Louisville, KY Office

Mark Kregor is a financial advisor with Stifel in Louisville, KY, holding a Series 63 designation and over 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021, following a two-year tenure at Robert Baird & Co. and a 26-year career with J.J.B. Hilliard, W.L. Lyons, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Preston Cameron is a CFP® professional at Stifel with three years of industry experience. Prior to his current role, he held positions at The University of Southern Indiana, Butler University, and Saint Xavier High School. 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 allocation guidance from its Investment Strategy Group.

Stephanie Jaso is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 credential. She has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Richard Penn is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2001 and has served in the U.S. Army Reserve with various tours of duty since 1971. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Philip Meisel III is a CFA® charterholder based in Louisville, KY, with 38 years of industry experience. He has been with Stifel since 1987. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to deliver investment analysis and allocation guidance based on forward-looking capital market assumptions and probabilistic modeling.

Alice Cameron Roth is a financial advisor with Stifel in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2005. 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 allocation methodology developed by its Investment Strategy Group.

Robert Kremer is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 1996 and holds Series 63 and Series 65 designations. Kremer serves on the Board of Directors for the St. Xavier High School Alumni Association in Louisville, KY. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

James Tennill III is a financial advisor with Stifel in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Vincent Cameron is a financial advisor at Stifel in Louisville, KY, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is the owner of Cameron Ventures LLC, which operates an Airbnb business. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering 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.

Nicholas Dickinson is a Certified Financial Planner (CFP®) with 38 years of experience in the financial industry. He has been with Stifel Nicolaus & Co., Inc. since 2005. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning decisions.

Amy Cooper is a Series 66 licensed financial advisor at Stifel with four years of industry experience. She has been with Stifel since 2021 and previously worked at Prolacta from 2016 to 2017. 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 relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Hannah Witt is a financial advisor at Stifel in Louisville, KY, holding a Series 66 designation with six years of industry experience. She has been with Stifel Nicolaus since 2020 and has prior work experience with Robert Half, Olin Brass, and Elite Built Homes. Stifel serves a broad range of clients, including individuals and institutional entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michelle Marks is a financial advisor with Stifel in Louisville, KY, holding a Series 66 designation and six years of industry experience. She previously worked at Raymond James and Associates, Inc. and Coca-Cola. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Amy Lanning is a financial advisor at Stifel with 19 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Merrill and Bank of America. Outside of her advisory work, she operates a family farm where she raises and sells beef cattle. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services alongside proprietary investment analysis and asset allocation guidance developed by its Investment Strategy Group.

Katharine Boyer is a financial advisor at Stifel with 46 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 1979. Outside of her financial advisory work, Boyer serves on the board of Critically Loved, a nonprofit supporting families with critically ill children, where she participates in organizing family events and serves as secretary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services built on proprietary investment analysis and forward-looking capital market assumptions.