Michael Sullivan is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he serves as president of both the Metropolitan Golf Association and the Long Island Caddy Scholarship, and he advises Dryvebox Inc., a golf simulator technology company. 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.

Susan Rose is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 34 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she is involved in managing a summer cottage rental business in Michigan. 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 is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.