Wendy Clark is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus since 2018, with prior experience at Security National Bank from 2008 to 2018. 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.

Dylan Cohen is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at SAC from 2022 to 2024. Prior to entering the financial industry, he spent ten years in full-time education and had roles at several schools including Laurel Springs School, Taft High School, and Sierra Canyon School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services that incorporate proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Lynn Heatwole is a financial advisor at Stifel with Series 63 and Series 65 licenses and 42 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2004. Outside of her advisory work, she is the sole owner of Welsh Hills Hops LLC, a farming business that supplies hops to local breweries. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

John Salmon is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has worked previously at Vacasa, Fortegra, and Fundy Software Inc. prior to joining Stifel in 2024. 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.

Tyler Weaver is a financial advisor at Stifel with 12 years of industry experience and holds a Series 66 designation. He has worked at Stifel since 2019 and previously was with Wells Fargo Clearing from 2016 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Kozsan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stifel, Nicolaus & Company, Inc. since 2015. He also works at Wal-Mart and holds board positions with several local non-profits, including the Student Financial Aid Association and Hope of Evansville. Additionally, he serves as treasurer for the Thomas A. & Sharon K. Ruder Foundation, a private family foundation. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Paul Higgins is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel since 2007. Higgins serves as a board member of Trailnet, a nonprofit organization focused on fostering safer urban environments for cycling and walking. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Steven Gwon is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Charley Rich is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. Prior to joining Stifel, he held positions at JP Morgan Private Bank and US Financial Services. Rich also has a background in education, having worked at West Essex Middle and High Schools as well as George Washington University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies.

Laurel Pressley is a financial advisor with Stifel in Birmingham, AL, holding a Series 66 designation and seven years of industry experience. She has worked at Stifel Nicolaus since 2019 and previously held positions at INTL FCStone Financial Inc., St. Clair Farmers Co-op, and Alabama Farmer's Cooperative. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Renu Jain is a financial advisor at Stifel in Garden City, NY, holding Series 63 and Series 65 credentials with 31 years of industry experience. Jain has worked at Stifel since 2007. Outside of her advisory role, she serves as a trustee for a 501(c)(3) charitable foundation and as treasurer for a nonprofit organization, managing charitable giving and related administrative responsibilities. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

John Wood Jr. is a financial advisor with Stifel in Zanesville, Ohio, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A.G. Edwards & Sons, and UBS Financial Services. Stifel serves a broad 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.

Steven Sedler is a financial advisor with Stifel in Jamestown, ND, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent five years with Wells Fargo Clearing. Sedler serves as an Executive Board Member of the Jamestown Basketball Booster, supporting youth basketball in his community. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and asset management.

Michael Mabire II is a financial advisor at Stifel based in Pensacola, FL, holding a Series 66 designation. He has worked in the financial services industry since 2021, with experience at New York Life Insurance Company and Atlas Financial Strategies LLC. Mabire also attended the University of West Florida from 2022 to 2025. Stifel serves a diverse client base 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 financial planning analyses.

Arthur Kennedy II is a CFA® charterholder with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2006. His prior work includes brief tenures at UBS Financial Services and Piper Sandler & Co. Arthur is based in Manhattan, Kansas. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses for its clients.

Eric Allen is a financial advisor with Stifel in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing and Davidson Investment Advisors, Inc., among other firms. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

May Jin is a financial advisor with Stifel in Mission Viejo, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses.

Alicia Rivera is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, with prior roles at UBS Financial Services Inc. and Morgan Stanley. Rivera is a co-owner of Rivtech Portable Cinemas, a seasonal entertainment business. 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.

Gregory Schuette Sr. is a CFP® professional with 40 years of industry experience, currently serving at Stifel since 2012. He is based in Johnson City, TN. Outside of his advisory role, he serves as a board member for Coalition for Kids, a nonprofit focused on the development of children academically, physically, spiritually, and socially. Stifel provides a range of brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning.

Deborah Williams is a financial advisor at Stifel with 44 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of her advisory role, she serves as a board member of the Waterford Springs Homeowners' Association and is also a Vermont notary public. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, providing guidance that clients may use to make informed decisions.