Thomas Kelly is a financial advisor at Stifel with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Invesco, Capital Group - American Funds Distributors, Jackson National Life, and Allstate. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and recommendations of third-party advisers. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kenneth Chapin is a CFP® professional with 43 years of industry experience, currently associated with Stifel. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 14 years at UBS Financial Services Inc. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and governmental entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses for its clients.

Deanna St. Hilaire is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. since 2009. Outside of her advisory work, she owns a custom dog accessories business and serves as a board member of the Tenants Association at Pease. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning guidance.

Michael Phillips is a financial advisor with Stifel in Canfield, Ohio, holding a Series 66 designation and 11 years of industry experience. He has been with Stifel Nicolaus & Co. since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that emphasize fee-based financial planning and proprietary investment analysis developed by its Investment Strategy Group.

John Johnson is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. The firm serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Stuart Buck is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of his advisory role, he serves on the Finance Committee of the Clinic for the Rehabilitation of Wildlife (CROW) in Florida. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Irene Grendel is a financial advisor at Stifel with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Ameriprise, LPL Financial, and Wells Fargo Clearing. Stifel serves a broad range of clients, from individuals and high net worth clients to institutional entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Donna Bowen is a Series 66 licensed financial advisor with Stifel in Ferndale, California, and has 21 years of industry experience. Prior to joining Stifel in 2021, she worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of her advisory role, she manages a rental property at her primary residence. Stifel serves a broad 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.

Jane Martin is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones Investments from 2015 to 2024. Outside of her advisory role, she is a commissioned notary. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client financial planning and asset management decisions.

Mary Heltzel is a ChFC® with 31 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc, where she has worked since 2013. She teaches a Basic Investment Program and participates in fundraising activities at York College of Pennsylvania. 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 allocation methodologies.

Robert Becker is a financial advisor at Stifel with 10 years of industry experience and holds the Series 66 designation. Before joining Stifel in 2021, he worked at CoreLogic for five years. Outside of his advisory role, Becker serves on the board of Zoneomics, a firm specializing in property information and zoning technology, and holds leadership positions with Make Music New York, a nonprofit organization that supports music venues and artist collaborations across the five boroughs. 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. The firm provides episodic, fee-based financial planning and related analyses intended to assist client decision-making.

Jay Brown is a financial advisor with Stifel in Houston, TX, holding a Series 63 designation and 57 years of industry experience. His prior work includes ten years at B. Riley Wealth Management followed by three years at B. Riley Wealth Advisors, Inc. before joining Stifel in 2025. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services with a proprietary investment analysis methodology developed by its Investment Strategy Group. The firm’s approach includes fee-based financial planning and guidance based on forward-looking capital market assumptions.

Leann St. Germain is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Stifel Nicolaus since 2008. 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 support asset allocation and financial planning analyses.

Travis Mcchessney is a financial advisor at Stifel with 22 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves on the board of the Great Commission Bible Institute in Martinsburg, PA. Stifel serves a wide range of clients including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group. The firm’s services include fee-based financial planning and model-driven asset allocation guidance.

Gregory Seamster is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Stifel and has previously worked at Wells Fargo Clearing and Wachovia Securities. Outside of advisory work, he is a partner in Buckfins and Feathers LLC, a hunting farm operation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Michael Armon Jr. is a financial advisor at Stifel with 8 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2018. Outside of his advisory role, he serves as a board member for Children's Village in Coeur D'Alene, Idaho. 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 allocation methodologies developed by its Investment Strategy Group.

Angela Johnson is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2017, following a year at B.C. Ziegler and Company. Stifel serves a diverse 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, providing analyses and guidance that clients use to make informed decisions.

David Schulte is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel since 1988 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model allocations that support client decision-making without guaranteeing outcomes.

Nathaniel Omeltchenko is a financial advisor at Stifel with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co since 2019. His prior experience includes roles at Northern Lights Distributors, LLC and W.E. Donoghue & Co., LLC, as well as time at Clemson University. 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 employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Andrew Cherrick is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for multiple terms between 2017 and 2021. He also has experience at Southern Methodist University. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.