Diane Dawson is a financial advisor with Stifel in Westlake, OH, holding Series 63 and Series 66 credentials and 29 years of industry experience. Her prior roles include positions at Baird, Lineweaver Wealth Advisors, and Triad Advisors. 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 incorporates proprietary analysis and probabilistic modeling to support asset allocation and financial planning decisions.

Henry Gerlach is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he is involved in dock leasing. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology.

Steven Bartos is a financial advisor with Stifel in Westlake, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory work, Bartos owns and operates a small tree farm and is actively involved in youth wrestling programs, serving as head coach of Buckeye Youth Wrestling and president of the Buckeye Mat Club booster organization. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies. The firm provides fee-based financial planning and engages in private fund services and municipal market activities.

Eric Bartos is a financial advisor at Stifel with three years of industry experience and holds the Series 66 designation. Prior to joining Stifel, he worked at RSM and spent six years at Mercyhurst University. Outside of finance, Bartos is involved with Red Wagon Brewery in Columbia, Ohio, where he works as a bartender. 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 supported by a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.