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Stacy P

Series 66

Topeka, KS

STIFEL

Stacy Polzar is a financial advisor at Stifel with 23 years of industry experience. She has been with Stifel since 2009 and holds a Series 66 designation. 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. The firm provides fee-based financial planning and portfolio guidance intended as a basis for client decisions, with clients generally maintaining discretion over implementation.

General retirement planning Income planning
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Jason N

Series 63, Series 65

Topeka, KS

STIFEL

Jason Newell is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2007. Outside of his advisory role, he serves as a board member of the Ranchland Trust of Kansas, an organization focused on preserving Kansas ranching heritage, and is involved in local agricultural and hunting activities. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and model allocations based on proprietary methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Terry J

Series 63, Series 65

Topeka, KS

STIFEL

Terry Jacquinot is a financial advisor with Stifel in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also offers fee-based financial planning, wrap programs, and recommendations of third-party advisers.

General retirement planning Income planning
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Terry B

Series 63, Series 66

Topeka, KS

STIFEL

Terry Beeman is a financial advisor at Stifel with 44 years of industry experience. He has held his position at Stifel since 2007. Beeman holds Series 63 and Series 66 credentials and is based in Topeka, Kansas. Stifel serves a broad range of clients, 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, providing analysis and allocation guidance intended to support client decision-making.

General retirement planning Income planning
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George S

Series 63, Series 65

Topeka, KS

STIFEL

George Schuler is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Outside of his advisory role, Schuler serves as President of the Sherwood Improvement District in Topeka, Kansas, where he oversees funding and maintenance for local roads and water systems. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Jeffrey H

Series 63, Series 65

Topeka, KS

STIFEL

Jeffrey Hughes is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

General retirement planning Income planning
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Daniel L

Series 63, Series 66

Topeka, KS

STIFEL

Daniel Long is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Company since 2016. 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.

General retirement planning Income planning
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