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Greg F

Series 66

Quincy, IL

STIFEL

Greg Feldberg is a financial advisor with Stifel in Quincy, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is involved in property ownership and management. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to support client decision-making across asset allocation, retirement, insurance, and estate planning.

General retirement planning Income planning
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Robert Z

Series 63, Series 66

Quincy, IL

STIFEL

Robert Zahn is a financial advisor with Stifel in Quincy, IL, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

General retirement planning Income planning
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James C

Series 63, Series 65

Quincy, IL

STIFEL

James Citro is a financial advisor with Stifel in Quincy, IL, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as president of CFZ Corp, which owns the building leased by Stifel. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Bradley B

Series 66

Quincy, IL

STIFEL

Bradley Beckmann is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has been with Stifel since 2016. Prior to his current role, he worked at Lindenwood University from 2011 to 2017. 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 developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

General retirement planning Income planning
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Eric C

Series 63, Series 65

Quincy, IL

STIFEL

Eric Conover is a financial advisor with Stifel in Quincy, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology from its Investment Strategy Group, applying forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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David O

Series 63, Series 66

Quincy, IL

STIFEL

David Oakley Jr. is a financial advisor with Stifel in Quincy, Illinois, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves on the boards of several local nonprofit organizations, including the Society of Fine Arts, Gem City Kiwanis, and The Friends of Dr. Richard Eells House, and is involved with St. Peter Church and Quincy University's Class of 1984 Reunion Committee. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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