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John Eric Suess

Advisor at STIFEL — Santa Rosa Beach, FL

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Santa Rosa Beach, FL

STIFEL logo

STIFEL

Institution

Total advisors

3,358

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

John Suess is a financial advisor at Stifel with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014 and holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as a board member and secretary for The Bob Emig Foundation, a charitable organization supporting youth sports and education. 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 guided by proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Santa Rosa Beach, FL

Santa Rosa Beach FL

Advisors at this office

1

Most active in

Florida · Illinois · Texas

Work history

27 years of industry experience

Stifel Nicolaus & Co Inc

2014 - Present • 12 years

Edwardsville, IL

Wells Fargo Clearing

2008 - 2014 • 6 years

Edwardsville, IL

A. G. Edwards & Sons, Inc.

2000 - 2008 • 8 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles B

Series 63, Series 65

Santa Rosa Beach, FL

Bay Hill Capital Management USA, LLC

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Murray H

Series 63, Series 66

Freeport, FL

Hornsby Asset Management, LLC

Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

Active portfolio management
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Joshua S

Series 66

Niceville, FL

Future Path Financial Planning

Joshua Scannell is a financial advisor at Future Path Financial Planning with one year of industry experience. He holds a Series 66 designation and has worked at firms including Legacy Growth Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Joshua's background includes roles outside finance, such as positions at the University of West Florida and SunQuest Cruises. Future Path Financial Planning serves individuals and high-net-worth clients with investment management, financial planning services, and specialized real estate transition and Section 1031 exchange planning. The firm uses a blend of passive and active strategies guided by Modern Portfolio Theory and offers clients discretionary trading authority with the option to set written investment restrictions.

Real estate investing Retirement withdrawal strategies Cash flow / budgeting Business exit / sale strategy General estate planning guidance
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Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Connor Graham is a financial advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones Investments. Outside of advising, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on IPS-driven strategies that incorporate fundamental analysis, modern portfolio theory, and technical analysis. The firm operates on a primarily non-discretionary basis and utilizes margin and options trading strategies.

Options & derivatives strategies Annuities Real estate investing
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Ryan S

Series 65

Niceville, FL

Vector Check Financial Planning

Ryan Suttlemyre is the principal advisor at Vector Check Financial Planning in Niceville, FL. He holds a Series 65 designation and has experience in the U.S. Air Force spanning 27 years, followed by a career with United Parcel Service. He founded Vector Check Financial Planning in 2026. Vector Check Financial Planning offers project-based, fee-only financial planning services to individuals and high-net-worth clients. The firm focuses on limited-scope, one-time engagements covering areas such as retirement, tax, estate, and business planning, without providing ongoing investment management or custody services.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Airline Pilot Military & Veterans

Brian O

CFP®, EA

Niceville, FL

Winged Wealth Management and Financial Planning

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) Airline Pilot Military & Veterans Government Employee Gen X (Born 1965-1980)
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