Wendy Clark is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus since 2018, with prior experience at Security National Bank from 2008 to 2018. Stifel serves a diverse client base, 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.

Mary Ann Kelly is a financial advisor at Stifel with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Stifel in 2021, she worked at Dunes Surgical Hospital and Big Beard's Adventure Tours. She serves on the board and the service committee of the Rotary Club of Sioux City, a charitable organization involved in community projects. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kimberly Kletschke is a financial advisor at Stifel with 29 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2010. Kimberly holds Series 63, 65, and 66 licenses. She serves on the finance committee of the Dakota Dunes Country Club and is a trustee of the University of South Dakota Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Erin Sautter is a financial advisor with Stifel and holds a Series 66 designation. She has five years of industry experience, including prior roles at RBC Wealth Management and Bankers Life. Outside of her advisory work, Erin serves as a board member for the Crittenton Center, a child welfare organization, and is a co-owner of Frosted, a local cupcake and cake business. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Benjamin Fegenbush is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 credential and has previously worked at L&L Distributing and other firms in a variety of roles. Fegenbush serves as Treasurer for the Siouxland Growth Organization, where he prepares monthly finance reports and participates in board meetings. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Dennis Dashner is a financial advisor at Stifel with 43 years of industry experience. He has held his current role since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, 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 to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Robert Shultz is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has been with Stifel since 2009. 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 asset allocation and planning analyses.

Jessica Gonzalez Calderon is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She previously worked in various roles outside the financial sector, including positions at Sioux City Marina, Sioux City Community School District, and several restaurants. 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 asset allocation methodologies.

Korey Kletschke is a CFP® and ChFC® with 13 years of industry experience, currently an advisor at Stifel since 2017. He previously worked at Principal Financial and Princor Financial between 2012 and 2017. Kletschke serves as president of the Siouxland Estate Planning Council and is on the Board of Directors and Finance Committee for the Boys & Girls Clubs of Siouxland. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.