Waco, TX Office

Phillip Weaver is a CFP® with 20 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2014. He serves as a school board member for Waco Montessori School, participating in governance decisions. Stifel serves a broad range of clients, including individuals and institutional clients, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Shelly Hall is a financial advisor at Stifel with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked previously at UBS Financial Services. Outside of her advisory role, she serves as Chairman of the Board and President of Fuzzy Friends Rescue, an animal rescue and adoption organization in Waco, Texas. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Stephen Myatt is a financial advisor at Stifel in Waco, TX, holding a Series 66 designation with two years of experience at the firm. Prior to joining Stifel, he was involved in Myatt Fuels, LLC for eleven years. 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 developed by its Investment Strategy Group.

Jakob Dorsett is a financial advisor with Stifel in Waco, TX, holding a Series 66 designation and beginning his financial services career in 2024. Prior to joining Stifel, he worked at Dell Technologies and has experience in various other industries including retail and food services. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Joe Bozarth III is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014 and holds a Series 63 designation. 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 is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Heath Hollas is a financial advisor at Stifel with a Series 66 credential and two years of industry experience. He has held roles at Stifel since 2022 and has prior work history that includes various positions at Baylor University and other organizations. Outside of his advisory work, he serves as a baseball umpire for youth games. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies and probabilistic modeling to provide asset allocation and financial planning guidance.

Michael Adamik is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2022. Prior to his advisory career, he spent 25 years at RAM Aircraft. Adamik is involved with the Baylor Angel Network, where he mentors students and assists in educating them about investing and startup analysis. 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 relies on proprietary analysis and asset allocation models developed by its Investment Strategy Group.

Hattie Ritchey is a financial advisor at Stifel with 23 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and UBS Financial Services. She has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology from its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

James Myatt is a financial advisor at Stifel with 45 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory work, he serves as a board member and meeting treasurer for the WISD Education Foundation and is involved in a family farming business. 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 a proprietary methodology from its Investment Strategy Group, which provides forward-looking analyses and asset allocation guidance.