Timothy Harris is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2017, following an eight-year tenure at City Securities Corporation. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling.

Kent Ray is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies 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.

Brad Froman is a financial advisor with Stifel in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jack Ebbeler Jr. is a financial advisor at Stifel with Series 63 and Series 65 licenses and 40 years of industry experience. He worked at City Securities Corporation for 32 years before joining Stifel in 2017. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and decision-making.

Leonard Tanner is a financial advisor at Stifel with 57 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co since 2017, following seven years at City Securities Corporation. Stifel serves a broad range of clients including individual, institutional, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gary Moss is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2002. 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.

Kathy Daly is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following 13 years at City Securities Corporation. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Dante Raggio II is a financial advisor at Stifel with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2017, following a 13-year tenure at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group that use forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Brian Jacobson is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2017, following eight years at City Securities Corporation. Jacobson serves as a managing partner in family investment partnerships alongside his father and brother. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services such as financial planning and third-party adviser recommendations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Brad Polo is a CFP®-credentialed financial advisor with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Welch is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for seven years. Outside of his advisory role, he serves on the endowment committee of North United Methodist Church and is active as a freelance singer. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling.

Samantha King is a financial advisor at Stifel with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Fifth Third Securities and Wells Fargo Advisors. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning analyses.

John Kennedy Jr. is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2017, following a 36-year tenure at City Securities Corporation. 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 methodologies developed by its Investment Strategy Group.

Thomas Davis is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Stifel in 2017, he worked at City Securities Corporation for 19 years. Outside of his advisory role, he is president and owner of Davis Minerals Inc., a company that leases mineral interests to oil and gas exploration firms. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Suzanne Marshall is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 designations and 41 years of industry experience. She has worked at Stifel since 2017, with prior roles at City Securities Corporation and Sanctuary Advisors LLC. Outside of her advisory work, she serves as treasurer and board member for Pet Friendly Services of Indiana, a nonprofit providing low-cost spay/neuter services, and is a board member of The Rotary Club of Indianapolis. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment research and probabilistic modeling to inform asset allocation and financial planning.

John Whitaker is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for 27 years. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Edward Villanyi is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 2009 to 2022. Outside of his advisory role, Villanyi serves as a board member of the Geist Lake Coalition, coordinating education and stewardship activities for the lake. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Cheri Jones is a financial advisor with Stifel in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Stifel since 2017 and previously spent eight years at City Securities Corporation. Cheri is also a commissioned Notary Public for the State of Indiana, performing notarial services as part of her role at Stifel. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which guide asset allocation and financial planning analyses.

James Burney is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. since 2002. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients generally retaining discretion over implementation.

Evan Sturges is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co since 2017. Prior to that, he was with Trustwave Holdings Inc. for two years. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Diane South is a financial advisor at Stifel in Indianapolis, IN, with 24 years of industry experience. She holds Series 63 and Series 66 designations and worked at City Securities Corporation from 2002 to 2017 before joining Stifel, where she has been since 2017. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses that serve as a basis for client decisions.

Jack Harlos is a CFP® with 34 years of experience in the financial industry. He has worked at Stifel since 2017 and previously spent eight years at City Securities Corporation. Outside of his advisory role, he serves as a board member for RL Turner Construction and participates on the finance committee of Ulen Country Club. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Paul Dietz is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2017, following a decade at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Debra Powell is a financial advisor at Stifel with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Stifel since 2017, following three years at City Securities Corporation. In addition to her advisory work, she serves as a Notary Public in Indiana. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Evan Griffin is a CFP® professional with 12 years of industry experience, currently affiliated with Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for three years. He is a member of the Indianapolis Zoo Council’s young professional social organization. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Sharon Williams is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2017, following a nine-year tenure at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gregory Matthews is a financial advisor with Stifel in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at City Securities Corporation for eight years before joining Stifel in 2017. Matthews serves as a board member of Newton Park, a sports park in Lakeville, IN. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Lawrence Counen is a financial advisor at Stifel with 26 years of industry experience. He has held his position at Stifel since 2012. Counen holds Series 63 and Series 65 designations and is based in Indianapolis, IN. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and public entities. The firm offers brokerage and investment advisory services, utilizing a proprietary investment analysis methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Malcolm Frost is a financial advisor at Stifel with 41 years of industry experience. He has held positions at Stifel since 2017 and previously worked at City Securities Corporation for 14 years. Frost also serves as an executor for a nonfamily estate. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Matthew Siener is a financial advisor at Stifel with Series 66 credentials and two years of industry experience. His prior roles include positions at Hanley Disability, Trillium Trading, and Genesys Telecommunications Laboratories, as well as work in the restaurant industry and education. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses aimed at supporting client decision-making.

Sean Larkins is a financial advisor at Stifel with two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. He also has experience working with Indiana University Recreational Sports. 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 methodologies developed by its Investment Strategy Group.

Theodore Sturges is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory role, he writes golf architecture articles for the Indiana Golf Association’s magazine and serves on the boards of several Indianapolis nonprofit organizations, including Concerts For A Cause and the Indianapolis Chamber of Commerce. Stifel serves a diverse client base ranging from individual to institutional investors and offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Ravensberg is a financial advisor with Stifel in Indianapolis, holding a Series 63 designation and nearly five decades of industry experience. He worked at City Securities Corporation for 41 years before joining Stifel Nicolaus & Co in 2017. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Brandt Hakanson is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following seven years at Raymond James & Associates. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Bonita Straub is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She previously worked at City Securities Corporation for 13 years before joining Stifel in 2017. Outside of her advisory role, she maintains involvement as a notary with the Indiana Notary Association. Stifel serves a diverse client base that includes individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance used as a foundation for client decisions.

Carol Copenhaver is a financial advisor at Stifel with 36 years of industry experience. She holds a Series 63 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith from 2006 to 2022 before joining Stifel in 2022. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

John Schmidt is a CFP® with seven years of industry experience, currently an advisor at Stifel since 2019. Prior to joining Stifel, he worked at WSO2 and Clustrix. He serves in various community roles, including board member and chair positions with the Community Foundation of Boone County and The Villages of Indiana. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—and offers brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Matthew Burnett is a financial advisor at Stifel with 27 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for 14 years. Burnett holds Series 63 and Series 65 licenses and serves on the boards of several nonprofit organizations, including Beth El Zedeck Temple and the Rotary Club of Indianapolis. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.