Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Robert C
CFP®, Series 63, Series 65
White Plains, NY
STIFEL
Robert Campolongo is a Certified Financial Planner® with 29 years of industry experience. He 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, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.
David I
Series 63, Series 65
Dublin, OH
STIFEL
David Irish is a financial advisor at Stifel based in Dublin, Ohio, with 35 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the finance committee at Our Lady of Lourdes Catholic Church, volunteers with Saint Vincent De Paul focusing on assisting the elderly, and is an usher at Ohio State University home football games. 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.
John T
Series 66
Crown Point, IN
STIFEL
John Tellers is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Compass Group in various roles from 2015 to 2022. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group, using forward-looking market assumptions and probabilistic modeling.
Robert M
Series 63
Hauppauge, NY
STIFEL
Robert Mason Jr. is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 2012 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.
Susan R
Series 63, Series 65
Vero Beach, FL
STIFEL
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.
Thomas R
Series 63, Series 65
Evansville, IN
STIFEL
Thomas Ruder is a financial advisor with Stifel in Evansville, Indiana, holding Series 63 and 65 licenses and bringing 50 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Mr. Ruder serves as president of the Thomas A. & Sharon K. Ruder Foundation, a charitable nonprofit, and sits on the board of directors for St. Joseph Cemetery. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.
Darin P
CFP®, CFA®, Series 63, Series 65
Portsmouth, NH
STIFEL
Darin Pope is a CFP® and CFA® with 29 years of industry experience. He is currently with Stifel in Portsmouth, NH, having joined the firm in 2025. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, FSIC, Securities America Inc., and United Atlantic Advisors, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
William H
Series 63, Series 66
St. Louis, MO
STIFEL
William Hance is a financial advisor at Stifel with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at TD Ameritrade and Scottrade. Stifel serves a broad range of clients, including individual investors, institutions, and nonprofit organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.
Anthony R
Series 66
New York, NY
STIFEL
Anthony Ruscigno is a financial advisor at Stifel in New York, NY, holding a Series 66 designation with 10 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.
Beaux J
Series 66
Phoenix, AZ
STIFEL
Beaux Johnston is a Series 66 credentialed financial advisor with Stifel in Phoenix, AZ, bringing four years of industry experience. Prior to joining Stifel in 2021, he worked at UBS Financial Services and has experience in both business education and the entertainment sector. Stifel serves a diverse client base 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.
Amy R
Series 66
Waterloo, IL
STIFEL
Amy Rodenmeyer is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has been with Stifel since 2015 in various roles. Outside of her advisory work, she serves as office manager for Rodenmeyer Automotive LLC, an automotive repair business. Stifel serves a broad range of clients—including individuals, institutional investors, and charitable organizations—and offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Andrew W
CFP®, Series 66
Mequon, WI
STIFEL
Andrew Wiziarde is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Stifel since 2018 and previously with B.C. Ziegler and Company from 2016 to 2018. Outside of his advisory work, Wiziarde serves as Finance Chair for Big Brothers Big Sisters Ozaukee County and is a board member and head coach for the Grafton Gladiators youth football program. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Ryan S
Series 66
Palm Beach Gardens, FL
STIFEL
Ryan Schack is a financial advisor at Stifel with 22 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following nine years at Bank of America, N.A. Schack serves as a board member and advisory member of the Jupiter Police Foundation, where he participates in monthly meetings and community events supporting the police department. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation, providing clients with tailored financial planning and advisory solutions.
John R
Series 63, Series 65
Clayton, MO
STIFEL
John Rosenthal is a financial advisor at Stifel in Clayton, MO, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Stifel since 1993. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.
Robert B
Series 63, Series 65
Center Valley, PA
STIFEL
Robert Beck is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent four years at Wells Fargo Clearing. Beck serves on the Board of Governors and Membership Committee of the Society of Seniors, a national nonprofit senior golf organization, and acts as its Treasurer overseeing financial duties. Stifel serves a broad range of clients including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group. The firm provides fee-based financial planning and comprehensive investment analysis while allowing clients discretion over implementation.
Samuel C
CFP®, Series 66
Corpus Christi, TX
STIFEL
Samuel Clark is a CFP® with eight years of industry experience, currently affiliated with Stifel in Corpus Christi, TX, where he has worked since 2013. He holds the Series 66 license and serves as an Alumni Recruitment Advisor for the Texas Rho chapter of Phi Delta Theta, focusing on alumni engagement and recruitment. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.
Brenda W
Series 63, Series 66
Lima, OH
STIFEL
Brenda Westbeld is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2011. Additionally, she serves as a notary public. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Anthony C
Series 66
Conshohocken, PA
STIFEL
Anthony Campanale is a financial advisor at Stifel with 28 years of industry experience. He has held his current position at Stifel since 2007 and holds a Series 66 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.
John W
Series 63, Series 65
Decatur, AL
STIFEL
John Wyker III is a financial advisor at Stifel with Series 63 and Series 65 licenses and 50 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Stifel. He serves as trustee for a family trust established under his father's will. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and public entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Ryan B
CFP®, Series 63, Series 65
Tampa, FL
STIFEL
Ryan Belfiore is a CFP® professional affiliated with Stifel in Tampa, FL, with four years of industry experience. Prior to joining Stifel in 2026, he worked at Cetera, Regions Bank, and TD Private Client Wealth LLC among other financial institutions. Stifel serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters