Jack Williams Jr. is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2006. He is based in Columbus, GA. Outside of his advisory role, he is the owner and manager of Stillwater Holdings of LaGrange, LLC, a real estate business. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

John Shinkle is a financial advisor at Stifel with Series 63 and Series 65 credentials and 45 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he serves in leadership positions on several community organizations, including as Treasurer of Family House of West Georgia, Vice President of the Fred Haskins Commission, and President of the 1909 Preservation Society. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which informs asset allocation and financial planning analyses.

James Sheek IV is a financial advisor with Stifel, holding a Series 66 license and 20 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he operates a Christmas tree farm that produces and sells lighted Christmas spheres. Stifel serves a diverse client base, including individual and institutional investors, and offers brokerage and investment advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group. The firm’s approach emphasizes fee-based financial planning and customized asset allocation guidance.

Wade Turner is a financial advisor with Stifel Nicolaus & Co., Inc. in Columbus, GA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with Stifel since 2006. Outside of his advisory role, Turner serves as secretary of The Club at River Forest Men's Golf Association, where he helps plan golf tournaments and takes meeting minutes. 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 planning methodologies developed by its Investment Strategy Group.

James Jordan is a CFP®-credentialed financial advisor at Stifel with three years of industry experience. Prior to joining Stifel, he held roles at Mountain Oak Mill, Columbus Body Works, Operation HOPE, and Tsys. He serves as a board member for both The Greater Columbus Sports & Events Council, Inc. and the Columbus, Georgia Consolidated Government Community Development Advisory Council. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Robert Doerr is a Series 66-credentialed financial advisor with 28 years of industry experience, currently practicing at Stifel Nicolaus & Co., Inc. in Columbus, GA, where he has worked for 20 years. Outside of his advisory role, he serves on the Trust Management Committee of the First Presbyterian Church of LaGrange, overseeing church funds. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Dan Anderson is a financial advisor with Stifel in Columbus, GA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including 20 years at Stifel Nicolaus & Co., Inc. since 2006. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.