Teri Wilson is a financial advisor at Stifel with 40 years of industry experience. She holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2009. Outside of her advisory role, she serves on the US Senator Charles Grassley Advisory Council, contributing insights on issues affecting families and communities. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services with an emphasis on proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Wayne Breyfogle is a financial advisor with Stifel in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2000. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Don Hoeft Jr. is a financial advisor with Stifel in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is a band member who plays in a band for hire. 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 provide asset allocation and financial planning analyses.

Matthew Wegehaupt is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2022, following a nine-year tenure with Cetera Advisor Networks. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering 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 for asset allocation and financial planning analyses.

James Leonard is a financial advisor at Stifel with 52 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory role, Leonard serves on the Board of Trustees Property Maintenance at Covenant Presbyterian Church in Omaha, NE. Stifel serves a broad range of clients, 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, providing asset allocation and planning analyses intended to support client decision-making.

Scott Fuhrman is a financial advisor at Stifel with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and Mutual of Omaha Bank. Outside of his advisory role, he serves as president and board volunteer for the Pacific Springs Homeowners' Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling by its Investment Strategy Group to support client decision-making on asset allocation and financial planning.

David Kloeckner is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2011 to 2023. Kloeckner is based in Omaha, NE. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, 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.

Kyle Miller is a financial advisor with Stifel in Omaha, NE, holding a Series 63 designation and 26 years of industry experience. He previously worked at Cetera Advisor Networks LLC, Cetera Wealth Services, LLC, and LPL Financial. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michael Robino is a CFP® professional with 31 years of experience in the financial industry. He is currently with Stifel and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analytical guidance to support client decision-making.

John Brady is a financial advisor at Stifel with a Series 66 designation. He has one year of industry experience and previously worked at Community National Bank & Trust of Texas, Pinnacle Bank, Citizens National Bank of Texas, and several other organizations in healthcare and consulting. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Jeanne Kisner is a financial advisor with Stifel in Omaha, NE, holding Series 63 and Series 66 designations and having 42 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2008. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Joshua Mell is a financial advisor with Stifel in Omaha, NE, holding a Series 66 designation and two years of industry experience. Prior to joining Stifel in 2024, he worked at Fiserv for six years and Hy-Vee for eleven years. Mell serves on the governing board of the nonprofit Memories For Kids and is involved as Vice President of Fundraising for the organization, which supports children with a parent who has stage IV cancer. He is also Secretary on the board of the Davis Boxing Club, a nonprofit focused on youth empowerment through boxing and mentorship. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.