Columbus, OH Easton Way Office

Lynn Heatwole is a financial advisor at Stifel with 41 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co., Inc. since 2004. Outside of her advisory role, she is the sole owner of Welsh Hills Hops LLC, a farming business that supplies hops to local breweries. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Anthony Mabry is a financial advisor with Stifel in Columbus, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, NA. Outside of his advisory role, he is a partner and owner at Siller Sonas Partners LLC and is involved in selling timber from personally owned property. 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 uses proprietary methodology from its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Patti Mcgrew is a Series 66 licensed financial advisor with 28 years of industry experience. She has worked at Merrill for 21 years before joining Stifel Nicolaus & Co. Inc. in 2020. Outside of her advisory role, she is an independent beauty consultant for Mary Kay Cosmetics. Stifel serves a diverse clientele, 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.

Michele Behling is a CFP® with 15 years of experience in financial advisory. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Morgan Stanley from 2015 to 2019. Outside of her advisory role, she is the owner and designer of CheleAllaModa, an online business selling clothing and home goods. 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.

Jody Scheiman is a financial advisor at Stifel with 43 years of industry experience. She has been with Stifel Nicolaus & Co., Inc. since 2005. Scheiman serves as a board member of the Center for Healthy Families, working with pregnant and parenting teens in minority neighborhoods in Columbus, Ohio. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, providing frameworks for client decision-making.

Mary Giersz is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Joseph Foster is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.

John Mcallister is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is involved in managing a family timber farm through Merker Family LLC. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.