Kerry Auer is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. He holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, 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 financial planning analyses.

Chet Eisenmayer is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following two years at TD Ameritrade and five years at Panera. He also serves as a notary in Ballwin, MO. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Robert Wolff is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Stifel Nicolaus & Co. since 2009. Stifel serves a diverse client base 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.

James Estes is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. Outside of his advisory work, he serves as Vice President of VP Saint Louis, a fraternal community organization where he assists in meeting planning and organization. Stifel serves a wide 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.

John Frailey is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. 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 utilizes a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Paul Novelly II is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel and its affiliates since 2005. Outside of advising, he is involved in multiple family-owned businesses in real estate development, oil trading, and construction, and serves as a director or officer in several investment and charitable entities. Stifel serves a broad client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides fee-based financial planning and investment analysis, with clients retaining discretion over plan implementation.

Clay Jones is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Stifel. His prior roles include positions at Asset Consulting Group and Century Securities Associates, as well as work with Apex Oil Company and Affiliates. Outside of his advisory duties, he is involved with SAGM, LLC, a family office where he works as an investment accountant assisting with investment tracking and tax return preparation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses, typically providing fee-based, episodic financial plans without automatic implementation or ongoing monitoring.

Mark Goddard is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel since 1994 and also maintains a role with B & H Petroleum since 1986. Outside of his advisory work, he serves on the board of the St. Louis Elks Lodge #9 and chairs the Broadcast Committee for the St. Louis community parade. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services informed by a proprietary investment strategy developed by its Investment Strategy Group.

Jody Gudac is a financial advisor at Stifel with eight years of experience in the industry. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for ten years before joining Stifel in 2018. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

Paul Higgins is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel since 2007. Higgins serves as a board member of Trailnet, a nonprofit organization focused on fostering safer urban environments for cycling and walking. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Christian Thomas is a CFP® and holds a Series 66 license, with six years of industry experience. He has worked at Stifel, Nicolaus & Company, Incorporated since 2020 and previously was employed at Nestle Purina Petcare Company from 2016 to 2020. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support financial planning and asset allocation decisions.

Patrick Crawley is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. 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 relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Sean Rosenthal is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is involved in real estate through ownership and brokerage activities with Roberts Realty and London Properties, LLC. Stifel serves a wide 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.

Phillip Hamilton is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Stifel since 2007. 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.

Paul Putzel is a financial advisor with Stifel in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002. Stifel serves a diverse client base 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.

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.

Sean Hogan is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Stephen Wasserman is a financial advisor at Stifel with 58 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 1988. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering both 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.

Scott Dolan is a financial advisor with Stifel in Clayton, MO, holding a Series 66 designation and seven years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2019 and previously held roles at U.S. Bancorp Investments, Inc. and US Bank from 2008 to 2019. Dolan serves as President of the Board of Trustees for Lift for Life Academy and holds board positions with the Saint Louis Central Library Foundation and the Campbell House Museum. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Schulte is a financial advisor at Stifel with 39 years of industry experience, including 38 years at the firm. He holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

John Rosenthal is a financial advisor at Stifel in Clayton, MO, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Stifel since 1993. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Patrick Flood is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at M1 Finance LLC, Wells Fargo Advisors, Key Mortgage Services, and Spencer Fane LLC. Stifel serves a broad range of clients including individuals, institutions, 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 allocation guidance.

David Weiss is a financial advisor with Stifel, Nicolaus & Company Incorporated, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Stifel since 2002. Outside of his advisory role, Weiss serves on the Board of Trustees and the Finance and Audit Committee at Mary Institute and Saint Louis Country Day School, where he also chairs the Investment Committee overseeing the school's endowment. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and fee-based financial planning services grounded in proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Phillip Carapella is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2003. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Jacob Bender is a CFP®-designated financial advisor with six years of industry experience, currently with STIFEL in Clayton, MO. His prior experience includes roles at Edward Jones, Wells Fargo Advisors, and Booksource Inc. He is involved with the American Lung Association as an Emerging Leader, helping to plan events for the charity. STIFEL serves a diverse client base including individuals, high net worth clients, 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.

Owen Ley is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has prior work experience at PepsiCo and in educational roles at Lindenwood University, Lewis University, Quincy Park District, and Quincy Notre Dame High School. 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 guidance is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Gretchen Watkin is a financial advisor with Stifel, Nicolaus & Company Incorporated, holding a Series 63 designation and 36 years of industry experience. She has been with Stifel since 2002. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and asset allocation guidance.

Matthew Schulte is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has worked at Stifel, Nicolaus & Company since 2018. Prior to his financial career, he was employed at the Saint Louis County Crime Lab and was involved with the Museum of Contemporary Religious Art for eight years. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Harvey Novack is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2004. Novack also serves as a co-trustee for a non-family trust. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Brynn Rosenthal is a Series 66-licensed financial advisor with Stifel in Clayton, MO. Rosenthal joined Stifel in 2022 and has held positions at various companies including Goodwood Brewing & Spirits and Outback Steakhouse. Stifel serves a broad range of clients, including individuals, institutional accounts, 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 financial planning analyses.

Geoffrey Espe is a CFA® charterholder with 34 years of industry experience. He has been with Stifel since 2018 and previously worked at Wheelhouse Securities Corp for nine years. 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 strategy methodology developed by its Investment Strategy Group.

Steven Levin is a financial advisor at Stifel with 33 years of industry experience, having been with the firm since 1993. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Vice President of Checkmate Holdings LLC, a company marketing products to the restaurant and hospitality industry. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Timothy Clark is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel, Nicolaus & Company Incorporated since 2002 and holds Series 63 and Series 65 licenses. Stifel serves a wide 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.

Duane Thomas is a financial advisor with Stifel, Nicolaus & Co., Inc. in Clayton, MO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel since 1994. Thomas serves as a member of the Investment Committee for the Chestnut Hill Benevolent Association, a nonprofit nursing care facility. Stifel serves a wide range of clients, including individuals, institutions, and municipalities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.