Leland C. Roider II

Senior Vice President/Investments

6189392004

Education

• B.S., Business Administration, Saint Louis University

Licenses

• Series 7, General Securities Representative
• Series 63 and Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)

Experience
Lee began his investment industry career in 2002 and joined Stifel in 2016. Over more than two decades, he has guided individuals, families, and business owners through a wide range of market environments, helping them develop personalized strategies to pursue their financial goals with confidence. Prior to joining Stifel, Lee served as a Financial Advisor with American Express, an Investment Representative with Edward Jones, and a Financial Advisor with A.G. Edwards, Wachovia, and Wells Fargo. His extensive industry experience, combined with a commitment to understanding each client's unique needs and objectives, enables him to provide thoughtful guidance and tailored wealth management strategies designed to support long-term financial success.

Memberships

• Waterloo Chamber of Commerce – Former Board Member
• Collinsville Rotary – Former President

M. Shane Hatley

Vice President/Investments

6189391406

Licenses

• Series 7, General Securities Representative
• Series 63 and Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)

Experience
Shane joined Stifel as a Financial Advisor in September 2003, bringing with him more than 15 years of customer service experience. Throughout his career, he has remained committed to delivering exceptional service and providing clients with comprehensive financial support and guidance. By building strong relationships and understanding each client's unique needs, Shane helps clients make informed decisions and stay focused on achieving their long-term financial goals.

Memberships

• Waterloo Fire Department – Retired Volunteer Firefighter
• Waterloo Chamber of Commerce – Member
• Acorns Golf Links – Member
• Waterloo Country Club – Member

Ethan Mayberry

Financial Advisor

6189392003

Education

• University of Missouri - St Louis: Bachelor of Science in Business Administration – Management, Graduated 2021

Licenses

• Series 7, General Securities Representative
• Series 63 and Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)

Experience
Ethan began his financial services career with Stifel after graduating college, driven by a passion for the financial markets and a desire to help others achieve their financial goals. He started as an Advisory Trader Analyst at Stifel’s Home Office, where he gained valuable insight into market dynamics, portfolio management, and the ever-evolving financial industry. As his knowledge and experience grew, he decided to pursue a career as a Financial Advisor, where he could combine his market expertise with meaningful client relationships. Ethan joined Shane Hatley as his partner in August 2024, to work closely with clients and is dedicated to delivering thoughtful advice, personalized service, and a client-first experience.

Sophi McWilliams

Client Service Associate

6189391415

Sophi McWilliams began her financial services career as a Client Service Manager with Triada Advisors in 2019. With more than 15 years of customer service experience, she is dedicated to delivering exceptional client experience through responsive communication, attention to detail, and personalized support. Sophi works closely with clients and financial advisors to assist with account servicing, operational needs, and administrative matters, helping ensure that each interaction is handled efficiently and with care. Her commitment to service and relationship-building helps create a seamless and positive experience for every client she serves.

Amy Rodenmeyer

Registered Client Service Associate

6189391405

Education

• B.A., Mathematics, Webster University

Licenses

• Series 7, General Securities Representative
• Series 63 and Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)

Experience
Amy began her financial services career in April 2015 with Stifel Bank before transitioning to Stifel’s home office in downtown St. Louis, Missouri. Over the next eight years, she worked in the Stifel Support Department, assisting clients and branch offices with a wide range of operational and service-related needs. Amy joined the Stifel Waterloo office and works as a Registered Client Service Associate. Operating alongside Lee, Shane, and Ethan, she is dedicated to providing exceptional client service and assisting clients with their financial and account-related needs.

Jackie Pleimann Hern

Client Relationship Manager

6189392002

Education

• Bachelor of General Studies, Southeast Missouri State University

Licenses

• Series 7, General Securities Representative
• Series 63 and Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)

Experience
Jackie began working with Lee as an assistant at Wells Fargo in 2015 and joined Stifel in 2016. As your first point of contact, she is dedicated to continuously building relationships with clients and providing the highest level of service and experience, whether over the phone or in the office.