Kurt Schlemitz is a financial advisor with Stifel in Dublin, Ohio, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He has been with Stifel since 1998. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services based on a proprietary investment strategy developed by its Investment Strategy Group.

Beth Radcliff is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Outside of her advisory role, she serves as a board member and volunteer for the Make-A-Wish Foundation and contributes to the Ohio University College of Business as a board member focused on curriculum relevance. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling to support client decision-making.

David Macphail is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006 and has also maintained self-employed status since 1996. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and asset allocation methodologies developed by its Investment Strategy Group.

David Lickovitch is a financial advisor with Stifel in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel since 1998. Outside of his advisory role, he serves as Treasurer and Trustee for a homeowners association and coordinates a fundraising initiative at Olentangy Liberty High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

George Mooter is a financial advisor at Stifel with 18 years of industry experience and holds the Series 63 designation. He has been with Stifel Nicolaus & Co. Inc. since 2009. In addition to his advisory role, he is a notary. Stifel serves a diverse clientele including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

John Taylor is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel, Nicolaus & Co., Inc. since 2000. Outside of his advisory role, he serves as a 9th grade boys basketball coach for Olentangy Local Schools. Stifel serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Shane Schlemitz is a financial advisor at Stifel in Dublin, OH, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at SLS Capital Partners and Robert W. Baird, as well as experience in business education at Indiana University’s Kelley School of Business. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to inform client decisions.

David Irish is a financial advisor at Stifel based in Dublin, Ohio, with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the finance committee at Our Lady of Lourdes Catholic Church, volunteers with Saint Vincent De Paul focusing on assisting the elderly, and is an usher at Ohio State University home football games. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Alexandria Sperry is a financial advisor at Stifel with a Series 66 designation and experience beginning in 2024. Prior to joining Stifel, she worked in education roles including positions at Dublin Scioto High School and Miamisburg High School, and she has managed a small business, AREK Enterprises, which operates a food service wagon. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group.

Melissa Falkenbach is a financial advisor with Stifel in Dublin, OH, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2016 and previously at Fifth Third Securities, Inc. from 2012 to 2016. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling from its Investment Strategy Group.

Roger Baughman is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Baughman holds a Series 63 designation. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decision-making.

Norman Speight is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is a general partner involved in managing Chalk Horse Farm LLC, which specializes in horse stall rental and timber farming. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Hemleben is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he is involved in soccer officiating, serving as a referee for the US Soccer Federation, a board member of the Northwest Columbus Soccer Officials Association, and a basketball and soccer official for the Ohio High School Athletic Association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services backed by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.