Eric Richter is a financial advisor at Stifel with 30 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 and fundraiser for The Chemotherapy Foundation, a nonprofit focused on cancer research. 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.

Matthew Mazur is a financial advisor at Stifel with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Stifel in 2022, he worked at VBPN&P LLP for one year. Outside of his advisory role, he has been employed in the restaurant industry at Doc O'Grady's Irish Pub since 2019, where he has held various positions including shift manager. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Cohen is a financial advisor at Stifel with 44 years of industry experience. He has held his current position since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Eric Jacobs is a financial advisor with Stifel in Garden City, NY, holding Series 63 and Series 65 licenses and 38 years of industry experience. He worked at Janney Montgomery Scott from 2003 to 2019 before joining Stifel Nicolaus & Co Inc, where he has been since 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Robert Hazelton is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Titan Investors LLC and Stifel Financial Corp. Prior to his financial career, he was employed at Hobart and William Smith Colleges and Chaminade High School. Stifel serves a broad 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.

David Asulin is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies from its Investment Strategy Group, offering analysis and guidance intended as a basis for client decision-making.

David Mann is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following roles at Wells Fargo Clearing and UBS Financial Services. Outside of finance, he is involved in screenwriting through Angel Blook, LLC. 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.

Renu Jain is a financial advisor at Stifel in Garden City, NY, holding Series 63 and Series 65 credentials with 31 years of industry experience. Jain has worked at Stifel since 2007. Outside of her advisory role, she serves as a trustee for a 501(c)(3) charitable foundation and as treasurer for a nonprofit organization, managing charitable giving and related administrative responsibilities. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Luis Simal is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Wells Fargo Advisors. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling.

Kevin Graf is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. Prior to joining Stifel, he was involved in various roles including at Ciminellis Pizzeria and Jones Beach State Park. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Michael Stiuso is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Credit Agricole Securities (USA) Inc. for nine years before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Gissette Cruz is a financial advisor at Stifel with 15 years of industry experience and holds a Series 66 designation. She previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Allison Fliegler is a financial advisor at Stifel with four years of industry experience. She holds the Series 66 designation and has been with Stifel, Nicolaus & Company, Incorporated since 2021. Outside of her advisory role, she serves as a board member for The Foundation for Roslyn's Educational Advancement and Development, a nonprofit focused on funding educational improvements in the Roslyn School District. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group.

Francine Frechter is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 2014. Outside of her advisory role, she serves as a trustee for the non-profit Yeshive Bachurei Chemed, where she helps oversee fund dispersal to Israel. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing 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.

Stephen Cohen is a CFP® with 32 years of industry experience and has been with Stifel since 2007. He is based in Garden City, NY. Stifel serves a broad range of clients 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.

Norman Fishbein is a financial advisor at Stifel with Series 63 and Series 65 designations and 59 years of industry experience. He has been with Stifel since 2007. 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.

Joseph Isler is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he held roles including JV basketball coach at Rambam Mesivta and personal trainer. Outside of his advisory work, he coaches basketball and provides strength training and nutritional guidance to individual clients. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Mark Siver is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following seven years at Janney Montgomery Scott. He serves on the board of the Douglas House Foundation, a charitable organization focused on the preservation of the Douglaston Club building. Stifel serves a wide 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 guide asset allocation and planning decisions.

John Sassone is a CFP® professional with 45 years of industry experience, currently serving as a financial advisor at Stifel since 2025. Prior to joining Stifel, he worked at Janney Montgomery Scott for 17 years. Stifel serves a wide 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Sean Russell is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked in education and public service, including roles at High Point University and as an ocean lifeguard for the Town of Oyster Bay. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Michael Feder is a financial advisor at Stifel with 56 years of industry experience. He has held his current position at Stifel since 2007. Feder holds the Series 63 and Series 65 designations. 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 relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to inform client decisions.

Neil Isler is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering 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 decisions.

Simeon Mann is a financial advisor at Stifel with 16 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016 and holds a Series 66 designation. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Dennis Koleda is a Series 66-licensed financial advisor with three years of industry experience, currently with Stifel in Garden City, NY. Prior to joining Stifel in 2026, he held positions at Family Management Corporation, Family Management Securities, LLC, and Janney Montgomery Scott LLC. He has also worked in non-financial roles related to recovery and detox services. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Kaminsky is a financial advisor at Stifel with Series 63 and Series 65 licenses and 47 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Oliver Hudesman is a CFP® and Series 66-registered financial advisor with Stifel, based in Garden City, NY. He has 17 years of industry experience and has worked at Stifel since 2008. Outside of his advisory role, Hudesman serves on the executive committee of the Long Island Golf Association, helping to identify golf courses and sponsors for local championships, and is a member of the Cross Island Referral Network. 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 investment methodology developed by its Investment Strategy Group to provide capital market analyses and asset allocation guidance.

Michael Ciccone is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He has worked at Stifel Nicolaus & Co. since 2015, with a break during which he attended Providence College. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Lisa Abramson is a financial advisor at Stifel with 32 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Stifel since 2007. Outside of her advisory role, she is involved in commercial real estate as a member of an LLC. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and fee-based advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and planning analyses.

Lawrence Connelly is a financial advisor with Stifel in Garden City, NY, holding Series 63 and Series 66 licenses and 42 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, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Fredrick Bennett is a financial advisor with Stifel who holds Series 63 and Series 65 designations and has 39 years of industry experience. His prior firms include Janney Montgomery Scott and Prudential Equity Group. Outside of his advisory work, he is associated with an entertainment business, 1991 Productions Inc. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies incorporating forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Jonathan Isler is a financial advisor at Stifel in Garden City, NY, with 32 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology designed by its Investment Strategy Group to provide asset allocation and planning analyses.

Stephen Samter is a financial advisor with Stifel in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as a board member and trustee for the Woodmere Fire Department’s Volunteer & Exempt Fireman’s Benevolent Association, which provides financial assistance to needy members and their families. 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 methodologies developed by its Investment Strategy Group.

Patrick Gaffney is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he is involved as an owner and manager of a family investment entity, Gaffney Family LLC. 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 to provide asset allocation and planning analyses.

Christine Parrett is a financial advisor at Stifel with 22 years of industry experience. She has been with Stifel since 2007 and holds Series 63 and Series 65 designations. She is also a notary public. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

Marc Karp is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Daniel Westfield is a financial advisor at Stifel with five years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Company, Incorporated since 2019. Prior to his advisory role, he was employed at resorts in Jackson Hole and Sugarbush and spent six years at the University of Vermont. 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 proprietary models developed by its Investment Strategy Group, providing asset allocation and planning analyses that serve as a basis for client decisions.

Stephen Stern is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Outside of his advisory role, he owns and oversees a mail order industrial blades business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support client decision-making.

Perry Fishbein is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering 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 market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Peter Okin is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market assumptions and asset allocation guidance.

Jeffrey Feder is a financial advisor at Stifel with over 32 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Peter Fierro is a financial advisor at Stifel with 43 years of industry experience. He holds a Series 63 designation and previously worked at Janney Montgomery Scott for 20 years before joining Stifel in 2023. 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.

Christopher Sassone is a financial advisor at Stifel with six years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott and Konica Minolta USA. 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.

James Ciccone is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at Stifel and Stifel Nicolaus since 2016, with a two-year gap in employment prior to that. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Michael Turansky is a financial advisor at Stifel with 20 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment strategy methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.

Michael Cox is a financial advisor at Stifel with 30 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Stifel since 2007. Stifel serves a diverse range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking capital market analysis and asset allocation guidance.

Jake Mc Guire is a financial advisor at Stifel with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019. Prior to joining Stifel, he was with CJM Wealth Management and New York Life Insurance Company. Outside of his advisory career, he was involved with MoCA Asian Bistro from 2014 to 2020. 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 provide asset allocation and financial planning analyses.