Vincent Benvenuto is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 registrations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering 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.

Paul Maccrory is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Outside of his advisory role, he serves as a trustee for a non-family trust. Stifel serves a diverse client base 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.

Ellen Perlman is a financial advisor at Stifel with 34 years of industry experience. She holds a Series 63 designation and worked at Boenning & Scattergood, Inc. for 24 years prior to joining Stifel in 2022. Perlman serves as Chairwoman of the Municipal Bond Women's Forum and is a board member of the Bridlewild Trail Association. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Stephen Sosangelis is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Maryanne Kelly is a financial advisor at Stifel with 27 years of industry experience. She holds a Series 63 designation and previously worked at Boenning & Scattergood, Inc. for 24 years before joining Stifel in 2022. 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 relies on proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Angelo Capetola Jr. is a financial advisor at Stifel with 29 years of industry experience. He has held his current role at Stifel Nicolaus & Co. Inc. since 2009. He holds the Series 63 and Series 65 credentials. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Michael Silverman is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2018. Prior to that, he spent 26 years at Oppenheimer. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which clients use as a basis for decision-making.

Robert Steinman is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 20 years before joining Stifel in 2020. Outside of his advisory work, he serves as President of the Colonial Village Community Association, overseeing social, legislative, and communication functions within the community. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Oleksa Kyj is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2012. Outside of his advisory role, he serves as a board member of the Ukrainian Heritage School, a nonprofit Saturday school in Jenkintown, PA. 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.

Colleen Kusy is a CFA® charterholder and holds a Series 66 license, with 12 years of experience in the financial industry. She has worked at Robert W. Baird & Co. for 12 years before joining Stifel, where she is currently based in Conshohocken, PA. Outside of her advisory role, she owns a rental property in Avalon, NJ. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jeffrey Gordon is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses.

Susan Allan is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2009. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she owns a duplex rental property in Conshohocken, PA. Stifel serves a diverse range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Seamus Mac Crory is a CFP®-designated financial advisor at Stifel with 11 years of industry experience. He has worked at several firms, including Santander Securities, Santander Bank, Bank of America, and Merrill before joining Stifel Nicolaus & Co. Inc in 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. Its investment approach uses a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.

Jason Pepe is a financial advisor with Stifel in Conshohocken, PA, holding a Series 66 designation and 23 years of industry experience. He previously worked at Truist Advisory Services Inc, Truist Investment Services, Inc, and BB&T Securities. 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.

Paul Smith is a financial advisor at Stifel with 43 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes over 14 years at Raymond James & Associates before joining Stifel in 2021. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Christina Mcgettigan is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

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.

James Stambaugh is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014 and holds Series 63 and Series 65 designations. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Stephen Dolan is a Series 66 credentialed financial advisor with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. 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. The firm provides episodic fee-based financial planning and maintains relationships with affiliated trust companies and banks.

Michael Colbridge is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and 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 advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses.

Douglas Getzke is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Edward Murray is a financial advisor with Stifel, holding a Series 63 designation and 34 years of industry experience. He previously worked at Boenning & Scattergood for 18 years before joining Stifel in 2022. Murray serves on the boards of Chester Community School, a K-8 charter school, and CCRES, an organization providing educational and behavioral health services. Stifel serves a broad client base 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 provide guidance on asset allocation, retirement, insurance, and estate planning.

Kim Davis is a financial advisor at Stifel with 43 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Stifel in 2025, she worked at BB&T Securities and SunTrust Investment Services. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

Daniel O'mara Jr. is a financial advisor at Stifel with 27 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009 and holds Series 63 and Series 65 designations. Stifel serves a diverse client base 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 to provide investment analysis and asset allocation guidance.

Philip Hintze is a financial advisor at Stifel with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Stifel and its predecessor Stifel Nicolaus since 2008, with an earlier tenure at Align Ventures. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Constance Jones is a financial advisor at Stifel with 47 years of industry experience. She has been with Stifel Nicolaus & Co. since 2015 and holds the Series 63 designation. Outside of her advisory role, she is involved as a co-owner of a commercial building in Swarthmore, Pennsylvania. Stifel serves a diverse client base 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 and financial planning analyses.

Martin Bowers is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking assumptions and probabilistic modeling to support asset allocation and planning analyses.

Michael Mcnichol is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2023, following prior roles at Suntrust Advisory Services, BB&T Securities, and Brumbaugh Wealth Management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.