Paul S. Rogers

Vice President/Investments; Branch Manager

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Paul began his investment industry career in 1993 and joined Stifel in 2004.  The cornerstone of his investment is to keep it simple.  Paul digs deep to understand his clients’ goals, the amount of risk they are willing to accept, and build a customized wealth management plan tailored to each client.  The most important investment principle he believes in is to stick to the plan and hold steady when the markets test you.

Paul helps his clients with myriad factors of their financial lives and, often, their personal lives as well.  The most rewarding part of his job is when he has truly made a difference in someone’s life outside of their investments.  Retirement planning, estate planning issues, tax planning, and investment planning are the technical parts of the job, but his clients’ finances are a lot more personal, and Paul believes helping them where it counts is his biggest strength.

Paul earned a B.S. in Accounting from Lipscomb University and holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life and variable insurance licenses.

 

Bradley F. Pendleton

CFA, CRPC

CFA, CRPC

Vice President/Investments

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Brad began his investment industry career in 2003 and joined Stifel in 2013.  Prior to joining Stifel, he worked as a Credit Analyst, an Adjunct Professor at Belmont University, and at the CFA Institute grading CFA exams.  Brad gains a deep understanding of his clients’ life objectives, tolerances, and stress factors to create customized wealth management plans that address their vast needs. 

Brad earned a B.A. and MBA from the University of Tennessee and holds Series 7 and 66 securities licenses.  Active in the community, he is a member and charter holder from the CFA Institute, a member of the West Nashville and Phoenix Lodge, and active at St. George’s Episcopal Church.

Galen L. Foster

Vice President/Investments

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Licensed to provide brokerage services only

Galen began his investment industry career in 1985 and joined Stifel in 2014.  He works with his clients to pursue tax-advantaged income through their retirement years.  Galen wants to learn about his clients’ needs, goals, and investment objectives to provide them with customized wealth management plans and knowledge. 

Galen attended Lipscomb University and holds Series 7, 52, and 63 securities licenses. 

John Madison

First Vice President/Investments

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John began his investment industry career in 1996 and joined Stifel in 2015.  Throughout John’s career, one investment principle has held steady:  common sense.  Although he performs appropriate analysis on his clients’ investments, he focuses primarily on keeping the wealth management and investment process as simple as possible.  This includes incorporating risk and tax mitigation strategies, diversification, time in the market instead of timing the market, index-based investments, and discipline. 

John and holds Series 7, 22, and 63 securities licenses. 

Diversification does not ensure a profit or protect against loss.  Stifel does not provide tax advice.  You should consult with your tax advisor regarding your particular situation.

Mark M. Rossi

Vice President/Investments

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Mark began his investment industry career in 2000 and joined Stifel in 2016.  He strives to create an investment plan that is personalized to clients’ individual financial goals and retirement needs.  Mark develops long-lasting relationships built on trust and understanding. 

Mark earned a Bachelor of Science in Business Administration from Fordham University and holds Series 7 and 66 securities licenses. 

Will Johnson

CFP

CFP

First Vice President/Investments

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Will began his investment industry career in 1995 and joined Stifel in 2006.  He works with his clients to implement an investment strategy that aligns with their risk tolerance derived from the wealth planning process.  Will utilizes investment products that range from individual stocks and bonds to mutual funds and exchange traded funds and conducts periodic reviews with clients.

Will earned a Bachelor of Business Administration in Finance, as well as a Bachelor of Science in Accounting.  He holds Series 6, 7, 63, and 66 securities licenses.  Will earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.

Robbie Mihalko

ACS, AIRC, FLMI

ACS, AIRC, FLMI

Registered Client Service Associate

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Robbie began her financial services career in 1986 and joined Stifel in 2017.  She assists the team and focuses on helping clients with their administrative needs while delivering a high level of service. 

Robbie earned a Bachelor of Science from Appalachian State University and holds Series 7, 24, 53, and 63 securities licenses. 

Cole Hissong

Financial Advisor

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Cole began his financial services career at Stifel in 2022.  He assists the financial advisors, staff, and clients with their account-related and operational needs. 

Cole earned a Bachelor of Arts in History and Secondary Education from The College of Wooster and holds Series 7 and 66 securities licenses. 

Janeen E Gregory

Operations Manager

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Janeen began her investment industry career in 2001 and joined Stifel in 2006.  Prior to joining Stifel, she worked at First American Corporation. 

Janeen earned a Bachelor of Arts in Communication in Public Relations from the University of Alabama and holds Series 7 and 66 securities licenses.  Outside the office, she is a member of Redeemer Lutheran Church and Nashville Ronald McDonald House.