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Beth R

Series 63, Series 65

St. Louis, MO

STIFEL

Beth Ross is a financial advisor at Stifel with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Clearing, LLC and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional investors, 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.

General retirement planning Income planning
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Deven P

Series 63, Series 65

St. Louis, MO

STIFEL

Deven Pauls is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Stifel in 2024, he worked at Charles Schwab. Stifel serves a wide 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.

General retirement planning Income planning
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Timothy H

CFA®, Series 65

St. Louis, MO

STIFEL

Timothy Howard is a CFA® charterholder and holds a Series 65 license, with 15 years of industry experience. He has been with Stifel Nicolaus since 2013, based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Joshua G

Series 66

St. Louis, MO

STIFEL

Joshua Griener Hickey is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones, Amazon, and S.A.S Retail Services. 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.

General retirement planning Income planning
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Luigi S

Series 66

St. Louis, MO

STIFEL

Luigi Scire is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Company since 2019. Prior to his financial career, he operated Touch of Gold Auto Detailing for two years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Matthew B

Series 66

St. Louis, MO

STIFEL

Matthew Boyer is a Series 66-licensed financial advisor at Stifel with seven years of experience, including roles at Stifel Nicolaus and Johnny Macs Sporting Goods. He is based in St. Louis, MO. 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, supporting asset allocation and financial planning decisions.

General retirement planning Income planning
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Lia R

Series 66

St. Louis, MO

STIFEL

Lia Read is a financial advisor at Stifel with nine years of industry experience. She holds a Series 66 designation and has been with Stifel since 2015. The firm serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Angela J

Series 66

St. Louis, MO

STIFEL

Angela Jansen is a Series 66 licensed financial advisor at Stifel with 13 years of industry experience. She has been with Stifel since 2002. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and fee-based advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

General retirement planning Income planning
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Timothy M

Series 66

St. Louis, MO

STIFEL

Timothy Meirink is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. He has worked at Stifel since 2018 and previously held positions at United Airlines and Scottrade. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both 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 to guide asset allocation and financial planning.

General retirement planning Income planning
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Kian H

CFA®, Series 66

St. Louis, MO

STIFEL

Kian Homayoonfar is a CFA® charterholder with 16 years of industry experience currently serving as a financial advisor at Stifel Nicolaus & Co Inc. He joined Stifel in 2021 after six years at Edward Jones. He holds a Series 66 license and is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

General retirement planning Income planning
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Jessica B

Series 63, Series 65

St. Louis, MO

STIFEL

Jessica Bailey is a financial advisor with Stifel in St. Louis, MO. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Stifel, she worked at FCB Banks and Fresh Thyme Farmer's Market. Outside of her advisory role, she is involved with the YMCA. 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.

General retirement planning Income planning
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Christina H

Series 63, Series 66

St. Louis, MO

STIFEL

Christina Hannah is a financial advisor at Stifel with 22 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at OSAIC, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Stifel serves a broad client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm provides both brokerage and investment advisory services, using proprietary methodologies developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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Christopher M

CFP®, Series 63, Series 66

St. Louis, MO

STIFEL

Christopher Marcus is a CFP® certificant with 17 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent eight years at Scottrade. Marcus is based in St. Louis, MO. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach leverages proprietary analysis by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for planning and allocation guidance.

General retirement planning Income planning
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Michael P

Series 63, Series 66

St. Louis, MO

STIFEL

Michael Pope is a financial advisor at Stifel with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following a 19-year tenure at Scottrade, Inc. He is based in St. Louis, MO. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to support investment analysis and allocation guidance.

General retirement planning Income planning
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Ashley D

Series 66

St. Louis, MO

STIFEL

Ashley Dutta is a financial advisor at Stifel with eight years of industry experience. She has worked at Stifel Nicolaus since 2017, following prior roles at KForce Professional Staffing and Bank of America. She holds the Series 66 designation and is based in St. Louis, MO. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and maintains a focus on municipal market activity and affiliated trust and banking services.

General retirement planning Income planning
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John H

Series 66

St. Louis, MO

STIFEL

John Hall is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation. Prior to joining Stifel, he held various roles in the food and service industries, including positions at Randy James Inc. and Goodcents Inc. 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 forward-looking market assumptions developed by its Investment Strategy Group.

General retirement planning Income planning
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James D

Series 63, Series 65

St. Louis, MO

STIFEL

James Duncan is a financial advisor at Stifel with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including BMO Harris Financial Advisors and M&I Investment Management Corp. He is based in St. Louis, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Nicole R

Series 63, Series 66

St. Louis, MO

STIFEL

Nicole Roesch Rundle is a financial advisor at Stifel with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at TD Ameritrade and Scottrade. Based in St. Louis, MO, she has been with Stifel for six years. 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’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning decisions.

General retirement planning Income planning
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Nicholas W

Series 66

St. Louis, MO

STIFEL

Nicholas Wilhelm is a financial advisor with Stifel in St. Louis, MO, holding a Series 66 designation. He has experience working at several firms, including Prudential Financial and LPL Enterprise LLC, and has a background that includes roles at Adaptive Solutions Group, Enterprise Holdings, and in education at Southeast Missouri State University and Francis Howell High School. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

General retirement planning Income planning
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Kevin O

Series 63, Series 65

St. Louis, MO

STIFEL

Kevin Ortmeyer is a financial advisor at Stifel with 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member for United Cerebral Palsy, Heartland in St. Louis. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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