Jonathan Montgomery is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing 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.

Teresa Hunter is a financial advisor with Stifel who holds a Series 66 designation and has 21 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she is a commissioned Notary Public. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jerome Raders is a financial advisor at Stifel with 33 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2020. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with a focus on client discretion in implementation.

James Abbott Jr. is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2020, following nine years at Bank of America, N.A. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, providing capital market assumptions and probabilistic modeling to support asset allocation and financial planning.