Sean Willitts is a financial advisor with Stifel, holding a Series 66 credential and one year of industry experience. Prior to joining Stifel, he worked at Equitable Advisors and has held various positions in education and banking. Stifel serves a broad 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 analysis and allocation guidance developed by its Investment Strategy Group.

Edward Blackman IV is a financial advisor with Stifel, Nicolaus & Co., Inc. in Greenwood Village, CO. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 25 years with Stifel. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Andrew Torgerson is a financial advisor at Stifel with 31 years of industry experience. He has held Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Paulette Davis is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Benjamin F. Edwards & Co, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. She is also a Colorado Notary. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Wilday is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at IMI Precision Engineering from 2014 to 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment strategies are supported by a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Karl Slivon is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Wells Fargo Securities, LLC, Coker & Palmer, and Norman Liquidity. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

Lisa Lo is a CFP® with 26 years of industry experience. She is currently with Stifel Nicolaus & Co Inc, where she has worked since 2022, following prior roles at City National Bank and RBC Capital Markets. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance for financial planning.

Adam Paiement is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Veritiv Operating Company for eight years. 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 allocation guidance.

Eric May is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2009. He holds a Series 66 license and is based in Greenwood Village, Colorado. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Jordan Gaskins is a financial advisor at Stifel with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Charles Schwab and Fisher Investments and has experience in various business activities outside finance. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling by its Investment Strategy Group.

James Wilday is a financial advisor with Stifel in Greenwood Village, Colorado, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory work, he co-owns a family farm in Central Illinois and oversees its management. Stifel serves a diverse clientele, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on asset allocation and planning analyses intended to support client decision-making.

James Baudo is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2003. He holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.