Helen Gordon is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 13 years before joining Stifel in 2023. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Barre Butler is a financial advisor with Stifel in Charleston, SC, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is involved with The Oak Gun Club, LTD, a land management business in South Carolina. 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 allocation methodologies developed by its Investment Strategy Group.

Lyndsey Handschiegel is a financial advisor at Stifel with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Prior to that, she worked at Barclays Capital Inc. starting in 2013. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

William Butler is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel, he worked for seven years at the South Carolina State Fiscal Accountability Authority. Outside of his advisory role, he is a limited partner in a family-owned LLC, Butler Oaks LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Waitus Avant Jr. is a financial advisor with Stifel who holds a Series 66 designation and has 22 years of industry experience. He has been with Stifel Nicolaus & Co Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Alison Barkley is a CFP® certified financial advisor at Stifel with 16 years of industry experience. She has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Constance Bergkessel is a financial advisor at Stifel with 17 years of industry experience and holds a Series 66 credential. Her prior experience includes roles at Raymond James and Associates, Wells Fargo Clearing, and Wells Fargo Advisors. She is based in Charleston, SC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.