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Thomas B
Series 63, Series 65, Series 66
Southfield, MI
STIFEL
Thomas Brehm is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following a decade at Ameriprise Financial Services, Inc. Outside of his advisory role, he is a treasurer, director, and 25% owner of Central Michigan Inns, a limited service hotel, and is involved with its holding company, Meridian Hospitality LLC. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports client decision-making through asset allocation, retirement, insurance, and estate planning analyses.
Matthew B
Series 66
Southfield, MI
STIFEL
Matthew Battenberg is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2017, following a year at Wells Fargo Clearing. Outside of his advisory role, he is a managing member of Battenberg Investment Co LLC, where he is involved in investment decisions. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies.
Richard W
Series 66
Southfield, MI
STIFEL
Richard Williams is a financial advisor at Stifel with 15 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following a brief period at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Luke S
Series 66
Southfield, MI
STIFEL
Luke Skillman is a financial advisor with Stifel in Southfield, MI, holding a Series 66 designation and joining the firm in 2026. He has previously worked at Dell Technologies and Michigan State University in various roles. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Leslie B
Series 63, Series 65
Southfield, MI
STIFEL
Leslie Beier is a financial advisor at Stifel with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc since 2021. Her prior experience includes roles at Raymond James & Associates and UBS Financial Services Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.
Jon R
Series 63, Series 65
Southfield, MI
STIFEL
Jon Randall is a financial advisor at Stifel with 20 years of industry experience. He has held positions at Stifel since 2017 and previously worked at Morgan Stanley Private Bank. Randall serves on the development committee of Detroit Cristo Rey School and participates in fundraising and advisory roles for several community organizations, including the Detroit Athletic Club and the Al Fracassa Legacy Foundation. 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 modeling from its Investment Strategy Group.
Christopher A
CFA®, Series 66
Southfield, MI
STIFEL
Christopher Armour is a CFA® charterholder and holds the Series 66 designation with 16 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016 and briefly worked at Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a FINRA arbitrator and is a commissioned Notary Public in Michigan. Stifel serves a diverse client base including individual and institutional investors, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing guidance on asset allocation and financial planning that supports client-driven decision-making.
Melissa R
Series 66
Southfield, MI
STIFEL
Melissa Russell is a Series 66-licensed financial advisor at Stifel with 17 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016 and previously worked at Wells Fargo Clearing. Outside of her advisory role, she serves as a Notary Public, notarizing documents for Stifel clients. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Michael A
Series 66
Southfield, MI
STIFEL
Michael Anderson is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following roles at Wells Fargo Clearing and UBS Financial Services. Anderson serves as a Green Committee member at Meadowbrook Country Club, participating in coordination between the golf course superintendent, members, and board. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology through its Investment Strategy Group to provide forward-looking investment analyses and asset allocation guidance.
John P
Series 63, Series 65
Southfield, MI
STIFEL
John Prebay is a financial advisor at Stifel with 33 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2020 and previously worked at UBS Financial Services from 2004 to 2020. Outside of his advisory role, he is a member of 28411 Capital LLC, which invests in private equity funds. 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 methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.
Mary W
CFP®, Series 63, Series 66
Southfield, MI
STIFEL
Mary Warner is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Stifel. Her prior experience includes roles at Destination Wealth Management and Wells Fargo Investments, as well as a brief tenure at Sprout House Natural Foods Market. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.
Michael L
CFP®, ChFC®, Series 66
Southfield, MI
STIFEL
Michael Leach is a financial advisor at Stifel with 20 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and previously worked at UBS Financial Services for 11 years before joining Stifel in 2020. Leach serves as a board member for Hail Impact, a nonprofit connecting University of Michigan athletes with local charitable organizations. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.
Robert T
Series 66
Southfield, MI
STIFEL
Robert Tracy is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance, Culvers, and GNC. He also has experience at Michigan State University. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
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