Douglas Noll is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 1986, including a recent role at Stifel Independent Advisors, LLC. Outside of his advisory work, he serves as Treasurer for a local road maintenance association in Wildwood, Missouri. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

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.

Brendan Sawyer is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Clearing Services LLC for eight years. Outside of his advisory role, he is involved with Amazon Flex, delivering packages on weekends. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships and a range of portfolio management strategies.

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.

Ruth Chady is a CFP® certificant with 42 years of industry experience. She is affiliated with Financial & Business Consultants, an independent firm based in Swansea, IL, where she has worked since 1989. She also has a long tenure with Arlington Securities, Inc., beginning in 1990. In addition to her advisory role, she works as an insurance sales agent focusing on life and health products. Financial & Business Consultants is an independent advisory firm providing financial guidance to individual clients.