Scott Mack is a financial advisor with Stifel, holding a Series 66 designation and 23 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. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses based on forward-looking capital market assumptions.

John Flayderman is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Steven Danieli is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2007. 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 developed by its Investment Strategy Group to support investment analysis and asset allocation guidance.

George Tackett is a financial advisor with Stifel who holds Series 63 and Series 65 credentials and has 56 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Stifel in 2020. 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.

Robert Lewit Jr. is a CFP® professional with 39 years of industry experience, currently advising clients at Stifel since 2007. Based in Morristown, NJ, he holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and asset allocation methodologies developed by its Investment Strategy Group.

Donald Frio Sr. is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. 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.

Marc Sukoneck is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves on the Board of Directors for The Arc of Union County and acts as Treasurer for the Randolph Baseball Diamond Club. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support client decisions.

Joseph Maglaque is a Series 66 credentialed financial advisor at Stifel with 18 years of industry experience. He has worked at Stifel and its predecessor firm, Stifel Nicolaus & Co Inc, since 2012. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Dennis Collins Jr. is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and 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 supported by proprietary investment analysis and allocation methodologies.

Jeremy Fung is a financial advisor at Stifel in Morristown, NJ, with nine years of industry experience. He has held Series 63 and Series 66 designations and has been with Stifel Nicolaus since 2015. 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 uses proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

David Petrie is a CFA® charterholder affiliated with Stifel in Morristown, NJ, with 36 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both 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.

Thomas Thives is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel Nicolaus & Co. Inc. in 2018. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

John Guerra III is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Snipes. 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 is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Robert Finkle is a CFP® with 31 years of industry experience and is currently affiliated with Stifel. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad client base, 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.

Craig Eckenthal is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is affiliated with CE STRAND LLC, a company formed to manage his interest in a previously disclosed real estate partnership. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Omer Sander is a financial advisor at Stifel with eight years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JPMorgan Securities LLC for seven years. Outside of his advisory role, he is a general partner and equal owner of a commercial real estate LLC. 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 is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Michael Ball is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Stifel since 2011. 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.

Steven Strambi is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad 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.

Steven Brisgel is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co. since 2013. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that serve as a foundation for client decisions.

Andrew Nacht is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is involved as an author and writer with African World Press, a book publishing company. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. Its investment analysis relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning guidance intended as a basis for client decisions.

Chester Geveda III is a financial advisor at Stifel with 25 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s proprietary investment methodology combines forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Noah Jacobson is a financial advisor at Stifel with 32 years of industry experience. He previously worked at RBC Capital Markets for 14 years before joining Stifel in 2023. His credentials include the Series 63 and Series 66 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and public 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 decision-making.

Kenneth Spielman is a financial advisor at Stifel with 33 years of industry experience and has been with the firm since 2007. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he has served as an event photographer for venues and events such as Brooklyn Bowl and The Rock and Roll Playhouse. 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 to provide asset allocation and financial planning analyses.

Barry Geltzeiler is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Christopher Larkey is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and government entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, providing forward-looking capital market analysis and planning tools to support client decision-making.

William Scott is a financial advisor with Stifel based in Morristown, NJ, holding the Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Wells Fargo Advisors LLC for nine years before joining Stifel in 2018. Stifel serves a broad 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 support asset allocation and financial planning analyses.

Diane Rothberg is a financial advisor with Stifel in Morristown, NJ, holding the CFP® designation and Series 63 and 66 licenses. She has 35 years of industry experience, including 11 years with Stifel Nicolaus & Co Inc. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Andrew Lieb is a financial advisor at Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses with 38 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. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses, which serve as a basis for client decision-making.

James King is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and worked at RBC Capital Markets for 15 years before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology based on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Richard Ray is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Glenn Weiss is a financial advisor at Stifel with 34 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stifel since 2007. Outside of his advisory work, Weiss serves as Financial Secretary for Temple Shalom, a religious nonprofit organization. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipalities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Michael Stein is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he is active as a sports referee for basketball, lacrosse, baseball, and football. 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 is based on proprietary methodology and forward-looking capital market assumptions developed by its Investment Strategy Group.

Graham Starr is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a rental property in Bolton Landing, New York. Stifel serves a wide range of clients, including individuals, institutions, 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 analyses.

Richard Niederhaus is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014 and holds a Series 63 designation. Stifel serves a broad range of clients including individuals, institutional clients, 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, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Steven Waxgiser is a financial advisor at Stifel with 36 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as co-executor for his mother's estate. Stifel serves a wide client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to support asset allocation and planning analyses.

Mark Stierman is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the boards of Temple B'Nai Abraham and Jewish Family Services of Central New Jersey. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, providing guidance intended to support client decision-making.

James Dzikowski is a financial advisor with Stifel in Morristown, NJ, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Stifel since 2007. 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 asset allocation methodologies developed by its Investment Strategy Group.

Michael Lieberman is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Stifel in 2020, he worked at Morgan Stanley Private Bank from 2015 to 2020. 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 analyses and guidance designed to assist clients in making their own investment decisions.

Paul Onorati is a financial advisor with Stifel in Morristown, NJ. He holds the Series 66 designation and has been with Stifel since 2025. Prior to entering the financial industry, he spent five years working at Onorati Construction Co., Inc. 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 Petrucelli 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. 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. The firm provides fee-based financial planning and operates alongside affiliated trust companies and banks.