Robert Winter is a financial advisor with Stifel in Southlake, TX, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith, Inc. Outside of his advisory work, he serves as President of the North Texas Baseball Club, a nonprofit youth baseball organization. Stifel serves a diverse clientele, including individuals, institutional investors, and nonprofit organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jonathan Stewart is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Investments and Wells Fargo Clearing. Stewart serves on the boards of two nonprofit organizations, including a church and a human trafficking survivor support group. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Hayden Winter is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Arthur J. Gallagher and has an academic background from Cornell University. Stifel serves a broad range of clients 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.

Phillip Meyer is a ChFC®-designated financial advisor with 28 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held positions at Bank of America and Merrill Lynch. Based in Southlake, TX, Meyer’s background includes extensive experience with major financial institutions. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies. The firm provides episodic fee-based financial planning without automatic implementation or ongoing monitoring unless engaged for execution.

Jacob Hyett is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he serves as a worship leader for Sunday services at various churches. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology that provides asset allocation and planning analyses intended to assist client decision-making.