STIFEL

Nathaniel Kane is a financial advisor at Stifel with Series 66 credentials and three years of industry experience. His work history includes multiple roles at Stifel and its affiliates, as well as positions at the University of Missouri and State Farm. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs proprietary methodologies developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Blake Hamer is a CFP® professional at Stifel with eight years of industry experience. He has been with Stifel since 2017 and worked previously at Ocwen Loan Servicing from 2013 to 2017. He serves as Treasurer and a member of the Board of Directors for the Family YMCA of Black Hawk County. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Jared Cernansky is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. He has been with Stifel Nicolaus since 2018 and previously worked at Rubicon Global (formerly WestRock) from 2016 to 2018. 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, providing capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

James Harris III is a financial advisor at Stifel in Birmingham, AL, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2015. His prior experience includes roles at Sterne Agee Leach Inc. and AIG Sunamerica Capital Services, Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation, retirement, and estate planning analyses.

Helen Gordon is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 13 years before joining Stifel in 2023. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Kerry Auer is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel, Nicolaus & Company Incorporated since 2002. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

James Steinmetz is a financial advisor with Stifel based in Pepper Pike, OH. He holds a Series 66 designation and has one year of industry experience, including prior roles at Equitable Advisors and CrossCountry Mortgage. Outside of finance, he is involved in the food service industry at Western Reserve Distillers, where he works in food preparation and serving. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering both brokerage and advisory services. The firm utilizes proprietary investment methodologies and provides fee-based financial planning and asset allocation guidance through its Investment Strategy Group.

David Thomas is a financial advisor at Stifel with 39 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for ten years. Outside of his advisory role, he serves as President and Treasurer of the L/H Scholarship Program Inc., which grants scholarships to graduating seniors from Woodrow Wilson High School in Dallas, TX. 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.

Kevin Bates is a financial advisor with Stifel in Boise, ID, holding a Series 66 designation and eight years of industry experience. He previously worked at UBS Financial Services and BPA Health, Inc. Bates serves on the boards of the Wassmuth Center for Human Rights and the Treasure Valley CFO Forum, where he is involved in event planning and sponsorship activities. He is also a member of the Finance Committee at Hillcrest Country Club. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Lonn Ensing is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at D.A. Davidson & Co. for 14 years. Outside of his advisory role, he manages rental properties. 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.

Blakely Hall is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following a four-year tenure at Cetera Advisor Networks. 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.

Michael Barry is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2015, following a tenure at Citigroup Global Markets beginning in 2006. Outside of his advisory role, he serves as Secretary of the Zeta Zeta Alumni Association. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ronald Wilkins is a financial advisor at Stifel with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2007. Based in Jacksonville, FL, his career spans nearly two decades at the firm. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and governmental entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides a variety of financial planning and advisory solutions tailored to client discretion.

Christopher Ark is a Series 66-licensed financial advisor with Stifel in Honolulu, Hawaii, where he has worked since 2015. He has four years of industry experience. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Robert Boatner is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and offering 29 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services. Boatner serves on the Board of Directors for the Quitman Country Club in Mississippi. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group, offering capital market-based asset allocation and planning analyses.