Joseph Green is a financial advisor with Stifel, holding a Series 66 designation and 18 years of industry experience. He has worked at Stifel since 2012. Outside of his advisory role, he serves as Secretary of the Board for One South Harbor Members, LLC, a business condo owners group. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to produce asset allocation and retirement planning analyses.

Cheryl Wilczak is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2008. Outside of finance, she engages in photography as a hobby, selling her photos on a limited basis. 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 is based on a proprietary methodology from its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Kimberly Savoie is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Stifel since 2004. She holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and public entities, offering brokerage and advisory services alongside fee-based financial planning. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Jennifer Crouse is a financial advisor at Stifel with 17 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Company, Inc. since 2007. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing 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 guide asset allocation and financial planning.