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David V
Series 63, Series 65
Hunt Valley, MD
STIFEL
David Vegh is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he serves as Vice President of Finance and Board Member at Congregation Darchei Tzedek in Baltimore. 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.
Daniel N
Series 63, Series 65
Hunt Valley, MD
STIFEL
Daniel Newell is a financial advisor with Stifel in Hunt Valley, MD, holding Series 63 and Series 65 designations and 47 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent nine years at RBC Capital Markets Corporation. Newell also serves as a personal representative for a non-family trust. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Scott A
CFP®, ChFC®, Series 66
Hunt Valley, MD
STIFEL
Scott Alberding is a financial advisor with Stifel in Hunt Valley, MD, holding CFP® and ChFC® designations and the Series 66 license. He has 28 years of industry experience and has been with Stifel Nicolaus since 2007. Outside of his advisory role, he is a co-owner of Crab Alley Craft House LLC. Stifel serves individual and institutional clients, including high net worth individuals, pension plans, and charitable organizations, providing both brokerage and advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Josie S
Series 66
Hunt Valley, MD
STIFEL
Josie Scramlin is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, she held various roles including positions at Tri-State Bird Rescue and Data Networks. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.
Robert N
Series 63, Series 65
Hunt Valley, MD
STIFEL
Robert Naeny Jr. is a Series 63 and Series 65 registered advisor with Stifel in Hunt Valley, MD, where he has worked since 2007. He has 31 years of industry experience. Stifel serves a diverse range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies. The firm also provides services to private funds and municipal entities, operating alongside affiliated trust companies and banks.
Gregory A
Series 65, Series 63
Hunt Valley, MD
STIFEL
Gregory Akers is a financial advisor with Stifel, holding Series 65 and Series 63 registrations and four years of industry experience. Prior to joining Stifel in 2024, he worked at Court Place Advisors, Meridian Bank, and in various roles across several companies. Outside of his advisory work, Akers volunteers as a parish council member at Sacred Heart Church and serves on the Board of the Hereford High School Athletic Hall of Fame. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Karin M
CFA®, Series 63
Hunt Valley, MD
STIFEL
Karin Mottus is a CFA® charterholder with 34 years of industry experience and has been with Stifel since 2007. She holds a Series 63 license and is based in Hunt Valley, MD. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment strategy developed by its Investment Strategy Group to provide asset allocation and planning analyses.
Jerald C
CFP®, Series 63
Hunt Valley, MD
STIFEL
Jerald Ciekot is a CFP®-credentialed financial advisor at Stifel with 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2008. Outside of his advisory role, he is the owner of Cole Building Co. and holds small ground lease interests. Stifel serves a broad range of clients, including individuals, institutional investors, 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.
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