Robert Poling is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 63 and Series 65 licenses and is based in Lima, Ohio. 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 analysis relies on a proprietary methodology developed by its Investment Strategy Group, which provides model allocations and planning analyses to support client decision-making.

Edward Abbey Jr. is a financial advisor with Stifel in Lima, Ohio, holding Series 63 and Series 66 licenses and having 51 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, 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 for investment analysis and allocation guidance.

Kevin Niekamp is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation 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 that include financial planning and model-based asset allocation developed by its Investment Strategy Group.

Brenda Westbeld is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2011. Additionally, she serves as a notary public. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Nancy Van Loo is a financial advisor at Stifel with 20 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2018. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 approach utilizes proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.