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Robert J

Series 63

Hackensack, NJ

STIFEL

Robert Jelderks II is a financial advisor with Stifel Nicolaus & Co Inc, holding a Series 63 designation and 33 years of industry experience. He has been with Stifel since 2014. 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 allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Brenda F

Series 66

Canton, OH

STIFEL

Brenda Fogle is a Series 66 registered financial advisor with STIFEL, based in Canton, OH, and has 26 years of industry experience. She has been with STIFEL since 2009. 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 methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

General retirement planning Income planning
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Monica S

CFP®, Series 63, Series 66

Denver, CO

STIFEL

Monica Sharma is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2022. Prior to Stifel, she worked at TD Ameritrade for nine years. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Lynn C

Series 63, Series 66

Okemos, MI

STIFEL

Lynn Colby is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 securities licenses and has been with Stifel Nicolaus & Co. since 2012. Additionally, she serves on the Lansing Community College Finance Committee, where she reviews the financials of the foundation. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by the Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

General retirement planning Income planning
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Andrea C

Series 66

St. Louis, MO

STIFEL

Andrea Contini is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 26 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 1999. Contini serves on the Ethics Board of the Investments and Wealth Institute, where he reviews applications and disciplinary matters. 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 is supported by proprietary methodologies that use forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

General retirement planning Income planning
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John M

Series 63, Series 66

Okemos, MI

STIFEL

John Mccloskey Jr. is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Outside of his advisory role, he serves as an official for middle and high school sports with the Michigan High School Athletic Association and coaches freshman basketball for Haslett Public Schools. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Mitchell G

Series 66

St. Louis, MO

STIFEL

Mitchell Greenblatt is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Stifel in 2022. Greenblatt serves on multiple community boards, including as President of The BackStoppers Development Board and Chairman of the Young Professionals Board at The Magic House, St. Louis Children's Museum. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on proprietary methodologies developed by the Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Richard P

Series 63, Series 65

Pinehurst, NC

STIFEL

Richard Palmer is a financial advisor at Stifel with 33 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2009. Palmer holds Series 63 and Series 65 licenses. Stifel serves a broad 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 that informs asset allocation and financial planning analyses.

General retirement planning Income planning
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Keith W

Series 66

Roseville, CA

STIFEL

Keith Walker is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach relies 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.

General retirement planning Income planning
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Steven B

Series 66

Savannah, GA

STIFEL

Steven Bacon is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2009, following a tenure at UBS Financial Services. Outside of his advisory work, he owns and operates an agricultural business focused on breeding, racing, and sales of thoroughbred horses. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

General retirement planning Income planning
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Stephen L

Series 66

St. Louis, MO

STIFEL

Stephen Lestmann is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Company, Incorporated since 2013. 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 uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to inform client decisions.

General retirement planning Income planning
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Mark S

CFP®, Series 63, Series 65

Santa Barbara, CA

STIFEL

Mark Strong is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving clients at Stifel since 2012. He holds Series 63 and Series 65 licenses and is based in Santa Barbara, California. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Omer S

Series 63, Series 66

Morristown, NJ

STIFEL

Omer Sander is a financial advisor at Stifel with eight years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JPMorgan Securities LLC for seven years. Outside of his advisory role, he is a general partner and equal owner of a commercial real estate LLC. 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 capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Michael A

Series 63, Series 65

Wayzata, MN

STIFEL

Michael Adams is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co., Inc. since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

General retirement planning Income planning
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Eric K

Series 66

Melville, NY

STIFEL

Eric Katten is a financial advisor at Stifel with 22 years of industry experience. He 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, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

General retirement planning Income planning
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Paul R

Series 63, Series 65

Nashville, TN

STIFEL

Paul Rogers is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing rental properties through entities he owns with his wife. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Ryan W

Series 66

St. Louis, MO

STIFEL

Ryan Wehking is a financial advisor at Stifel with 10 years of industry experience. He holds the Series 66 designation and previously worked at CBiz for seven years and Edward Jones for four years before joining Stifel. He is based in St. Louis, MO. 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 capital market analyses and asset allocation guidance.

General retirement planning Income planning
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William H

Series 63, Series 66

Manchester Center, VT

STIFEL

William Hadden III 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 Nicolaus since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to provide guidance on asset allocation, retirement, insurance, and estate planning.

General retirement planning Income planning
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Jack H

CFP®, Series 63, Series 65

Zionsville, IN

STIFEL

Jack Harlos is a Certified Financial Planner (CFP®) with 34 years of industry experience. He has been with Stifel since 2017 and previously worked at City Securities Corporation from 2009 to 2017. Outside of his advisory role, he serves as a board member of RL Turner Construction and is involved with the finance committee at Ulen Country Club. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Lyle O

Series 63, Series 65

Saint Joseph, MO

STIFEL

Lyle Officer is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he owns and manages a farm in Rosendale, Missouri. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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