Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Eugene C

Series 63, Series 65

Frontenac, MO

STIFEL

Eugene Carter is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at prominent firms including Merrill Lynch and Bank of America prior to joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s approach emphasizes client discretion in implementation and provides a range of financial planning and asset allocation solutions.

General retirement planning Income planning
user avatar
firm logo

Lynn S

Series 63, Series 66

Bethel Park, PA

STIFEL

Lynn Sunseri is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, 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 clients in making informed decisions.

General retirement planning Income planning
user avatar
firm logo

Deanna M

Series 63, Series 66

Redding, CA

STIFEL

Deanna Mercurio is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following three years at Wells Fargo Clearing. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses tailored to client decisions.

General retirement planning Income planning
user avatar
firm logo

Kevin L

Series 66

Winston-Salem, NC

STIFEL

Kevin Lyall is a financial advisor at Stifel with 28 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following six years at Jjb Hilliard Wl Lyons LLC. Outside of his advisory role, he is involved in managing Vandalay Properties, LLC, which focuses on purchasing commercial buildings. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

General retirement planning Income planning
user avatar
firm logo

Christopher H

CFA®, Series 63

New York, NY

STIFEL

Christopher Hagar is a CFA® charterholder with 27 years of industry experience. He is currently with Stifel Nicolaus & Co Inc, where he has worked since 2018, following a nine-year tenure at Wedbush Morgan Securities. Based in New York, NY, he holds the Series 63 license. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

General retirement planning Income planning
user avatar
firm logo

Dmytro G

Series 66

St. Louis, MO

STIFEL

Dmytro Golovko is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. Prior to joining Stifel in 2022, he worked at Mckendree Metro Rec Plex for five years and Mckendree University for one year. Outside of finance, Golovko serves as a hockey instructor and referee, involved in teaching ice skating and hockey as well as officiating games. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services with an investment approach supported by proprietary capital market analysis and probabilistic modeling.

General retirement planning Income planning
user avatar
firm logo

Art I

Series 63, Series 65

Long Beach, CA

STIFEL

Art Ignacio is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc since 2019, Wells Fargo Clearing from 2016 to 2019, and Citigroup Global Markets from 1997 to 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.

General retirement planning Income planning
user avatar
firm logo

Jason Y

Series 66

Medford, OR

STIFEL

Jason Yaeger is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and previously worked at Umpqua Investments, Inc. for 18 years before joining Stifel in 2019. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach includes proprietary analysis and allocation guidance developed by its Investment Strategy Group, which supports client decision-making through forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
user avatar
firm logo

Michael T

CFP®, Series 66

Eau Claire, WI

STIFEL

Michael Toutant is a CFP® professional with 23 years of industry experience, currently affiliated with Stifel since 2009. He holds a Series 66 license and is based in Eau Claire, WI. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm engages in both fee-based planning and advisory executions, supporting clients with asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
user avatar
firm logo

Jack E

Series 63, Series 65

Indianapolis, IN

STIFEL

Jack Ebbeler Jr. is a financial advisor at Stifel with Series 63 and Series 65 licenses and 40 years of industry experience. He worked at City Securities Corporation for 32 years before joining Stifel in 2017. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and decision-making.

General retirement planning Income planning
user avatar
firm logo

George G

Series 66

Macon, GA

STIFEL

George Greer is a financial advisor at Stifel with five years of industry experience. Prior to joining Stifel in 2025, he worked at Raymond James for four years and spent eight years at Spivey, Pope, Green & Greer, LLC. Outside of his advisory role, he serves as a director for several local organizations, including the 21st Century Partnership, Inc., supporting Robins Air Force Base, and the Ocmulgee National Park and Preserve Initiative, which focuses on establishing Georgia’s first national park in Macon. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm combines brokerage and advisory services, utilizing proprietary investment methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
user avatar
firm logo

Haley H

Series 66

Dallas, TX

STIFEL

Haley Hunt is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, she held positions at Southern Methodist University and Jones Lang LaSalle among other roles. She serves as a volunteer board member for the T. Boone Pickens YMCA in Dallas and provides financial literacy education to justice-involved youth through Cafe Momentum. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market models to support asset allocation and financial planning.

General retirement planning Income planning
user avatar
firm logo

William B

Series 66

St. Louis, MO

STIFEL

William Burke is a financial advisor at Stifel in St. Louis, MO, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Renaissance Financial and community involvement with St. Jude Children's Research Hospital - ALSAC. He also has entrepreneurial experience from operating Exo Nail Bar. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Leonard T

Series 63, Series 65

Indianapolis, IN

STIFEL

Leonard Tanner is a financial advisor at Stifel with 57 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co since 2017, following seven years at City Securities Corporation. Stifel serves a broad range of clients including individual, institutional, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Joseph M

Series 63, Series 65

Melville, NY

STIFEL

Joseph Muro is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2020. Since 2020, he has been with Stifel Nicolaus & Co Inc in Melville, NY. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and allocation methods developed by its Investment Strategy Group, which inform client planning without guaranteeing outcomes.

General retirement planning Income planning
user avatar
firm logo

Luke S

Series 66

Southfield, MI

STIFEL

Luke Skillman is a financial advisor with Stifel in Southfield, MI, holding a Series 66 designation and joining the firm in 2026. He has previously worked at Dell Technologies and Michigan State University in various roles. 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.

General retirement planning Income planning
user avatar
firm logo

Cindy R

Series 66

Crown Point, IN

STIFEL

Cindy Reilly is a financial advisor at Stifel with 11 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co., Inc. since 2012. Stifel serves a broad range of clients—including individuals, institutional clients, charitable organizations, and municipal entities—offering both 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 inform asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
user avatar
firm logo

James K

Series 63, Series 65

Salem, OR

STIFEL

James Kniffin is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Stifel in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2024. Outside of his advisory role, Kniffin serves as a high school football official with the Salem Football Officials Association. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Stanley P

Series 63, Series 65

Los Angeles, CA

STIFEL

Stanley Price is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co. since 2011. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and government entities. The firm offers brokerage and investment advisory services, using a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
user avatar
firm logo

Nickolette B

Series 66

Denver, CO

STIFEL

Nickolette Beery is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. Outside of her advisory role, she serves as Treasurer and Registered Agent for Uptown Ballers Corporation, a youth basketball club in Colorado. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)