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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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Arthur K

CFA®, Series 63, Series 66

Overland Park, KS

STIFEL

Arthur Kennedy II is a CFA® charterholder with 40 years of industry experience, currently serving as a financial advisor at Stifel since 2006. He holds Series 63 and Series 66 licenses and is based in Overland Park, KS. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering 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 intended to support client decision-making.

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 with Series 65 and Series 66 licenses and no prior industry experience. His work history includes multiple roles at Stifel since 2023 and a year at CGN Advisors. He also worked at Berry College Elementary and Middle School before entering the financial industry. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with guidance intended as a basis for decision-making rather than guarantees.

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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Gregory B

Series 63, Series 65

Overland Park, KS

STIFEL

Gregory Barron is a financial advisor with Stifel in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Stifel since 1982. Outside of his advisory role, he is involved in ranch work, including farrier and cattle activities. Stifel serves a diverse client base, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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 with Stifel and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Stifel in 2021. Stifel serves a diverse client base, including individual, institutional, and municipal clients, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers episodic fee-based financial planning and emphasizes a range of activities such as services to private funds and involvement in municipal market transactions.

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 55 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing clients with asset allocation and planning guidance.

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 a Series 66 credential and one year of experience at the firm. His prior work history includes roles in the medical and financial sectors, as well as experience in education and hospitality. Stifel serves a diverse range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services built on proprietary investment analysis and capital market modeling.

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. Her previous roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both 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 guidance.

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 at Stifel in Overland Park, Kansas, holding Series 63 and Series 66 licenses with 13 years of industry experience. She worked at Wells Fargo Clearing Services from 2016 to 2021 before joining Stifel Nicolaus & Co Inc in 2021. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and public entities, providing both brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group, supporting client decision-making through various financial planning tools.

General retirement planning Income planning
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Gregory G

CFP®, Series 63, Series 65

Overland Park, KS

STIFEL

Gregory Greenberg is a CFP® professional with 29 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as an advisory board member for the Children’s Mercy Hospital Patient Family Advisory Council focused on inflammatory bowel disease. Stifel serves a broad range of clients, including individuals and institutional investors, providing brokerage and investment advisory services supported by proprietary asset allocation and planning methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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