Gregory Abbracciamento is a CFP® professional at Stifel with eight years of industry experience. He joined Stifel in 2025 after working at Bank of America and Merrill from 2016 to 2025. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Howard Douglas is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co. Inc. since 2009. He is based in Charlotte, NC, and holds a Series 63 license. Outside of his advisory role, he serves on the advisory committee for MCDF Orphans, a charity supporting a village in Zimbabwe, and is vice-president of a homeowners association in Hilton Head Island, SC. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Bradley Richardson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc in Charlotte, NC. He has been with Stifel since 2014. Outside of his advisory role, he serves as Chairman of the Charlotte Regional Transportation Planning Organization. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Richard Miller is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2007. He is based in Charlotte, NC. 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 includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group, which provide clients with analytical guidance to support their financial decisions.

Christine Parks is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and has been with Stifel since 2015. Outside of her advisory role, she works as a freelance photographer specializing in family and portrait sessions. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support financial planning and client decision-making.

Magay Shepard is a CFP®-credentialed financial advisor with 40 years of industry experience, currently with Stifel Nicolaus & Co., Inc. since 2009. He serves on the Board of Trustees at Mars Hill University and is a member of the church council at Sardis Baptist Church in Charlotte, NC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kara Kobosko is a financial advisor at Stifel in Charlotte, NC, holding Series 63 and Series 66 licenses with 27 years of industry experience. Her prior positions include roles at Merrill Lynch and Bates Group. 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 relies on proprietary methodologies by its Investment Strategy Group, providing clients with asset allocation and planning analyses to inform their financial decisions.

Daniel Emmons is a CFP® with 19 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2013. He is based in Charlotte, NC, and serves as a board member for Foster Village Charlotte, a nonprofit supporting and advocating for foster families. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.