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Eric C
Series 63, Series 66
St. Louis, MO
STIFEL
Eric Counts is a financial advisor at Stifel with 24 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2018 and previously worked at Scottrade, Inc. from 2005 to 2018. Counts holds Series 63 and Series 66 licenses. 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 relies on proprietary methodologies developed by its Investment Strategy Group, which incorporate forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.
Anthony G
Series 66
St. Louis, MO
STIFEL
Anthony Goodson is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and previously worked at Hollywood Casino St. Louis for nine years. Stifel serves a broad client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Andrew J
ChFC®, Series 63
St. Louis, MO
STIFEL
Andrew Johnson is a financial advisor at Stifel with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Stifel Nicolaus & Co Inc in 2017, he worked at Saybrus Partners and Saybrus Equity Services, Inc. from 2015 to 2017. 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 is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.
Hector G
Series 66
St. Louis, MO
STIFEL
Hector Gonzalez is a financial advisor at Stifel with 24 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2002 and worked at Stifel Independent Advisors, LLC from 2007 to 2026. Stifel serves a diverse client base that includes 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 planning analyses, which clients use as a basis for their own implementation decisions.
Deborah L
CFP®, Series 63, Series 65
St. Louis, MO
STIFEL
Deborah Lauer is a CFP® with 25 years of industry experience, currently serving at Stifel in St. Louis, MO. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.
Craig M
Series 63, Series 66
St. Louis, MO
STIFEL
Craig Mcintosh is a financial advisor at Stifel with 15 years at the firm and a total of 10 years in the industry. He holds the Series 63 and Series 66 designations and is based in St. Louis, MO. Prior to his current role, he worked at Stifel Independent Advisors, LLC for one year. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.
Daniel S
Series 66
St. Louis, MO
STIFEL
Daniel Strobo is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. He has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base, including individual, institutional, charitable, and municipal clients, 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 market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Shane L
Series 63, Series 66
St. Louis, MO
STIFEL
Shane Lyday is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 designations and 26 years of industry experience. He has previously worked at Wells Fargo Clearing and H.D. Vest Investment Services. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Matthew W
Series 63, Series 66
St. Louis, MO
STIFEL
Matthew Wilhelm is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Financial Corp. since 2014 in various roles. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and financial planning.
Jason P
Series 66
St. Louis, MO
STIFEL
Jason Page is a financial advisor at Stifel with 13 years of industry experience. He previously worked at Edward Jones for 13 years before joining Stifel in 2026. He holds the Series 66 designation and is based in St. Louis, MO. 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 relies on proprietary methodology from its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Taina B
Series 63, Series 66
St. Louis, MO
STIFEL
Taina Badalamenti is a financial advisor at Stifel with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
James P
Series 66
St. Louis, MO
STIFEL
James Pingleton is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 12 years of industry experience. He has been with Stifel Nicolaus since 2010. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.
Matthew H
Series 66
St. Louis, MO
STIFEL
Matthew Heaton is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. He has been with Stifel in St. Louis, MO since 2013. 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 guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.
Brian V
Series 66
St. Louis, MO
STIFEL
Brian Varel is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional accounts, 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, providing asset allocation and planning analyses to support client decision-making.
Phoebe D
Series 63, Series 65
St. Louis, MO
STIFEL
Phoebe Del Castillo is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Edward Jones and E*TRADE in various capacities prior to joining Stifel. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Allison B
Series 63, Series 66
St. Louis, MO
STIFEL
Allison Balch is a financial advisor at Stifel with eight years of industry experience. She has held positions at Stifel since 2023 and previously worked at TD Ameritrade and Scottrade. 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 capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Christa K
Series 66
St. Louis, MO
STIFEL
Christa Kloss is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with 18 years of industry experience. She has been with Stifel since 2006. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on a proprietary investment strategy and capital market analysis.
Alec H
CFP®, CFA®, Series 66
St. Louis, MO
STIFEL
Alec Hubbard is a financial advisor at Stifel with nine years of industry experience. He holds the CFP® and CFA® designations as well as a Series 66 registration. Prior to joining Stifel in 2022, he worked at Wells Fargo Clearing and ABM Federal Sales Inc. He serves as Communications Committee Director for the CFA Society St. Louis and is involved with the Southampton Neighborhood Association as a Special Resource Reporter. 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 proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Jeremy E
Series 63, Series 66
St. Louis, MO
STIFEL
Jeremy Essary is a financial advisor at Stifel with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Charles Schwab and TD Ameritrade. Essary previously operated a consulting business, J's Consulting Services, from June 2023 to July 2024. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.
Janelle G
Series 63, Series 66
St. Louis, MO
STIFEL
Janelle Galbierz is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel and its affiliates since 2008. Outside of her advisory role, she serves as President, Secretary, and Treasurer of JagMag Investment Properties Inc., a company involved in investment property acquisitions. Stifel serves a diverse 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.
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