Diane Mcnamara is a financial advisor with Stifel, holding a Series 66 designation and 22 years of industry experience. She worked at Merrill from 1998 to 2020 before joining Stifel Nicolaus & Co Inc, where she has been since 2020. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses.

Todd Godin is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 22 years before joining Stifel in 2022. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Jennifer Santaniello is a financial advisor with Stifel in Wilmington, NC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent nine years at Bank of America, N.A. 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 is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Meg Speece is a CFP®-credentialed financial advisor with 25 years of experience. She is currently with Stifel Nicolaus & Co Inc, where she has worked since 2020, following prior roles at Bank of America and Merrill. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Daughtry is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he serves as an elder at First Presbyterian Church in Wilmington, North Carolina. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Amandus Frey III is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Frey is also a co-owner of a residential rental property. Stifel serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides both episodic financial planning and model allocation guidance.

Kimberly Poetzscher is a financial advisor with Stifel in Wilmington, NC, holding a Series 66 license and bringing 14 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, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses to support client decision-making.

John Lawrence is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co since 2012. Outside of his advisory role, he is a one-third owner of EJL Holdings Inc, a real estate business. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Richard Griffler is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009 and holds Series 63 and Series 65 licenses. The firm serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Sydney Roberts is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at MegaCorp Logistics LLC and Northwestern Mutual. 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.

Kenneth Catlett Jr. is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at STIFEL since 2022 and previously spent 18 years with UBS Financial Services. Outside of his advisory role, he serves on the boards of OWO, Inc., supporting education and vocational training in Kenya, the Seapath Yacht Club, and the Wrightsville Beach Foundation, which focuses on local health and wellness initiatives. STIFEL serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services grounded in proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Bruce Chappell Jr. is a financial advisor at Stifel with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent eight years at Bank of America, N.A. Outside of his advisory role, he is involved in several construction and historic preservation ventures, including serving as CFO of Thomas Construction Group and as a board member of FPTower Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Albert Elrod is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co Inc since 2012. Outside of his advisory role, he serves as a trustee on the Finance Committee for Mount Olive College and is a board member of a local homeowners association. 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 proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Chad Hoskins is a financial advisor at Stifel with a Series 66 credential and no prior industry experience. He previously worked at MidCap Financial for nine years and was affiliated with the University of North Carolina for five years before joining Stifel in 2026. 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 is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Michael Faulkenbury is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he serves in leadership and finance committee positions with several Masonic organizations and is the Vice President of the Board at Project Victory Gardens, an organization assisting veterans. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gregory Buckner is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeremy Jones is a financial advisor at Stifel with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Since 2012, he has been with Stifel Nicolaus & Co Inc. Outside of advisory work, he is a public notary and the owner of EJL Holdings Inc. Stifel serves a diverse client base including individual and institutional clients, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling.