Francine Foerst is a financial advisor at Stifel with 36 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co Inc since 2010. 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 a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Steven Pulvirent is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he is a managing member of Goodwill Farms LLC, where he oversees general administrative tasks and farm chores. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment analysis employs a proprietary methodology developed by the Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

James Fitzgerald is a financial advisor with Stifel in Goshen, NY, holding the Series 63 and Series 66 designations and bringing 10 years of industry experience. He previously worked at Wells Fargo Advisors, Hudson Valley Investment Advisors, Inc., and D.A. Davidson & Co. Fitzgerald maintains an active real estate license in New York. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.