Randall Otto is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Stifel Nicolaus since 2008. Outside of his advisory role, he is involved as a speaker through his affiliation with Winston Churchill LLC. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Morgan Crutchley is a financial advisor at Stifel with seven years of industry experience. He has worked at Stifel Nicolaus & Company Inc. since 2018 and previously held a position at Pro Spirits Holding Pte. Ltd. from 2015 to 2017. Outside of his advisory role, he serves as Treasurer of the Bluffton Paddle Club, where he manages the budget and prepares monthly financial reports. 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 provide asset allocation and planning analyses, while clients retain discretion over implementation.

Trisha Keller is a financial advisor at Stifel with 22 years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley and Stifel Nicolaus & Co Inc. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both 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.

Todd Crutchley is a CFP® professional with 34 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2008. He holds the Series 63 and Series 65 licenses and operates out of Bluffton, SC. In addition to his advisory role, he is a Notary Public, notarizing client documents. 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. The firm provides fee-based financial planning and other advisory solutions, with a focus on client discretion over implementation.