Sheri Haugabook is a financial advisor at Stifel with 30 years of industry experience. She holds the Series 63 and Series 65 credentials. Prior to joining Stifel, she worked at Raymond James & Associates and Morgan Stanley in various roles. Outside of her advisory work, she is involved in an outdoor living design and construction business, Archadeck of Central Georgia, where she manages payroll. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance from its Investment Strategy Group.

George Greer is a financial advisor at Stifel with five years of industry experience. Prior to joining Stifel in 2025, he worked at Raymond James for four years and spent eight years at Spivey, Pope, Green & Greer, LLC. Outside of his advisory role, he serves as a director for several local organizations, including the 21st Century Partnership, Inc., supporting Robins Air Force Base, and the Ocmulgee National Park and Preserve Initiative, which focuses on establishing Georgia’s first national park in Macon. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm combines brokerage and advisory services, utilizing proprietary investment methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Maithili Kulkarni is a financial advisor at Stifel in Macon, GA, holding Series 63 and Series 66 licenses with 24 years of industry experience. Prior to joining Stifel in 2025, she spent 12 years at Raymond James & Associates. Outside of her advisory role, she serves on the board and volunteers as a performer for Theatre Macon, a local community theatre. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation, retirement, insurance, and estate planning.

Leah Rhodes is a financial advisor at Stifel in Macon, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2026, she worked at Raymond James for one year and has experience in childcare businesses. She attended the University of Georgia from 2022 to 2026. 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.

Phillip Emory is a financial advisor at Stifel with 21 years of industry experience and holds a Series 66 designation. He previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Emory also serves as a citizen member on the Macon Fire and Police Pension Board. 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.

William Greer III is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 12 years before joining Stifel in 2025. Outside of his advisory role, he is a passive investor in an aviation-related business. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning.