Lebanon, PA Office

Brett Holland is a CFP® with 25 years of industry experience, currently serving at Stifel since 2007. He is based in Lebanon, PA, and holds a Series 66 designation. Outside of his advisory role, he serves on the boards of Lebanon Rescue Mission, a homeless and poverty rescue mission, and Lebanon Valley Bible Church. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services that include fee-based financial planning and model-driven investment analysis developed by its Investment Strategy Group.

Sonia Gross is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent 12 years at M&T Securities. Outside of her advisory role, Gross is actively involved with the Kiwanis Club of Lebanon County, serving as Golf Committee Chairperson and holding several board roles within local and state Kiwanis organizations. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Battistelli is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he serves on the boards of the Lebanon Community Library and Lebanon County Library District, is chairman of the Lebanon Valley Economic Development Corporation, and sits on the finance committee of St. Paul the Apostle Church. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Kerri Price is a financial advisor at Stifel with a Series 66 credential and 12 years of experience in the industry. She has been with Stifel, Nicolaus & Company Inc since 2014. Outside of her advisory role, she serves as Finance Committee Chairman and Financial Secretary at Zion's Evangelical Lutheran Church in Jonestown, PA, and is active in the church's Mission Ministry Committee. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, offering client-focused asset allocation and planning analyses.