group image of Thomas Lieser, Jr.; Leigh Anne Gage; and Tom Awadalla

Thomas E. Lieser, Jr., CFP^®
Managing Director/Investments, Branch Manager

Forbes’ Best-in-State Wealth Advisors – 2021, 2022, 2023, 2024, 2025
Forbes’ Best-in-State Wealth Management Teams – 2023, 2024, 2025
AdvisorHub’s Advisors to Watch – 2022, 2023, 2024

Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and are selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information on the selection methodology, see www.stifel.info/award-disclosures.

Leigh Anne Gage, CFP^®
Senior Vice President/Investments

Forbes’ Best-in-State Women Wealth Advisors – 2022, 2023, 2024, 2025
Forbes’ Top Next-Gen Wealth Advisors – 2017, 2018
Forbes’ Best-in-State Wealth Advisors – 2023, 2024, 2025
Forbes’ Best-in-State Wealth Management Teams – 2023, 2024, 2025
Working Mother’s Top Wealth Advisor Moms – 2020, 2021

Forbes’ Best-in-State Wealth Management Teams, Best-in-State Women Wealth Advisors, and Best-in-State Wealth Advisors rankings are based on the 12-month period ending March 31, September 30, and June 30, respectively, of the year prior to publication, and Forbes’ Top Next-Gen Wealth Advisors and Working Mother’s Top Wealth Advisor Moms rankings are each based on the 12-month period ending March 31 of the year of publication. Each are selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information on the selection methodology, see www.stifel.info/award-disclosures.

Tom L. Awadalla, CFP^®
Senior Vice President/Investments

Forbes’ Best-in-State Wealth Advisors – 2019, 2024, 2025
Forbes’ Best-in-State Next-Gen Wealth Advisors – 2019, 2022, 2023, 2024
Forbes’ Best-in-State Wealth Management Teams – 2023, 2024, 2025

Forbes’ Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication, Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information on the selection methodology, see www.stifel.info/award-disclosures.