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William S

CFP®, Series 66

New York, NY

STIFEL

William Supper is a financial advisor at Stifel with 17 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Bank of America, N.A. and Merrill before joining Stifel in 2019. Stifel serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services, relying on proprietary methodologies developed by its Investment Strategy Group for asset allocation and financial planning.

General retirement planning Income planning
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Andrew K

Series 63, Series 65

New York, NY

STIFEL

Andrew Klinger is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Benjamin F. Edwards & Co. and The Huntington Investment Company. His other business activities include oversight of commercial real estate holdings associated with timeshare lease properties managed by his family. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
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Lori A

Series 63, Series 66

New York, NY

STIFEL

Lori Amoroso is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2015. 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 allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Kevin L

Series 63, Series 65

New York, NY

STIFEL

Kevin Laurie is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His previous roles include positions at Barclays Capital, Lehman Brothers, and Raymond James. Laurie has been with Stifel since 2017. 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, providing planning and allocation guidance intended as a basis for client decisions.

General retirement planning Income planning
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Michael O

Series 63, Series 66

New York, NY

STIFEL

Michael O'Keeffe is a financial advisor at Stifel with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Company, Inc. since 2013, following prior roles at Counterpoint Wealth & Investment Management LLC and Merrill. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both 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 decisions.

General retirement planning Income planning
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Hugh M

Series 66

New York, NY

STIFEL

Hugh Mariaca is a financial advisor at Stifel with 25 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is involved in managing several seasonal food and amusement businesses and serves as president or vice president in those operations. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance from its Investment Strategy Group.

General retirement planning Income planning
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Carlos M

CFA®, Series 66

New York, NY

STIFEL

Carlos Mieles is a CFA® charterholder and holds the Series 66 designation with four years of industry experience. He has worked at Stifel, Nicolaus & Company since 2019, following prior roles at IBISWorld, CAM Architect, and Phaidon International. 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 relies on proprietary methodologies using forward-looking capital market assumptions and probabilistic models to support asset allocation and financial planning.

General retirement planning Income planning
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Adrian M

CFA®, Series 63, Series 65

New York, NY

STIFEL

Adrian Majlis is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Stifel since 2023. Prior to joining Stifel, he worked for seven years at Raymond James & Associates. Stifel serves a broad 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 uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

General retirement planning Income planning
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Celia C

Series 66

New York, NY

STIFEL

Celia Charlton is a financial advisor at Stifel in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel, she worked at Kallyope for two years and was previously a student. 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 allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Jennifer T

Series 63, Series 65

New York, NY

STIFEL

Jennifer Taylor Medolla is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 licenses and with 19 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2014. 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 proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Raymond M

Series 63, Series 65

New York, NY

STIFEL

Raymond Minicucci is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services Inc. from 2009 to 2022. Outside of his advisory role, he serves as Vice President of KRM Designs Inc., a real estate management company. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Michelle F

Series 63, Series 65

New York, NY

STIFEL

Michelle Feng is a financial advisor at Stifel with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Stifel in 2023, she worked at New York Life Insurance Company from 2019 to 2023. Outside of finance, she is involved with Varsity Tutors LLC. Stifel serves a wide 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 guide asset allocation and financial planning.

General retirement planning Income planning
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Stephen B

Series 63, Series 65

New York, NY

STIFEL

Stephen Barbera is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 14 years before joining Stifel in 2021. Barbera serves as a board member and volunteer for The Bedford Village Chowder & Marching Club, a nonprofit organization that raises funds for underprivileged children. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Richard S

Series 63, Series 66

New York, NY

STIFEL

Richard Stone is a financial advisor at Stifel with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

General retirement planning Income planning
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Michael C

Series 63, Series 65

New York, NY

STIFEL

Michael Corson is a financial advisor at Stifel with 31 years of industry experience. He has been with the firm since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a member of the board for The Plaza at Tenafly condominium association. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Chelsea W

Series 66

New York, NY

STIFEL

Chelsea Woods is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as Vice President of two investment-related real estate holding companies. Stifel serves a diverse client base, including high net worth individuals, institutional clients, and municipal entities, 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 financial planning analyses.

General retirement planning Income planning
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Robert M

CFA®, Series 63, Series 66

New York, NY

STIFEL

Robert Miller is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2015. Based in New York, NY, he holds Series 63 and Series 66 licenses. Outside of his advisory role, Miller participates on the Finance and Investment Committees at Dwight Englewood School, contributing to strategy and overseeing investment manager performance. Stifel serves a diverse client base, including individuals, institutional investors, and nonprofit entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Michael A

Series 63, Series 66

New York, NY

STIFEL

Michael Arpaia is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel since 2015. Stifel serves a diverse client base 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.

General retirement planning Income planning
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David M

Series 63, Series 65

New York, NY

STIFEL

David Melamed is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. The firm serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

General retirement planning Income planning
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Armen S

Series 63, Series 66

New York, NY

STIFEL

Armen Salbashian is a financial advisor at Stifel in New York, NY, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2015. 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.

General retirement planning Income planning
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