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

Derek H

CFP®, Series 63, Series 65

Bowling Green, KY

STIFEL

Derek Hull is a financial advisor with Stifel in Bowling Green, KY, holding the CFP® designation along with Series 63 and 65 licenses. He has 33 years of industry experience, including five years at Stifel Nicolaus & Co Inc and five years at Wells Fargo Clearing. Outside of his advisory role, Hull serves on several local boards, including the WKU Department of Communications Advisory Board, The Community Foundation of South Central Kentucky, and the WKU Alumni Association Board of Directors. Stifel serves a diverse client base that includes individuals, institutional clients, and nonprofit organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Kerry S

Series 63, Series 66

Bend, OR

STIFEL

Kerry Snook is a financial advisor with Stifel in Bend, Oregon, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes roles at UBS Financial Services, D.A. Davidson & Co., and Wells Fargo Investments before joining Stifel in 2019. He is also a commissioned notary for the State of Oregon. Stifel serves a diverse clientele including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Buz Z

Series 63, Series 65

Traverse City, MI

STIFEL

Buz Zamarron is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2009 and holds the Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a Successor Trustee of a family trust and is involved with the Exchange Club of Traverse City. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment recommendations are based on a proprietary methodology developed by the firm's Investment Strategy Group, providing guidance for asset allocation, retirement, insurance, and estate planning.

General retirement planning Income planning
user avatar
firm logo

Zachary K

CFP®, Series 66

Washington, DC

STIFEL

Zachary Karr is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Washington, DC. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and various advisory solutions without automatic implementation or monitoring unless engaged by the client.

General retirement planning Income planning
user avatar
firm logo

Dale J

Series 63, Series 65

Abilene, TX

STIFEL

Dale Johnson Jr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member of the Abilene Philharmonic Association and is president and part-owner of Abilene Archives & Security. Stifel serves a broad range of clients, including individuals and institutional investors, and offers brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.

General retirement planning Income planning
user avatar
firm logo

William T

Series 63

Chico, CA

STIFEL

William Twisselman is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel Nicolaus & Co. since 2008. Twisselman holds the Series 63 designation and serves as a trustee for a non-family trust. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering 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

Robert F

CFP®, Series 63, Series 65

Morristown, NJ

STIFEL

Robert Finkle is a CFP® with 31 years of industry experience, currently advising clients at Stifel. His prior roles include positions at Wells Fargo Clearing, RBC Capital Markets, and J. B. Hanauer & Co. 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

Michael S

Series 63, Series 66

Chico, CA

STIFEL

Michael Sanford is a financial advisor at Stifel with Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Outside of his advisory role, he manages a residential rental property in Chico, California. Stifel serves a diverse range of clients including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Richard M

Series 63, Series 66

Charlotte, NC

STIFEL

Richard Miller is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2007. He is based in Charlotte, NC. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group, which provide clients with analytical guidance to support their financial decisions.

General retirement planning Income planning
user avatar
firm logo

Douglas P

Series 66

South Bend, IN

STIFEL

Douglas Purucker is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2021. Prior to his financial services career, he held positions at Belle Tire, Lowe's, and Uber. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and planning analyses.

General retirement planning Income planning
user avatar
firm logo

Keith D

Series 63, Series 65

Canfield, OH

STIFEL

Keith Downard is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2009. 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.

General retirement planning Income planning
user avatar
firm logo

Jacky S

Series 63, Series 65

Orland Park, IL

STIFEL

Jacky Smith is a financial advisor at Stifel with 38 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member on the Economic Development Advisory Board in Orland Park, IL. 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 is based on proprietary methodologies developed by its Investment Strategy Group, which focus on capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

General retirement planning Income planning
user avatar
firm logo

Eric M

CFP®, Series 66

Greenwood Village, CO

STIFEL

Eric May is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2009. He holds a Series 66 license and is based in Greenwood Village, Colorado. 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 incorporates proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

General retirement planning Income planning
user avatar
firm logo

Michelle W

Series 66

Carlsbad, CA

STIFEL

Michelle White is a Series 66 licensed financial advisor at Stifel with three years of industry experience. Before joining Stifel in 2022, she worked at CHC Helicopter for five years and C&J Energy Services for two years. 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 methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar
firm logo

Gloria M

Series 66

Center Valley, PA

STIFEL

Gloria Mondschein is a financial advisor at Stifel with 23 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

General retirement planning Income planning
user avatar
firm logo

Peter B

Series 63, Series 65

Los Angeles, CA

STIFEL

Peter Benn is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Citigroup Global Markets. Benn has no notable outside activities reported. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses used as a basis for client decisions.

General retirement planning Income planning
user avatar
firm logo

Paul S

Series 63

Redding, CA

STIFEL

Paul Schwerdt is a financial advisor with Stifel Nicolaus & Co Inc, holding a Series 63 designation and bringing 25 years of industry experience. He has been with Stifel since 2016. 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 support asset allocation and financial planning analyses.

General retirement planning Income planning
user avatar
firm logo

Starlitte T

Series 63, Series 66

Gulfport, MS

STIFEL

Starlitte Townsend is a financial advisor with Stifel in Gulfport, MS, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, Townsend serves as a notary. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
user avatar
firm logo

Elizabeth W

Series 66

Auburn, CA

STIFEL

Elizabeth Waschow is a financial advisor at Stifel with 19 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. 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 utilizes a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
user avatar
firm logo

Rodney V

Series 63, Series 66

Edwardsville, IL

STIFEL

Rodney Vaught is a financial advisor with Stifel in Edwardsville, IL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Stifel since 2011. Outside of his advisory role, he is a co-manager and passive investor in Signal Buster Racing, LLC, involved in horse racing. Stifel serves a broad range of clients, including individuals, institutional investors, 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, serving as a basis for client decision-making.

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”)