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Michael P

Series 63, Series 65

Overland Park, KS

STIFEL

Michael Petri is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 1993. Outside of his advisory role, he is the owner of M2P Capital Ventures, LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

General retirement planning Income planning
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Robin H

Series 63, Series 65

Overland Park, KS

STIFEL

Robin Harney is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel since 1995. Harney holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, typically delivered through episodic, fee-based financial plans.

General retirement planning Income planning
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Devan M

Series 65, Series 66

Overland Park, KS

STIFEL

Devan Mc Ewen is a financial advisor at Stifel in Overland Park, KS, holding Series 65 and Series 66 licenses. Mc Ewen has been with Stifel since 2023, with previous experience at CGN Advisors and a background that includes time as a student and work at Berry College Elementary and Middle School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology from its Investment Strategy Group to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
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Maclain P

Series 66

Overland Park, KS

STIFEL

Maclain Petri is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held roles at Royalty Renewables and StoneX and has been involved with multiple organizations including Big Biscuit LLC and the Jewish Community Center. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Robert S

Series 63, Series 65

Overland Park, KS

STIFEL

Robert Sniezek Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Clinton A

Series 66

Overland Park, KS

STIFEL

Clinton Anderson is a Series 66-licensed financial advisor at Stifel with 19 years of industry experience. He has worked previously at Bank of America and Merrill. Outside of his advisory role, he volunteers as a Direct Service Advisor for Trail Life USA and serves as Troop Committee Chair for a local Trail Life troop. Stifel serves a broad client base including individuals, institutions, and municipalities, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide capital market and asset allocation guidance.

General retirement planning Income planning
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Steven S

Series 63, Series 65

Overland Park, KS

STIFEL

Steven Seiler is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following five years at Wells Fargo Clearing. 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 asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Roger W

Series 63, Series 65

Overland Park, KS

STIFEL

Roger Wilkie is a financial advisor at Stifel with Series 63 and Series 65 licenses and 56 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2021 and previously worked at Wells Fargo Clearing from 2016 to 2021. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides occasional fee-based financial planning and maintains involvement with private funds, pooled vehicles, and affiliated trust companies.

General retirement planning Income planning
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Elijah G

Series 66

Overland Park, KS

STIFEL

Elijah Gatlin is a financial advisor at Stifel with one year of industry experience. His prior work includes roles at Keystone International Schools and Gatlin Medical Arts Pharmacy, among others. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Benjamin H

CFP®, Series 66

Overland Park, KS

STIFEL

Benjamin Hammes is a CFP®-certified financial advisor with Stifel, based in Overland Park, Kansas, and has five years of industry experience. He has worked at Stifel since 2020 and has held prior roles at RSDS, LLC, Sterneck Capital Management, and others. Stifel serves a wide 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.

General retirement planning Income planning
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Joanne H

Series 63, Series 66

Overland Park, KS

STIFEL

Joanne Hoffman is a financial advisor at Stifel with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2018, following a two-year tenure at Wells Fargo Clearing. 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.

General retirement planning Income planning
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Brenda H

Series 63, Series 66

Overland Park, KS

STIFEL

Brenda Harrison is a financial advisor with Stifel who holds Series 63 and Series 66 designations and has 14 years of industry experience. She previously worked at Wells Fargo Clearing Services, LLC for five years before joining Stifel Nicolaus & Co Inc in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and pooled vehicles and operates alongside affiliated trust companies and banks.

General retirement planning Income planning
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Gregory G

CFP®, Series 63, Series 65

Overland Park, KS

STIFEL

Gregory Greenberg is a Certified Financial Planner® (CFP®) with 30 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at Wells Fargo Clearing, Ameriprise Advisor Services, Inc., and Choreo, LLC. He serves as an advisory board member for the Children's Mercy Hospital Patient Family Advisory Council focused on inflammatory bowel disease. Stifel provides brokerage and investment advisory services to individual and institutional clients, including high net worth individuals, pension plans, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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