Steven Clark is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Clark serves as a board member and secretary for the Zephyr Condominium complex in Grand Haven, Michigan. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering a range of financial planning and asset allocation services.

Lynn Colby is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 securities licenses and has been with Stifel Nicolaus & Co. since 2012. Additionally, she serves on the Lansing Community College Finance Committee, where she reviews the financials of the foundation. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. Its investment approach is based on a proprietary methodology developed by the Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

John Mccloskey Jr. is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2008. Outside of his advisory role, he serves as an official for middle and high school sports with the Michigan High School Athletic Association and coaches freshman basketball for Haslett Public Schools. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jack Fischer is a financial advisor at Stifel with 22 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Jack holds Series 63 and Series 65 credentials and is also a notary. 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 incorporates a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Ryan Carter is a financial advisor with Stifel, holding a Series 66 designation and 9 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he serves on the Board of Trustees and the Financial Investment Committee of the Capital Region Community Foundation and volunteers with local nonprofit organizations focused on community support. Stifel serves a diverse client base, including individual and institutional clients, offering 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, supporting client decision-making across various financial needs.