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Renee C
Series 63, Series 66
Canfield, OH
STIFEL
Renee Costantino is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel since 2009. Prior to joining Stifel, she was with UBS Financial Services and Mcdonald Investments Inc. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Randy A
CFP®, Series 63, Series 65
Boise, ID
STIFEL
Randy Anderson is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously worked at UBS Financial Services from 2012 to 2020. He is based in Boise, ID. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and wrap programs. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that provides forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.
Michael W
Series 63, Series 65
Tampa, FL
STIFEL
Michael Wallace is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. 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 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.
Jessica M
CFA®, Series 66
St Louis, MO
STIFEL
Jessica Marlow is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she serves on the investment committee of Nubability Athletics, a foundation focused on encouraging and instructing limb-different youth in mainstream sports. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.
Nicholas S
Series 66
Daytona Beach, FL
STIFEL
Nicholas Stockhammer is a financial advisor at Stifel with one year of industry experience. He previously worked at Project Management Advisors and Whiting Turner Contracting Company, and has five years of experience at the University of Florida. He serves as treasurer of the University of Florida Alumni Club in Daytona Beach/Volusia County, where he helps plan events and manages the club’s checking account. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group that informs asset allocation and planning analyses.
Jeffrey M
Series 63, Series 65
Carlsbad, CA
STIFEL
Jeffrey Mccoy is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a board member for Nu Shoe Inc. Stifel serves a diverse client base including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Brett G
Series 63, Series 65
Grand Rapids, MI
STIFEL
Brett Gortsema is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel, Nicolaus & Co., Inc. since 2001. Stifel serves a broad 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, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.
Kammeron H
Series 66
Frontenac, MO
STIFEL
Kammeron Hibdon is a financial advisor at Stifel with 19 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent five years at Wells Fargo Clearing. 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.
Jonathan H
Series 63, Series 65
Wayzata, MN
STIFEL
Jonathan Hess is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Stifel in 2022, he worked for Wells Fargo Clearing from 2016 to 2022. He is based in Wayzata, MN. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Jacob W
Series 66
Ketchum, ID
STIFEL
Jacob Watson is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at MC Credit Partners LP for five years. His background also includes service at the United States Military Academy and involvement with Gravity Fitness and Tennis. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group.
Brian K
CFA®, Series 66
St. Louis, MO
STIFEL
Brian Klos is a CFA® charterholder with 20 years of experience in the financial industry, currently serving as an advisor at Stifel. He previously worked at Conway Investment Research, LLC, Stifel Nicolaus & Co Inc, and Equitable Advisors. Outside of his advisory work, Klos is a high school basketball referee for the Missouri State High School Athletic Association. Stifel serves a diverse client base that includes individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.
Brittne R
Series 63, Series 66
New York, NY
STIFEL
Brittne Rivera is a financial advisor with STIFEL in New York, NY, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Pershing Advisor Solutions LLC and Merrill. Outside of her advisory work, she serves as Board Co-Chair of the Columbia University School of General Studies Alumni Association. STIFEL serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis developed by its Investment Strategy Group.
Daryl S
Series 66
Rochester, MN
STIFEL
Daryl Schulz is a financial advisor with Stifel in Rochester, MN, holding the Series 66 designation and 23 years of industry experience. He has worked with Stifel since 2009 and spent one year at UBS Financial Services prior to that. Outside of his advisory role, Schulz serves as a stewardship committee member at Redeemer Lutheran Church and chairs the audit committee for The Landings Homeowner’s Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s approach is based on a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.
Bryan B
CFP®, Series 65, Series 66
San Jose, CA
STIFEL
Bryan Benelli is a CFP®-credentialed financial advisor with Stifel in San Jose, CA, bringing three years of industry experience. His prior roles include positions at Red Tower Advisors and Jackson Hewitt Tax Services. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Christopher K
Series 66
St. Louis, MO
STIFEL
Christopher Klaus is a financial advisor at Stifel in St. Louis, MO, with four years of industry experience. He holds a Series 66 designation and has been with Stifel since 2017. Prior to his advisory role, he spent six years working at Wehenberg Theaters. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, 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.
Brandon A
Series 63, Series 66
Elkhart, IN
STIFEL
Brandon Arnold is a financial advisor at Stifel with 18 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he is a co-owner of The Bakers Nook Cafe and serves as a committee member for the Elkhart Chamber of Commerce Business Diversity Initiative. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology through its Investment Strategy Group to support asset allocation and financial planning decisions.
Steven Z
Series 63, Series 65
Cumberland, WI
STIFEL
Steven Zimmermann is a financial advisor at Stifel with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at B.C. Ziegler and Company from 2009 to 2018. Zimmermann serves as a church council member at Northern Lakes Community Church, where he participates in reviewing church finances and strategic planning. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decisions.
William H
Series 63, Series 65
Frederick, MD
STIFEL
William Hendry is a financial advisor with Stifel in Frederick, MD, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Stifel Nicolaus & Co. since 2011. Outside of his advisory role, he is an owner and manager of a family farm in Derwood, MD. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing guidance on asset allocation, retirement, insurance, and estate planning.
Edward E
Series 66
Haddonfield, NJ
STIFEL
Edward Ellis is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following seven years at Bank of America, N.A. Outside of his advisory role, Ellis serves on the board of directors for The Tender Inc., an adult day center providing caregiver support services. 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.
Kevin G
Series 66
Garden City, NY
STIFEL
Kevin Graf is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. Prior to joining Stifel, he was involved in various roles including at Ciminellis Pizzeria and Jones Beach State Park. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach relies 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 planning analyses.
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