital market modeling developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Reynolds Whatley is a financial advisor at Stifel with 47 years of industry experience. He holds a Series 63 designation and has been with Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Evan Price is a financial advisor at Stifel in Birmingham, AL, holding a Series 66 designation with 16 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Jeremy Duck is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, supporting client decision-making with episodic, fee-based financial planning.

Benjamin Garrison IV is a financial advisor with Stifel, holding a Series 66 designation and four years of industry experience. He has been with Stifel Nicholas & Company since 2021 and previously worked at The Booth Tuscaloosa. Garrison also has a background in education, having taught at the University of Alabama and The Lakeside School. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Sarah Shannon is a Series 66-licensed financial advisor with STIFEL in Birmingham, AL, where she has worked since 2015. She has 12 years of industry experience. Outside of her advisory role, she serves as a chapter advisor for the Alpha Delta Pi Sorority at Samford University. 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 utilizes proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

James Mcelroy is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2015. Outside of his advisory role, he serves on multiple boards, including as chairman of the Alabama Symphony Endowment Board and as a board member of the Canterbury United Methodist Church day care. 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, providing asset allocation and financial planning analyses that support client decision-making.

Joseph Boudreaux is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 10 years before joining Stifel in 2023. Boudreaux serves on the board and investment committee of the O'Neal Library Foundation and is a member of a local homeowners association board. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Evan Brooks is a Series 66-licensed financial advisor at Stifel with eight years of industry experience. He previously worked at Raymond James & Associates and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is a partner in Copper Beard LLC, a land management business. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation models developed by its Investment Strategy Group.

William Lynch is a CFP®-credentialed financial advisor with Stifel, bringing 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at US Health Advisors, Estes Automotive Center, Bank of America, and Merrill. Lynch is actively involved in community service as a director and board member in organizations such as the Birmingham Sunrise Rotary Club and the Breast Cancer Research Foundation of Alabama. 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.

Stephen Agricola is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Stifel since 2023 and spent the previous 10 years at Raymond James & Associates. He is based in Birmingham, AL. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and wrap programs. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Katherine Starr is a financial advisor at Stifel with 12 years of industry experience and holds the Series 66 designation. She has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, supporting asset allocation and financial planning analyses.

Stephen Akers is a financial advisor at Stifel with a Series 66 designation. He began his career in 2025 and has prior experience in hospitality and retail industries, including roles at Sauce on the Creek and Park Hyatt. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling to support asset allocation and financial planning decisions.

Austin Mc Kelvey is a financial advisor at Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at 49 Financial and Purshe Kaplan Sterling Investments. Outside of finance, he owns and operates Britches LLC, an online retail business. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Inzer is a financial advisor at Stifel based in Birmingham, AL, holding a Series 66 designation with 17 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he is a managing member of J.R. Air LLC, a hunting club. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Phillip Gann is a financial advisor at Stifel with 38 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach includes proprietary methodologies developed by its Investment Strategy Group, offering analysis and asset allocation guidance to support client decisions.

William Poe is a financial advisor with STIFEL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with STIFEL since 2015. STIFEL serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Ward Jr. is a financial advisor at Stifel with Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which serve as a basis for client decisions.

Russell Barton is a financial advisor with Stifel in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment analysis methodology developed by its Investment Strategy Group to support asset allocation and financial planning.