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Shelley T

Series 63, Series 66

Columbia, MO

STIFEL

Shelley Taylor Short is a financial advisor with Stifel in Columbia, MO, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Stifel Nicolaus since 2008 and previously spent 14 years at Woodcrest Chapel. Outside of her advisory role, she serves as a bookkeeper for the Money Maids Investment Club, providing monthly accounting reports. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs proprietary methodologies developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Bradley M

Series 63, Series 65

Columbia, MO

STIFEL

Bradley Miller is a financial advisor at Stifel with 47 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2000. Outside of his advisory role, he manages the bookkeeping and farmland operations for his family’s farming partnership and serves as head of the service committee for Impact Rotary of Columbia. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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William F

Series 63, Series 65

Columbia, MO

STIFEL

William Fleming is a financial advisor with Stifel in Columbia, MO, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Stifel since 1991. Fleming serves as a member of the Stamper Scholarship Committee at Moberly Area Community College and is on the board of the Howard T & Sara B Fleming Charitable Foundation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

General retirement planning Income planning
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Jacob F

Series 66

Columbia, MO

STIFEL

Jacob Fleming is a financial advisor at Stifel in Columbia, MO, holding a Series 66 designation with one year of industry experience. Before joining Stifel in 2022, he worked at William Woods University for five years and Hickman High School for four years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both 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.

General retirement planning Income planning
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Richard R

CFP®, Series 63, Series 65

Columbia, MO

STIFEL

Richard Reardon is a CFP® with 32 years of industry experience and has been with Stifel since 2007. He serves in multiple trustee roles, including on the board and finance committee for Columbia Independent School and as a trustee overseeing finances for First Christian Church in Columbia, MO. Stifel serves a diverse client base, including individuals, institutions, 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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William M

Series 66

Columbia, MO

STIFEL

William Mcwilliams is a financial advisor at Stifel with 19 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, he serves as a board member and volunteer fundraiser for the Vincent P Gurucharri Foundation and is vice president of The Gurucharri Foundation, both nonprofit organizations based in Columbia, MO. 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.

General retirement planning Income planning
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Crystal B

Series 66

Columbia, MO

STIFEL

Crystal Bossaller is a financial advisor with Stifel in Columbia, MO, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Stifel, she worked at the Boone County Assessor's Office, Simmons Bank, and First National Bank & Trust Co/Landmark Bank, accumulating over 20 years of experience in related fields. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Jacob R

Series 63, Series 65

Columbia, MO

STIFEL

Jacob Rathgeb is a financial advisor at Stifel in Columbia, MO, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Stifel in 2024, he worked at Charles Schwab and the Teachers' Retirement System. His background also includes roles outside the financial industry at Lowe's Hardware and teaching positions at Monmouth College and PORTA High School. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting client decision-making across a range of financial planning needs.

General retirement planning Income planning
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Jeffrey W

Series 66

Columbia, MO

STIFEL

Jeffrey Wiese is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, he held positions at Thrivent Financial, Neighbors Bank, Veterans United Home Loans, and the University of Missouri, where he worked for 17 years. Outside of his advisory role, he serves as treasurer for the Boonslick Chordbusters community chorus and as an elder at Alive in Christ LCMS church, where he is involved in spiritual leadership and teaching. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

General retirement planning Income planning
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