Stephen Scherer is a financial advisor at Stifel with Series 63 and Series 65 licenses and eight years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2020 and previously worked at Wells Fargo and TD Ameritrade. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Alicia Porter is a financial advisor at Stifel with seven years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Stifel in 2019, she worked at TD Ameritrade and Scottrade. She also spent five years at McKendree University. 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 analysis uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning guidance.

Timothy Hantak is a CFP® with 12 years of industry experience, currently affiliated with Stifel. He has worked at Stifel since 2017, including time with Stifel Independent Advisors, LLC, and previously spent four years at Scottrade. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide analysis and guidance across various financial planning areas.

Caroline Wilson is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.