Sara Uffelman is a financial advisor at Stifel with four years of industry experience. She holds the Series 66 designation and has worked at Stifel since 2021. Prior to joining Stifel, she was involved in freelance work and held a position at MacuHealth. Stifel serves a wide 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 for investment analysis and asset allocation guidance.

Tarah Thompson is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2024, she worked at Whirlpool Corporation for seven years and studied at Michigan State University. Outside of finance, she teaches group fitness classes at Life Time Fitness. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Zachary Hueter is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His prior work includes roles at Nolan Transportation Group, Sportsman's Warehouse, and multiple academic positions at Davenport University, Michigan State University, and Northwood University. 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.

Sarah Mccarthy is a financial advisor with Stifel, holding a Series 66 designation and seven years of industry experience. She has worked at Stifel Nicolaus since 2018 and previously held roles at Victoria's Secret and Michigan State University. Stifel serves a broad range of clients, including individuals, institutional clients, 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.

Jonathan Uffelman is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2019, following 13 years at Oppenheimer & Co. Outside of his advisory work, he serves on the advisory council and investment committee of Racquet Up Detroit and holds leadership roles with the Racquet Up Detroit Foundation, supporting minority youth mentorship and education. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Steven Thompson is a CFP®-credentialed financial advisor with 39 years of industry experience, currently with Stifel since 2008. He is based in Bloomfield Hills, MI. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Kellie Hueter is a financial advisor with Stifel, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, 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 employs forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Maral Thomas is a financial advisor at Stifel with 20 years of industry experience and holds a Series 66 designation. Her career includes roles at Merrill, Bank of America, Oppenheimer, and Stifel Nicolaus & Co Inc. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Richard Hueter 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 Nicolaus & Co Inc since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, high net worth clients, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling.