Ashlee Sargent is a financial advisor at Stifel with one year of industry experience. She previously worked at Morgan Stanley and ProVise Management Group. Prior to entering the financial industry, she was employed at Bearss Tavern & Tap. 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 incorporates proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

James Braun is a financial advisor with Stifel who holds a Series 66 designation and has 19 years of industry experience. He has been with Stifel, Nicolaus & Company since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Shonna Parker is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2022. Prior to her current role, she was involved in pet care services through a part-time dog walking business in Sarasota, FL. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Brian Maddox is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Stifel since 2015. Maddox serves as a board member of the Rotary Club of Sarasota Bay, where he works to promote the club, grow membership, and support fundraising efforts. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses intended to support client decision-making.

James Pass is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior roles include positions at Sky UK Ltd, IMG Arena, UBS, and Embry-Riddle Aeronautical University. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Lynn Friend is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2004. Outside of his advisory role, Lynn works as a key carrier and managing store employee at TJ Maxx in Sarasota, FL, and holds a Florida notary commission. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Daniel Long is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent two years with UBS Financial Services Inc. 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 analysis relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning guidance intended to support client decision-making.

Daniel Carnevale is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Stifel since 2006. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Long is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a two-year period at UBS Financial Services. Stifel serves a broad clientele, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

James Springer is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2014 and previously spent 12 years at UBS Financial Services. Outside of his advisory role, he is involved in community and philanthropic activities, including serving as president of the Sigma Chi Area Alumni Group and as a board member of the Gamma Theta Foundation, which supports scholarships for the Sigma Chi Fraternity. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, which provides forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Kirk List is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, 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.

Gary Brochin is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach involves proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Brendan Ward is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He previously worked at Navy Federal Credit Union and Fire Island Ferries. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide clients with capital market analyses and asset allocation guidance.

George Friedman is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2000. He holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutions, 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, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Mary Amato is a financial advisor with Stifel, holding a Series 63 designation and 25 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2014. Outside of her advisory role, she manages an axe throwing facility called Ol' Battle Axe LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Rachael Reeves is a financial advisor with Stifel in Sarasota, FL, holding a Series 63 designation and 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment guidance utilizes proprietary methodologies from its Investment Strategy Group to support asset allocation and planning decisions.

Wilber Geiger is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Wells Fargo Clearing, Morgan Stanley, and Merrill. He is a 50% owner of JWGEIGER LLC, an investment-related business based in Bradenton, FL. Stifel serves a broad range of clients including individuals, institutions, and nonprofit organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses.

James Lebaron is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously at Janney Montgomery Scott from 2012 to 2016. Outside of his advisory role, he serves as president of the Country Club Shores Civic Association, overseeing board meetings and acting as the primary contact for homeowners. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and planning analyses, supporting client decision-making across various financial needs.

Kevin Schroepfer is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 registrations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Peter Krause is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Stifel since 2009 and was previously with UBS Financial Services. Krause serves on the boards of LaCrosse Festivals Inc. and the Gateway Area Council Boy Scouts of America, where he is also a member of the endowment committee. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.