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Elyse G
Series 66
Springfield, IL
STIFEL
Elyse Griminger is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. Prior to joining Stifel, she worked in real estate at KW Elevate Luxury and held positions in local government and small business. She has also been involved in gymnastics coaching and retail. 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 relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and guidance across asset allocation, retirement, insurance, and estate planning.
David F
Series 63, Series 65
Yardley, PA
STIFEL
David Farina is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as Lead Pastor at Calvary Full Gospel Church, where he preaches, teaches, and oversees church operations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses to support their investment decisions.
Robert W
Series 63, Series 65
Clayton, MO
STIFEL
Robert Wolff is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. 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 developed by its Investment Strategy Group.
Matthew M
Series 63, Series 65
Garden City, NY
STIFEL
Matthew Mazur is a financial advisor at Stifel with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Stifel in 2022, he worked at VBPN&P LLP for one year. Outside of his advisory role, he has been employed in the restaurant industry at Doc O'Grady's Irish Pub since 2019, where he has held various positions including shift manager. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Matthew B
Series 66
Southfield, MI
STIFEL
Matthew Battenberg is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017, following a year at Wells Fargo Clearing. Outside of his advisory role, he is a managing member of Battenberg Investment Co LLC, where he is involved in investment decisions. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies.
John T
Series 63, Series 65
Portsmouth, NH
STIFEL
John Troiano is a financial advisor with Stifel in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is involved with a Non Family Trust. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Andrew G
Series 63, Series 65
Indianapolis, IN
STIFEL
Andrew Gleaves is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for eight years. 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 developed by its Investment Strategy Group.
William B
Series 63, Series 65
Appleton, WI
STIFEL
William Boehme is a financial advisor at Stifel with 33 years of industry experience. He has held Series 63 and Series 65 designations and has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, high net worth clients, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Kristina P
Series 63, Series 65, Series 66
Waterloo, IA
STIFEL
Kristina Price is a financial advisor at Stifel with 27 years of industry experience. She has been with Stifel since 2009 and holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she serves as a director of the Spangler Cemetery Association. Stifel serves a wide range of clients, 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 to guide asset allocation and financial planning.
Edward B
Series 63, Series 65
Greenwood Village, CO
STIFEL
Edward Blackman IV is a financial advisor with Stifel, Nicolaus & Co., Inc. in Greenwood Village, CO. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 25 years with Stifel. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing 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 to guide asset allocation and financial planning.
Beth R
Series 63, Series 65
Dublin, OH
STIFEL
Beth Radcliff is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Outside of her advisory role, she serves as a board member and volunteer for the Make-A-Wish Foundation and contributes to the Ohio University College of Business as a board member focused on curriculum relevance. 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 is based on proprietary capital market assumptions and probabilistic modeling to support client decision-making.
Jason P
Series 63, Series 65
Frisco, TX
STIFEL
Jason Parker is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2015. Parker serves on the investment committee of the Dallas Jewish Community Foundation. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.
Greg F
Series 66
Quincy, IL
STIFEL
Greg Feldberg is a financial advisor with Stifel in Quincy, IL, holding a Series 66 designation and 22 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is involved in property ownership and management. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to support client decision-making across asset allocation, retirement, insurance, and estate planning.
Scott D
Series 63, Series 66
San Francisco, CA
STIFEL
Scott Duff is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2012. Outside of his advisory role, he manages rental properties. Stifel serves a broad client base 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.
Joshua W
CFP®, Series 66
Lagrange, GA
STIFEL
Joshua Williams is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Stifel, Nicolaus & Company, Inc. since 2015. He holds the Series 66 designation and is based in Lagrange, GA. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing 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.
Sheri H
Series 63, Series 65
Macon, GA
STIFEL
Sheri Haugabook is a financial advisor at Stifel with 30 years of industry experience. She holds the Series 63 and Series 65 credentials. Prior to joining Stifel, she worked at Raymond James & Associates and Morgan Stanley in various roles. Outside of her advisory work, she is involved in an outdoor living design and construction business, Archadeck of Central Georgia, where she manages payroll. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance from its Investment Strategy Group.
John D
Series 63, Series 65
Frontenac, MO
STIFEL
John Doneff is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2001. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.
Andrew M
Series 66
Houston, TX
STIFEL
Andrew Mcgee is a financial advisor at Stifel based in Houston, TX, holding a Series 66 credential with 23 years of industry experience. He previously worked at UBS Financial Services from 2002 to 2025. Outside of his advisory role, Mcgee co-manages a rental property through an LLC with his wife. Stifel serves a diverse client base including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group.
Joseph M
Series 66
Canfield, OH
STIFEL
Joseph Musolino is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm provides brokerage and investment advisory services utilizing a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
John H
Series 63, Series 65
Boston, MA
STIFEL
John Hage is a financial advisor at Stifel in Boston, MA, with 28 years of industry experience. He has held his current position since 2015 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the board of directors for the Hockomock YMCA and is the treasurer of the Cocasset Lake Association. Stifel serves a broad range of clients including individuals, institutions, and municipalities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting client decision-making without guaranteeing outcomes.
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