Julie Yother is a financial advisor with Stifel in Cookeville, TN, holding Series 63 and Series 66 licenses and 40 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state 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, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Cassie Conley is a financial advisor with Stifel in Cookeville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Stifel Nicolaus, she worked at Magnolia James Bridal and was involved with Young Life for four years. She is also commissioned as a notary, assisting clients by notarizing legal documents related to their financial matters. 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 is based on proprietary methodologies from its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Mike Yother is a financial advisor with Stifel in Cookeville, Tennessee, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies from its Investment Strategy Group.

Frank Bellar Jr. is a financial advisor at Stifel with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc. since 2020, following a 20-year tenure at UBS Financial Services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Bailey Throgmorton is a financial advisor at Stifel with a Series 66 designation and six years of industry experience. He has worked at Stifel Nicolaus & Company since 2019 and previously held roles at the Ben Atchley Tennessee State Veterans' Home and the University of Tennessee - Knoxville. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group. The firm’s approach combines capital market assumptions and probabilistic modeling to provide asset allocation and planning analyses for clients.

Carla Lamb is a CFP®-credentialed financial advisor at Stifel with 18 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she operates a small craft business making and selling handmade items and serves as a PTO officer at BonDeCroft Elementary, where she participates in fundraising and event support. 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 models developed by its Investment Strategy Group.