Lloyd Pompey is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus since 2008. The firm serves a wide range of clients, 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.

John Paul Cirigliano is a financial advisor at Stifel with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2015. The firm 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.

Paul Lariviere is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc in New York. He has been with Stifel since 2016. Outside of his advisory role, he is a director at Vincimus Realty LLC, a real estate investment firm. Stifel serves a wide range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Robert Lewit is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at KBW, Villanova School of Business, and Muhlenberg College. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Robert Becker is a financial advisor at Stifel with 10 years of industry experience and holds the Series 66 designation. Before joining Stifel in 2021, he worked at CoreLogic for five years. Outside of his advisory role, Becker serves on the board of Zoneomics, a firm specializing in property information and zoning technology, and holds leadership positions with Make Music New York, a nonprofit organization that supports music venues and artist collaborations across the five boroughs. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and related analyses intended to assist client decision-making.

Nathaniel Omeltchenko is a financial advisor at Stifel with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co since 2019. His prior experience includes roles at Northern Lights Distributors, LLC and W.E. Donoghue & Co., LLC, as well as time at Clemson University. Stifel serves a broad range of clients, 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 that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Clifford Bartlett III is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley DW Inc. He is based in New York, NY. 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.

Joseph Angelillo is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Focused Wealth Management and Anthony Francos. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Paul Orrson is a financial advisor at Stifel with 38 years of industry experience. He has been with Stifel since 2005 and holds a Series 63 designation. Outside of his advisory role, he serves as president and board member of the Orrson Family Foundation, a charitable organization. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Anthony Ruscigno is a financial advisor at Stifel in New York, NY, holding a Series 66 designation with 10 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Scott Helland is a financial advisor at Stifel with 38 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in New York, NY. Stifel serves a broad range of clients 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 planning analyses.

Zachary Klancnik is a financial advisor with Stifel in New York, holding a Series 66 designation and four years of industry experience. He has been with Stifel since 2020 and previously worked at the University of Wisconsin - Madison and Rolling Meadows High School. Stifel serves a diverse client base that includes individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Robert La Penna is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. His work history includes multiple roles at Stifel since 2020, as well as prior experience at Loyola University Maryland, Hand Over Hand, LLC, and Hoffmann and Baron, LLP. 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.

Russell Dibenedetto is a financial advisor at Stifel with 19 years of industry experience. He holds the Series 66 credential and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he serves as vice president and treasurer of the DiBenedetto Family Foundation, a charitable nonprofit organization. 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.

Richard Grasso is a CFP®-credentialed financial advisor at Stifel with nine years of industry experience, serving clients since 2016. He is also a licensed real estate salesperson affiliated with a boutique real estate firm, Spruce Realty Co. Stifel serves a broad range of clients including individuals, institutions, and nonprofit organizations, offering both brokerage and investment advisory services based on proprietary investment analysis and asset allocation methodologies.

Chloe Mauceri is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation. Prior to joining Stifel, Mauceri has held various roles including employment at Synamon Global LLC and academic positions at Wesleyan University. 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 methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Nicola Walter is a financial advisor at Stifel with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at NobleBridge Wealth Management, League Capital Markets, and Jefferies LLC. Outside of finance, he is COO and managing member of M.Y.R.A. Entertainment LLC, an independent film production company, and CEO of Nicola Walter Design & Decor, Inc., an interior design firm. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support its financial planning and asset allocation recommendations.

Derek Albanese is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Brendan Lough 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, he worked at Northwestern Mutual in various capacities and spent two years at Marwood Group. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both 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.

Adam Frankfort is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for seven years before joining Stifel Nicolaus in 2023. Stifel serves a diverse client base—including individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.