Timothy Roberson is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Roberson serves as a board member of the Nashville Sports Council, which helps bring sporting events to Nashville. Stifel serves a broad range of clients including individuals, institutional clients, 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, utilizing forward-looking capital market assumptions and probabilistic modeling.

Reid Berry is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. Prior to joining Stifel Nicolaus & Co Inc in 2021, he worked at Bank of America from 2014 to 2021. Outside of his advisory role, he serves as CFO for The Rudi Berry LLC, a social media content creation business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Angela Hall is a Series 66 licensed financial advisor at Stifel with 10 years of industry experience. She previously worked at Wells Fargo Clearing, UBS Financial Services, and Merrill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

William Wade is a financial advisor at Stifel with Series 63 and Series 65 designations and 31 years of industry experience. He previously worked at Bank of America from 2011 to 2021 before joining Stifel Nicolaus & Co Inc in 2021. Outside of his advisory role, Wade serves as a director on the board of the Nashville Symphony Association. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance based on forward-looking capital market assumptions.

Margarita Stanczak is a financial advisor at Stifel with 10 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory work, she owns a rental property in Antioch, Tennessee. Stifel serves a wide range of clients, including individuals, institutional accounts, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.