Andrew Klinger is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Benjamin F. Edwards & Co. and The Huntington Investment Company. His other business activities include oversight of commercial real estate holdings associated with timeshare lease properties managed by his family. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both 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.

Michael Maddox is a financial advisor at Stifel with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel since 2021. Prior to joining Stifel, he held roles with several community organizations and educational institutions, including Victory Assembly of God Church and Modesto Christian School. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies from its Investment Strategy Group.

Anthony Mabry is a financial advisor with Stifel in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, NA. Outside of his advisory role, he is a partner and owner at Siller Sonas Partners LLC and is involved in selling timber from personally owned property. 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 uses proprietary methodology from its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Suzanne Marshall is a financial advisor with Stifel in Indianapolis, holding Series 63 and Series 65 designations and 41 years of industry experience. She has worked at Stifel since 2017, with prior roles at City Securities Corporation and Sanctuary Advisors LLC. Outside of her advisory work, she serves as treasurer and board member for Pet Friendly Services of Indiana, a nonprofit providing low-cost spay/neuter services, and is a board member of The Rotary Club of Indianapolis. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment research and probabilistic modeling to inform asset allocation and financial planning.

Mitchell Farsad is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones from 2011 to 2019. Outside of his advisory role, he serves as a director and advisory board member in local chapters of the Association of Certified Fraud Examiners and the Association of Certified Anti-Money Laundering Specialists, contributing to fraud detection and anti-money laundering education. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning decisions.

Michelle Hill is a financial advisor at Stifel with 25 years of industry experience. She has held positions at Stifel since 2012, previously working at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of her advisory role, Hill works part-time in customer service at a retail clothing store and is a notary public. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Larry Flynn is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following a nine-year tenure at Wheelhouse Securities Corp. Stifel serves a diverse client base, 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 guide asset allocation and financial planning.

Chris Williams is a financial advisor at Stifel with eight years of industry experience. He has been with Stifel since 2018 and previously worked at U.S. Bank for sixteen years. Williams holds the Series 66 designation. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

Dale Bourne is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2009, with prior experience at UBS Financial Services and Piper Jaffray & Co. He serves as a board member of the Senior Resource Center of Douglas County, a nonprofit organization focused on benefiting older adults. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joseph Isler is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he held roles including JV basketball coach at Rambam Mesivta and personal trainer. Outside of his advisory work, he coaches basketball and provides strength training and nutritional guidance to individual clients. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Lori Amoroso is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2015. 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.

Maclain Petri is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held roles at Royalty Renewables and StoneX and has been involved with multiple organizations including Big Biscuit LLC and the Jewish Community Center. 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 and asset allocation methodologies developed by its Investment Strategy Group.

Daniel Robinson is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus since 2012. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mary Vereb is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. since 2009. She is also involved in providing notary services through the National Notary Association during securities trading hours. 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 guided by a proprietary methodology developed by its Investment Strategy Group using forward-looking capital market assumptions and probabilistic modeling.

Phillip Emory is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. He previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Emory also serves as a citizen member on the Macon Fire and Police Pension Board. 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.

Kevin Laurie is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His previous roles include positions at Barclays Capital, Lehman Brothers, and Raymond James. Laurie has been with Stifel since 2017. 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, providing planning and allocation guidance intended as a basis for client decisions.

John Whitaker is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation for 27 years. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Robert Sniezek Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Brenda Robertson is a financial advisor at Stifel with 32 years of industry experience. She previously worked at D.A. Davidson & Co. for 21 years before joining Stifel in 2021. Outside of her advisory work, she serves as treasurer for Farm in the Dell Great Falls, a home for disabled adults. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Andrew Bransky is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following an 11-year tenure at B.C. Ziegler and Company. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.