Indianapolis, IN Keystone Crossing Office

Timothy Harris is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2017, following an eight-year tenure at City Securities Corporation. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling.

Kent Ray is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Brad Froman is a financial advisor with Stifel in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jack Ebbeler Jr. is a financial advisor at Stifel with Series 63 and Series 65 licenses and 40 years of industry experience. He worked at City Securities Corporation for 32 years before joining Stifel in 2017. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and decision-making.

Leonard Tanner is a financial advisor at Stifel with 57 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co since 2017, following seven years at City Securities Corporation. Stifel serves a broad range of clients including individual, institutional, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gary Moss is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2002. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kathy Daly is a financial advisor at Stifel with 40 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Stifel since 2017, following 13 years at City Securities Corporation. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Dante Raggio II is a financial advisor at Stifel with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2017, following a 13-year tenure at City Securities Corporation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies from its Investment Strategy Group that use forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Brian Jacobson is a financial advisor at Stifel with 16 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2017, following eight years at City Securities Corporation. Jacobson serves as a managing partner in family investment partnerships alongside his father and brother. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services such as financial planning and third-party adviser recommendations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Brad Polo is a CFP®-credentialed financial advisor with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Welch is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at City Securities Corporation for seven years. Outside of his advisory role, he serves on the endowment committee of North United Methodist Church and is active as a freelance singer. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling.

Samantha King is a financial advisor at Stifel with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Fifth Third Securities and Wells Fargo Advisors. Stifel serves a diverse client base, 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 support asset allocation, retirement, insurance, and estate planning analyses.

John Kennedy Jr. is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2017, following a 36-year tenure at City Securities Corporation. 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.

Thomas Davis is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Stifel in 2017, he worked at City Securities Corporation for 19 years. Outside of his advisory role, he is president and owner of Davis Minerals Inc., a company that leases mineral interests to oil and gas exploration firms. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Suzanne Marshall is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 designations and 41 years of industry experience. She has worked at Stifel since 2017, with prior roles at City Securities Corporation and Sanctuary Advisors LLC. Outside of her advisory work, she serves as treasurer and board member for Pet Friendly Services of Indiana, a nonprofit providing low-cost spay/neuter services, and is a board member of The Rotary Club of Indianapolis. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment research and probabilistic modeling to inform asset allocation and financial planning.