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Paul D
Series 63, Series 65
Altoona, PA
STIFEL
Paul Delongis is a financial advisor at Stifel with Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s proprietary investment methodology, developed by its Investment Strategy Group, supports asset allocation and planning analyses that serve as a basis for client decisions.
Robert B
Series 63, Series 65
Altoona, PA
STIFEL
Robert Bainey is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.
Karen S
Series 63, Series 65
Altoona, PA
STIFEL
Karen Schraff is a financial advisor at Stifel with 40 years of industry experience and holds Series 63 and Series 65 licenses. She has been with Stifel since 2009. Outside of her advisory work, she is a co-owner of Oak Spring Winery in Altoona, Pennsylvania. 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.
James C
Series 63, Series 66
Altoona, PA
STIFEL
James Campbell is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the finance committee of Holy Trinity Catholic School and is a board member of the Hollidaysburg Area Education Foundation, contributing to financial oversight and grant decisions. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Theresa B
Series 63, Series 65
Altoona, PA
STIFEL
Theresa Bogovich is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she serves as a member of The Shields School of Business Advisory Board at St. Francis University. Stifel serves a broad range of clients, including individuals, 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, providing guidance through forward-looking capital market assumptions and probabilistic modeling.
Paul W
Series 66
Altoona, PA
STIFEL
Paul Weimer is a financial advisor at Stifel in Altoona, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel in 2025, he served for ten years at the U.S. Army Aberdeen Test Center. Outside of his advisory role, he is a partner in Brush Mountain LLC, where he is involved in tenant screening and property maintenance. Stifel serves a broad range of clients including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.
Nicholas D
Series 66
Altoona, PA
STIFEL
Nicholas De Longis is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2016. Prior to his current role, he worked at Sheetz Inc. for six years. 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 allocation methodologies developed by its Investment Strategy Group.
Travis M
Series 66
Altoona, PA
STIFEL
Travis Mcchessney is a financial advisor at Stifel with 22 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves on the board of the Great Commission Bible Institute in Martinsburg, PA. Stifel serves a wide range of clients including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group. The firm’s services include fee-based financial planning and model-driven asset allocation guidance.
Julie L
Series 63, Series 65
Altoona, PA
STIFEL
Julie Lerch is a financial advisor with Stifel in Altoona, PA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. She has been with Stifel since 2009. 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.
Thomas W
Series 63, Series 65
Altoona, PA
STIFEL
Thomas Weimer is a financial advisor at Stifel with 50 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Stifel since 2009. Outside of his advisory role, he serves on finance councils for the Roman Catholic Diocese of Altoona-Johnstown and St. John the Evangelist Catholic Church, and is Treasurer of the Msgr. Joseph M. Luddy Scholarship Board; he is also Director Emeritus of the ARC of Blair County. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market analysis and probabilistic modeling developed by its Investment Strategy Group.
Brenda E
Series 63, Series 65
Altoona, PA
STIFEL
Brenda Eckenrode is a financial advisor with Stifel in Altoona, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Outside of her advisory role, she serves as a notary public for the Altoona Stifel branch. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. Its investment approach incorporates a proprietary methodology developed by the firm’s Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
Kim S
Series 66
Altoona, PA
STIFEL
Kim Smith is a Series 66 licensed financial advisor at Stifel with 17 years of industry experience, all of which has been with Stifel since 2009. She is based in Altoona, PA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation, retirement, insurance, and estate planning analyses.
Robert F
Series 63, Series 65
Altoona, PA
STIFEL
Robert Fink is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel since 2009. Fink serves on the board of the Johnstown Concert Ballet, a nonprofit organization supporting ballet productions and education. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
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