John Stone is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds the Series 63 and Series 65 licenses. Outside of his advisory role, Stone is Chair of both the Greater Lynchburg Community Foundation and the Economic Development Authority of the City of Lynchburg. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with a focus on proprietary investment analysis and allocation methodologies.

David Midkiff is a financial advisor at Stifel with 11 years of industry experience, holding a Series 66 designation. He has been with Stifel Nicolaus & Co Inc since 2014. Midkiff serves on the board of the Downtown Lynchburg Association and acts as treasurer for the Forest Softball Organization supporting the softball program at Jefferson Forest High School. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Clifton Stott is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2009. Outside of his advisory role, he serves as chair of the finance committee and is a member of the administrative council at Lane Memorial Methodist Church. Stifel serves a broad 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 proprietary methodologies developed by its Investment Strategy Group, offering forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.