Brittne Rivera is a financial advisor with STIFEL in New York, NY, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Pershing Advisor Solutions LLC and Merrill. Outside of her advisory work, she serves as Board Co-Chair of the Columbia University School of General Studies Alumni Association. 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 developed by its Investment Strategy Group.

Stewart Levy is a financial advisor at Stifel with 34 years of industry experience. He has been with Stifel since 2015 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both 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 intended to support client decision-making.

Samuel Aussieker is a financial advisor at Stifel in New York, NY, with two years of industry experience. He holds the Series 66 designation and previously worked at Ally Invest Securities LLC and George Pickett & Associates. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Thomas Biesemeyer is a financial advisor at Stifel in New York, NY, holding Series 63 and Series 65 licenses. He joined Stifel in 2025 after a brief tenure at Moelis and has prior experience in education and sports management, including a role at Northwood School. Outside of his advisory work, Biesemeyer is involved in several ski-related activities, including directing a college recruiting camp for high school skiers and serving on the finance committee and board of the World Cup Dreams Foundation, which supports snowsports athletes. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Joseph Lord III 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, following a two-year tenure at Raymond James & Associates. 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.

James Weimer is a financial advisor at Stifel with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at The Ayco Company LP, Pegula Sports and Entertainment, Siena College, and Amherst Insurance. 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 guidance developed by its Investment Strategy Group.

David Motsonelidze is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He is a member of the Harvard Business Review Advisory Council, contributing to leadership content for the publication. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Robert Cleary is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he is involved as an assistant to the general manager with the Sag Harbor Whalers, a summer baseball program for college players. 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 guide asset allocation and financial planning.

Jonathan Isles is a Series 66-licensed financial advisor at Stifel with four years of industry experience. He previously worked at Gabriel & Co, TAI Consulting, and Savoy Associates. Isles is based in New York, NY. Stifel serves a diverse client base 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 financial planning analyses.

Sandra Arce is a financial advisor at Stifel with 20 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney for 15 years before joining Stifel in 2024. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

James Oestreich is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. since 2009. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Cecile Komplita is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, Janney Montgomery Scott, and JP Morgan. Stifel serves a broad 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.

Ian Caputo is a Series 66-licensed financial advisor at Stifel with three years of industry experience. Prior to joining Stifel in 2022, he worked at UBS Financial Services, KDDI America, and Amazon. He also has experience in sports management and recreational organizations. 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 strategy methodology.

Jonathan Peris is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co., Bank of America, and Merrill. Peris serves as a board advisor for Trail Blazers, a nonprofit organization focused on children. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Ruddens Jeanty is a financial advisor at Stifel with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Neuberger Berman and ICS Innovation LLC. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment approach developed by its Investment Strategy Group, providing asset allocation and financial planning analyses that clients use to inform their decisions.

Steven Alper is a financial advisor at Stifel with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2015. He serves on the Board of Directors and the development committee of The Foundation Fighting Blindness, a nonprofit focused on raising funds for degenerative blindness research. Stifel serves a diverse client base, including individual, institutional, and charitable clients, offering both 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.

Anthony Small is a CFP® professional with 19 years of industry experience, currently advising clients at Stifel. He previously worked at UBS Financial Services for six years before joining Stifel in 2019. Small holds a Florida Department of State Notary Commission. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Victor Costa 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 Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he is involved in several fitness and wellness ventures, including founding a weight loss and nutritional program, producing fitness content, and operating an uplifting YouTube channel and podcast. He also has experience in acting and performing. Stifel serves a diverse client base including individuals, institutions, and nonprofit entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Dianilda Martinez is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Stifel in 2024, she worked at Morgan Stanley from 2016 to 2024 and at UBS in 2018. 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 asset allocation methodologies.

David Okun is a financial advisor at Stifel with 56 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Outside of his advisory role, he assists his wife and daughter as a general partner in an antiques-related family partnership. Stifel serves a wide range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment approach involves proprietary analysis and allocation guidance developed by its Investment Strategy Group, supporting clients with financial planning and asset allocation recommendations.