Amelia Pate is a Series 66-licensed financial advisor with STIFEL, based in Pensacola, FL. She has six years of industry experience, including five years at Huron Consulting - Studer Group before joining STIFEL in 2019. Outside of her advisory role, she is involved with The Society of the Debutante Charity Cotillion, serving on the ball and floral committee to support fundraising for educational and charitable purposes. 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 utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Ryan Patton is a CFP® and CFA® affiliated with Stifel in Pensacola, FL, with 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he serves as Treasurer for the Rotary Club of Pensacola - Five Flags. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering 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.

Michael Mabire II is a financial advisor at Stifel based in Pensacola, FL, holding a Series 66 designation. He has worked in the financial services industry since 2021, with experience at New York Life Insurance Company and Atlas Financial Strategies LLC. Mabire also attended the University of West Florida from 2022 to 2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering 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 analyses.

William Francis is a ChFC®-designated financial advisor with 29 years of industry experience. He has worked at Stifel since 2009, following positions at UBS Financial Services and Morgan Stanley Dw Inc. He is also the owner and president of Tailgate Toolbelt LLC, a company that manufactures outdoor goods for camping and emergency response personnel. Stifel serves a broad range of clients, 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.

Barksdale Jordan is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 47 years of industry experience. He has been with Stifel since 2009. Jordan serves on the Board of Directors at Lakeview Center and is a member of multiple committees at Baptist Health Care, including its investment sub-committee and the Audit and Finance Committee. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jennifer Miller is a financial advisor at Stifel with 13 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2017 and previously worked at McMahon Hadder Insurance. She holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Carl Willert is a financial advisor at Stifel with 23 years of industry experience and a Series 66 credential. He has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment strategy developed by its Investment Strategy Group.

Jennifer Johnson is a financial advisor with Stifel in Pensacola, FL, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. She previously worked at McMahon & Hadder and has served on the board of the Lavallet Townhome Association. Jennifer participates in quarterly meetings to discuss neighborhood improvements. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Mark Hannum is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and works alongside affiliated trust companies and banks to offer credit facilities using advisory assets as collateral.

Damon Smith is a financial advisor at Stifel with 23 years of industry experience. He has been with Stifel since 2009 and holds a Series 66 designation. Outside of his advisory role, he is actively involved with First Tee Gulf Coast, a nonprofit junior golf organization in Pensacola, Florida, where he serves as chairman of the board and has held various leadership positions. Stifel serves a broad range of clients including individuals, institutional investors, and nonprofit organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and financial planning guidance.

Martha Jones is a financial advisor at Stifel with 24 years of industry experience. She has been with Stifel since 2009 and holds a Series 66 designation. Outside of her advisory role, she spends time writing fiction. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Wiktor Gier is a financial advisor at Stifel with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Raymond James & Associates and EY. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Dawne Rehm is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, 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.

Nicholas Mann is a financial advisor at Stifel with two years of industry experience and holds a Series 66 designation. Prior to joining Stifel in 2023, he worked at SunFarm Energy and has academic experience at the University of West Florida. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market models developed by its Investment Strategy Group to support asset allocation and financial planning.

Jonathan Warren is a CFP®-designated financial advisor with Stifel, where he has worked for 15 years. He has 25 years of experience in the industry and is based in Pensacola, Florida. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, offering asset allocation and financial planning analyses that support client decision-making.

Michael Douglas is a CFP® professional with 31 years of industry experience, currently with Stifel since 2009. He has worked part-time at the Pensacola Civic Center for over three decades and maintains a part-time role at Douglas & Associates, which he has been involved with for nearly 40 years. Stifel serves a broad range of clients, 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.

Alexander Varidin is a financial advisor with Stifel based in Clearwater, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Stifel in 2024, he worked at KPMG and engaged in entrepreneurial activities through Varidin Properties, LLC. He serves as chapter chairperson and committee member for the Florida Institute of Certified Public Accountants and is a board member of the Dunedin Cares Food Pantry, indicating involvement in both professional and community organizations. Stifel serves a wide client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Mei Lowery is a financial advisor at Stifel with 25 years of industry experience and holds a Series 66 designation. She has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.