Joseph Murphy III is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following two years at B.C. Ziegler and Company. Murphy serves on the investment committee of the Bethel Lutheran Church Endowment Foundation, providing oversight and investment advice. Stifel serves a wide range of clients, including individuals and institutional entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jacob Kulich is a financial advisor at Stifel in Madison, WI, holding a Series 66 designation with approximately one year of experience in the industry. Prior to joining Stifel, he worked at Heartland Credit Union and held various roles in retail and service sectors. Stifel serves a wide range of clients, including individuals, institutional investors, 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 intended to inform client decisions.

Nathan Farr is a CFP® with 22 years of industry experience, currently serving at Stifel since 2018. Prior to that, he worked for eight years at B.C. Ziegler and Company. He is also a commissioned notary public in the state of Wisconsin. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services backed by a proprietary investment methodology developed by its Investment Strategy Group.

Dryden Geronimi is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2018, following an 11-year tenure at B C Ziegler and Company. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Laurie Anderson is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2016. Her prior experience includes positions at Rml Anderson Group LLC and Buttonwood Partners. 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 to guide asset allocation and financial planning decisions.

Parker Leisses is a financial advisor at Stifel in Madison, WI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Milwaukee Tool and the University of Wisconsin - Madison. Outside of his advisory work, he is also employed as a taxi driver. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing both brokerage and advisory services supported by proprietary investment analysis and planning methodologies.

Timothy Bressers is a Certified Financial Planner (CFP®) with 38 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both 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 decisions.

Michael Anderson is a financial advisor at Stifel with Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously spent over two decades at Buttonwood Partners, Inc., along with a three-year tenure at Rml Anderson Group LLC. Outside of his financial advisory role, Anderson serves as a Major and Squadron Commander in the 153rd Composite Squadron of the Civil Air Patrol, an auxiliary to the United States Air Force. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Sonja Cheadle is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel since 2007, with brief periods at Bankers Bank and LPL Financial in 2022. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Cassandra Meixelsperger is a CFP® professional with 15 years of industry experience. She has worked at Stifel since 2018, including prior experience at B.C. Ziegler and Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Daniel Statz is a financial advisor at Stifel with 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2002 and holds Series 63 and Series 66 designations. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering 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 inform asset allocation and financial planning.

Robert Stangel is a financial advisor at Stifel with 28 years of industry experience. He has held his current position at Stifel Nicolaus & Co., Inc. since 2009. He holds Series 63 and Series 66 licenses. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering 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.