Shannon Flood is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, Shannon worked at Washington State University and held a position at Riptide Sushi. Stifel serves a broad 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 financial planning guidance.

William Morse is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, he worked at B. C. Ziegler And Company for eight years. He is active in his community, serving on the Vestry and outreach committee of Trinity Episcopal Church in Wauwatosa, WI. Stifel serves a diverse range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation.

James Crenna is a CFP® with 50 years of experience in the financial industry and has been with Stifel since 2006. He is based in Golden Valley, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a member of the Rotary Club of Plymouth, where he participates in fundraising activities. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance.

Gary Keesling is a financial advisor with Stifel in Frontenac, MO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory work, he serves as president of the Semper Fi Society of St. Louis, a nonprofit supporting the Marine Corps through programs such as Toys for Tots and the Gold Star Family Luncheon. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joann Franklin is a financial advisor at Stifel with 10 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus since 2007. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. Stifel’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, providing forward-looking capital market analyses to support client decision-making.

Paul Slivon 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 2012. Outside of his advisory role, he manages several personal business ventures including timber farming and a family ranch. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Hetland is a financial advisor at Stifel with 26 years of industry experience. He previously spent 24 years at Lasalle St. Securities, LLC before joining Stifel in 2025. He holds Series 63 and Series 65 licenses. Outside of advisory work, he owns Het Lands LLC, which owns the building leased by his local Stifel office. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation, retirement, insurance, and estate planning analyses.

Abbey Inlow is a financial advisor at Stifel with 21 years of industry experience. She has been with Stifel Nicolaus & Co since 2008 and holds Series 63 and Series 65 licenses. Stifel serves a wide 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, with clients retaining discretion over implementation.

Jeffrey Tomlinson is a financial advisor at Stifel with 27 years of industry experience and holds Series 63 and Series 65 designations. He has been with Stifel since 2009. Outside of his advisory role, he serves as a School Board Trustee for Sheridan County School District #2. 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, with clients maintaining discretion over implementation.

Arturo Mesa is a financial advisor with Stifel, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He joined Stifel in 2022 after 16 years with San Remo Breast and MRI Center. Outside of his advisory role, he manages a medical group's real estate holdings through A.J. Mesa Management, LLC. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Leeann Leonard is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2013. Leonard serves as a board member of the St. Joseph Public Library Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Sharon Nalivka Hancock is a financial advisor at Stifel with 34 years of industry experience. She has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Maurice Schutte is a financial advisor at Stifel with 29 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America, N.A. for 10 years before joining Stifel Nicolaus & Co Inc. in 2021. Outside of his advisory role, he manages Mo Jeanne Properties LLC, assisting in locating and managing investment properties. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Ryan Nussdorfer is a financial advisor with Stifel in Grand Rapids, MI, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Jackson National Life Distributors. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Crystal Broadus is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2009, with prior experience at UBS Financial Services. Broadus is also commissioned as a notary in Gulfport, Mississippi. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling. The firm provides fee-based financial planning and other services designed to support client decision-making.

Richard Bonnette is a financial advisor at Stifel with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for nine years before joining Stifel Nicolaus & Co. Inc. He serves on the Board of Trustees for the Haddonfield Educational Trust, which supports educational excellence in local public schools. Stifel serves a broad range of clients, 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.

Maithili Kulkarni is a financial advisor at Stifel in Macon, GA, holding Series 63 and Series 66 licenses with 24 years of industry experience. Prior to joining Stifel in 2025, she spent 12 years at Raymond James & Associates. Outside of her advisory role, she serves on the board and volunteers as a performer for Theatre Macon, a local community theatre. 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 developed by its Investment Strategy Group to inform asset allocation, retirement, insurance, and estate planning.

Chalmers Glenn IV is a financial advisor with Stifel in Sumter, SC, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at Stifel since 2009. Glenn serves as a voluntary board member for the VMI Class of 1980 Foundation, assisting with financial decisions and asset management to support classmates and their widows facing financial difficulties due to health issues. 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.

Robert Cleary is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is involved as an assistant to the general manager with the Sag Harbor Whalers, a summer baseball program for college players. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, 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.

Edward Tierney is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.