Richard Palmer is a financial advisor at Stifel with 33 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2009. Palmer holds Series 63 and Series 65 licenses. 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 informs asset allocation and financial planning analyses.

Joseph Vaughan Jr. is a CFP®-designated financial advisor with 24 years of industry experience. He has worked at Stifel since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as Treasurer and Vice President of Compliance for the Patriot Foundation, a nonprofit providing scholarships to children and spouses of service members affected by the Global War on Terrorism. Stifel serves a diverse client base, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Richard Palmer Jr. is a CFP® with seven years of industry experience. He has worked at Stifel since 2023 and previously held roles at Edward Jones and Peter Millar. He holds a Series 66 license. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William Eastman is a CFP® with 33 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2009. He holds Series 63 and Series 65 licenses and is based in Pinehurst, NC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies 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 planning analyses.