Robert Mayer is a CFA® charterholder with 20 years of industry experience. He is a financial advisor at Stifel, where he has worked since 2018, following a decade at J.J.B. Hilliard, W.L. Lyons, LLC. Mayer serves on the investment committee of Christian Brothers High School, helping to oversee the school’s endowment. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Anne Billings is a financial advisor at Stifel with 32 years of industry experience. She holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following a decade at JJB Hilliard WL Lyons LLC. 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 based on a proprietary methodology from its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Donna Billings is a financial advisor with Stifel in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodology developed by its Investment Strategy Group.

Phillip Rogers Jr. is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2017, following two years at Wunderlich Securities, Inc. He is based in Memphis, TN. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

John Jenkins is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Morgan Keegan & Company, LLC, Wells Fargo Clearing, and has been with Stifel Nicolaus & Co Inc since 2018. He also serves as a trustee for a family-related account. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Anthony Morrison is a financial advisor with Stifel in Memphis, TN, holding Series 63 and Series 65 licenses, and has 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Raymond James & Associates, and Morgan Keegan & Company. Outside of his advisory work, Morrison is actively involved with several Memphis-area charitable and community organizations, including leadership roles with the Jewish Community Partners of Memphis, the Jewish Foundation of Memphis, and Beth Sholom Synagogue. Stifel serves a diverse client base ranging from individuals to institutional investors and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Robert Adrian is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2008. Outside of his advisory role, he is involved with Adrian Capital Partners LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Walne Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 registrations and has 48 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Based in Memphis, TN, Walne’s career spans several decades within the financial services industry. 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 incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark Billions is a financial advisor at Stifel with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Wells Fargo Clearing, and UBS Financial Services. Billions serves on the board of the Regional One Foundation, a hospital foundation involved in fundraising. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Milton Smylie Jr. is a financial advisor at Stifel with 54 years of industry experience and holds the Series 63 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves on the Board of Directors for the West Tennessee Area Council of the Boy Scouts of America. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.