Helping You Pursue Your Financial Goals
Our Team
Bellar-Yother Advisory Group
Mike Yother, AIF, MBA
Managing Director/Investments
Mike Yother
AIF, MBA
AIF, MBA
Managing Director/Investments
9318812101
Experience
Mike began his investment industry career in 1994 and joined Stifel in 2016. Prior to Stifel, he served as a Senior Vice President/Investments and Senior Portfolio Manager at UBS Financial Services, an Investment Broker at J.C. Bradford & Co., where he earned Partner status, and Human Resources Manager and Manager of Manufacturing at Fleetguard (Cummins Filtration).
Personal
After years of being the “team mom” for his two daughters’ soccer teams, Mike has reverted back to his pre-daughter days, where he enjoys spending time on the lake, trying out the slalom course, and surfing like the young person he thinks he is!
Mike began his investment industry career in 1994 and joined Stifel in 2016. Prior to Stifel, he served as a Senior Vice President/Investments and Senior Portfolio Manager at UBS Financial Services, an Investment Broker at J.C. Bradford & Co., where he earned Partner status, and Human Resources Manager and Manager of Manufacturing at Fleetguard (Cummins Filtration).
Personal
After years of being the “team mom” for his two daughters’ soccer teams, Mike has reverted back to his pre-daughter days, where he enjoys spending time on the lake, trying out the slalom course, and surfing like the young person he thinks he is!
Julie Yother, AIF, MBA
Financial Advisor
Julie Yother
AIF, MBA
AIF, MBA
Financial Advisor
9318812102
Experience
Julie began her investment industry career in 1986 and joined Stifel in 2016. Prior to Stifel, Julie served as a Financial Advisor/Investment Associate at UBS Financial Services; an Investment Broker, Partner, Senior Advisory Council member at J.C. Bradford & Co.; and Cost/General Accounting Supervisor at Duriron (Flowserve).
Personal
Julie loves spending time on beautiful Center Hill Lake with Mike, family, and friends. She enjoys surfing and all water sports, as well as snow skiing and golfing. Along with Mike, she is passionate about supporting crucial organizations in the community they call home.
Julie began her investment industry career in 1986 and joined Stifel in 2016. Prior to Stifel, Julie served as a Financial Advisor/Investment Associate at UBS Financial Services; an Investment Broker, Partner, Senior Advisory Council member at J.C. Bradford & Co.; and Cost/General Accounting Supervisor at Duriron (Flowserve).
Personal
Julie loves spending time on beautiful Center Hill Lake with Mike, family, and friends. She enjoys surfing and all water sports, as well as snow skiing and golfing. Along with Mike, she is passionate about supporting crucial organizations in the community they call home.
Rick Bellar
Vice President/Investments
Rick Bellar
Vice President/Investments
9318812105
Experience
Rick began his investment industry career in 1978 with J.C. Bradford & Co. in Cookeville and joined Stifel in 2020. Prior to joining the industry, he served as a member of the U.S. Army for two years.
Personal
Rick enjoys reading and spending time with his wife, Linda, puttering around their farm together.
Rick began his investment industry career in 1978 with J.C. Bradford & Co. in Cookeville and joined Stifel in 2020. Prior to joining the industry, he served as a member of the U.S. Army for two years.
Personal
Rick enjoys reading and spending time with his wife, Linda, puttering around their farm together.
Trey Bellar
Vice President/Investments
Trey Bellar
Vice President/Investments
9318812100
Experience
Trey began his investment industry career in 2007 and joined Stifel in 2020. Prior to Stifel, he served as a Financial Advisor at UBS Financial Services, Business Development Consultant at Curian Capital, and Investment Consultant at TD Ameritrade.
Personal
When Trey isn’t working, he can be found working out at the gym, studying history, playing his drums or guitars, sitting in Neyland Stadium cheering on the Vols, or spending time at the family farm with his wife, Sarah, and two daughters, Elise and Leighton. Trey is an active member of Franklin First United Methodist Church and Franklin Rotary at Breakfast.
Trey began his investment industry career in 2007 and joined Stifel in 2020. Prior to Stifel, he served as a Financial Advisor at UBS Financial Services, Business Development Consultant at Curian Capital, and Investment Consultant at TD Ameritrade.
Personal
When Trey isn’t working, he can be found working out at the gym, studying history, playing his drums or guitars, sitting in Neyland Stadium cheering on the Vols, or spending time at the family farm with his wife, Sarah, and two daughters, Elise and Leighton. Trey is an active member of Franklin First United Methodist Church and Franklin Rotary at Breakfast.
Carla Lamb, AIF, CFP, CRPC
Registered Operations Coordinator
Carla Lamb
AIF, CFP, CRPC
AIF, CFP, CRPC
Registered Operations Coordinator
9318812106
Experience
Carla began her financial services career in 2006 and joined Stifel in 2016. Prior to Stifel, she served as a Registered Client Service Associate at UBS Financial Services, Southwestern Investments (RJFS), Raymond James, and Wachovia Securities (Wells Fargo). She also previously served as a Financial Advisor with Valic.
Personal
Outside the office, Carla enjoys spending time with her husband and kids and coaching YMCA soccer. She also enjoys crafting and spending time in the kitchen – decorating cakes and brewing kombucha.
Carla began her financial services career in 2006 and joined Stifel in 2016. Prior to Stifel, she served as a Registered Client Service Associate at UBS Financial Services, Southwestern Investments (RJFS), Raymond James, and Wachovia Securities (Wells Fargo). She also previously served as a Financial Advisor with Valic.
Personal
Outside the office, Carla enjoys spending time with her husband and kids and coaching YMCA soccer. She also enjoys crafting and spending time in the kitchen – decorating cakes and brewing kombucha.
Bailey Yother, AIF
Financial Advisor
Bailey Yother
AIF
AIF
Financial Advisor
9318812103
Experience
Bailey began her financial services career and joined Stifel in 2019. She also interned with Stifel during the summer of 2017.
Personal
Bailey’s interests include cooking and spending time at the lake with her family and friends. She’s an active member of her church, Central City, volunteering and working with their youth ministry.
Bailey began her financial services career and joined Stifel in 2019. She also interned with Stifel during the summer of 2017.
Personal
Bailey’s interests include cooking and spending time at the lake with her family and friends. She’s an active member of her church, Central City, volunteering and working with their youth ministry.
Cassie Conley
Registered Client Service Associate