Steven Summers is a financial advisor with Stifel in Gainesville, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Stifel since 2009. Summers is also a commissioned notary public. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Mark Sullivan is a financial advisor with Stifel in Gainesville, FL, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior firms include Morgan Stanley Private Bank, where he worked from 2015 to 2017, before joining Stifel Nicolaus & Co Inc in 2017. Outside of financial advising, he is involved in farming through Sullivan Farms, LLC, which focuses on cattle and hay sales, and serves as president of multiple homeowners associations. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipalities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

James Curbow is a CFP®-designated financial advisor with 28 years of industry experience, currently with Stifel since 2022. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2009 to 2022. Outside of his advisory role, he serves as Vice President of the Athletic Booster Board at Oak Hall School in Gainesville, FL. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, emphasizing client discretion in implementation.