Alan Beatty is a CFP® professional with 11 years of industry experience, currently advising clients at Stifel Nicolaus & Co., Inc. in Jefferson City, MO, where he has worked since 2014. His credentials include the Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with a rental property business. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment methodology relies on proprietary analysis using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Anthony Shanley is a financial advisor at Stifel with 26 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 1999. Outside of his advisory work, he serves as an Advisory Board Director and board member for The Special Learning Center, a not-for-profit organization in Jefferson City, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and allocation guidance.

Sally Bingaman is a financial advisor at Stifel with 15 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Wells Fargo Advisors LLC for 11 years before joining Stifel in 2025. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering both 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.