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Larry G
Series 63
Tulsa, OK
STIFEL
Larry Goad is a financial advisor with Stifel in Tulsa, Oklahoma, holding a Series 63 license and 48 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.
Jennifer S
Series 63, Series 66
Tulsa, OK
STIFEL
Jennifer Standley is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. Based in Tulsa, OK, she specializes in serving a wide range of clients within the firm’s institutional framework. Stifel serves individuals, institutional clients, charitable organizations, and municipal entities by providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and asset allocation guidance without automatic implementation or ongoing monitoring.
Donald F
Series 63, Series 65
Tulsa, OK
STIFEL
Donald Farabough is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a broad range of clients including individuals, institutional pension and profit-sharing plans, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Michael K
Series 66
Tulsa, OK
STIFEL
Michael King is a financial advisor at Stifel with 12 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co since 2014. Outside of his advisory role, he creates custom mini football helmets, coaches basketball, serves as a board member of the local YMCA, and is president of the Tulsa Referral Network. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both 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 that support client decision-making.
Daniel B
Series 63, Series 65
Tulsa, OK
STIFEL
Daniel Burns is a financial advisor with Stifel in Tulsa, OK, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Margaret J
Series 63, Series 65
Tulsa, OK
STIFEL
Margaret Johnson is a financial advisor at Stifel with 45 years of industry experience. She previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Outside of her advisory work, she serves as Chair of the Endowment Fund Committee for the Junior League of Tulsa. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by the firm’s Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Gary K
Series 63, Series 65
Tulsa, OK
STIFEL
Gary King is a financial advisor with Stifel in Tulsa, Oklahoma, holding Series 63 and Series 65 licenses and 47 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is co-owner and operator of King Stock Farm, a livestock and ranching business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis and asset allocation guidance.
Roger L
Series 63, Series 65
Tulsa, OK
STIFEL
Roger Lovelady is a financial advisor at Stifel with 32 years of industry experience. He has held positions at UBS Financial Services and Merrill prior to joining Stifel in 2009. He holds Series 63 and Series 65 credentials and is based in Tulsa, OK. Stifel serves a wide range of clients including individuals, institutional investors, and nonprofit 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.
Jay D
CFP®, Series 63, Series 65
Tulsa, OK
STIFEL
Jay Dickenson is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides fee-based financial planning and model allocations designed to inform client decisions.
Joel C
Series 63, Series 65
Tulsa, OK
STIFEL
Joel Cousins is a financial advisor at Stifel with Series 63 and Series 65 credentials and 50 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he is involved in managing an LLC that holds title to his office building. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.
Eric R
Series 66
Tulsa, OK
STIFEL
Eric Reinholz is a financial advisor at Stifel with 20 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co. since 2009, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
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