Montgomery, AL Eastchase Lane Office

Benjamin Walker III is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 designation. Outside of his advisory role, he serves on the board of directors for the Walker Family Cemetery, overseeing its maintenance. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

James Klingler is a financial advisor with Stifel in Montgomery, AL, holding a Series 63 designation and over 54 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Outside of his advisory role, Klingler serves as president of the Willow Pond Foundation, a charitable organization. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Robert Seibels III is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory work, he serves on the Board of Trustees at Huntingdon College and is a member of the Montgomery County Historical Society's Board of Directors. Stifel serves a broad range of clients—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services that are supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mitchell Dubina is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2012. Outside of his advisory role, he serves as Vice President of the Wynlakes HOA Board and is active on the Board of Trustees and related committees at Trinity Presbyterian School in Montgomery, Alabama. He also volunteers with the Druids Charity Club, organizing local fundraising events. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports analyses for asset allocation, retirement, insurance, and estate planning.

John Dunn is a Series 66-licensed financial advisor at Stifel with 15 years of industry experience. His career includes roles at Wells Fargo Clearing, PNC Managed Account Solutions, BB&T Investment Services, and Northwestern Mutual Investment Management. He is based in Montgomery, AL. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses, supporting client decision-making across a range of financial needs.

Johnny Dunn is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010 and holds a Series 63 license. Outside of his advisory role, he is involved in real estate management and ownership through entities such as Mary Management LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, 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.

Robert Sasser is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2021. Prior to that, he was associated with several entities under First Command in 2020 and was involved with Real Estate Collateral, LLC from 2013 to 2019. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Gregory Pittman is a financial advisor at Stifel with 34 years of industry experience. He holds a Series 63 designation and previously worked at Bank of America, N.A., and Merrill. Outside of his advisory role, he is a half-owner of P2 Farms LLC, a hunting and fishing property in Alabama. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and probabilistic modeling through its Investment Strategy Group to guide asset allocation and financial planning.

Mary Briscoe is a Series 66-licensed financial advisor with Stifel in Montgomery, AL, where she has worked since 2010. She has 18 years of industry experience. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

David Evans III is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel, he worked in medical device sales through his business, David Franklin Evans III LLC, and held positions at several firms including Southern Medical Technologies and Jefferson Matthews Wealth Solutions. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Sheree Luker is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Mary Ann Hall is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and held roles at Auburn University’s Harbert College of Business. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Golson is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Merrill, and Morgan Stanley Dw Inc. 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 methodologies developed by its Investment Strategy Group.

George Mardre is a financial advisor at Stifel with 41 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2012, following roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he is a part owner of a family farm in Windsor, North Carolina. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Lehman Easterling III is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes positions at Morgan Stanley and Citigroup Global Markets. He is based in Montgomery, AL. 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 developed by its Investment Strategy Group.