Alicia Donahue is a CFP® professional with four years of industry experience, currently with Stifel in Fayetteville, NC. Her prior roles include positions at Janney Montgomery Scott and The Vanguard Group, Inc. Outside of financial advising, her background includes roles in academic institutions and athletic club management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling developed by its Investment Strategy Group.

Thomas Bolton Jr. 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 2010. 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 uses proprietary analysis and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning decisions.