Paul Cantilina Jr. is a financial advisor at Stifel in New York, NY, holding a Series 66 designation. He has experience working at institutions including MSCI, Inc., Burgiss Group LLC, and SECOR Asset Management prior to joining Stifel in 2026. Stifel serves a broad range of clients, including individuals, high net worth clients, institutions, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Richard Radmann is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this position, he worked at Fidelity Investments as an Investment Consultant from 2021 to 2022 and as a Financial Representative from 2018 to 2021. He specializes in financial planning and investment strategies, focusing on understanding his clients' financial goals and needs to collaboratively build tailored financial plans using Fidelity's tools and resources. Outside of his professional work, Richard has personal interests including fishing, fitness, food, pets, skiing, and traveling.

Tara Venneri is a financial advisor at Stifel with 20 years of industry experience. She holds the Series 63 designation and previously worked at UBS Financial Services Inc. for 13 years before joining Stifel in 2022. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, supporting asset allocation and planning analyses.

Daniel Schneider 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 designations. Based in New York, NY, he focuses on serving a diverse client base within the firm. Stifel provides brokerage and investment advisory services to individuals, institutions, charitable organizations, and municipal entities. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Lauren La Course is a financial advisor at Stifel with one year of industry experience. She previously worked at UBS Financial Services and has a Series 66 designation. Her work history includes various roles outside finance, such as traveling extensively in Asia and engagements with several small ventures before joining Stifel. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methods developed by its Investment Strategy Group.

Nikola Eftimov is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2014. He holds the Series 66 designation and is based in New York, NY. 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 guided by a proprietary methodology developed by its Investment Strategy Group, which provides forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Michael Gordon is a financial advisor at Stifel with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Steven Levy is a financial advisor at Stifel with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Morgan Stanley Private Bank, FM Home Loans dba MR Capital Group, and Merrill. Outside of advising, he is commissioned as a notary public in New Jersey. 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, utilizing forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Ian Engel is a CFP® with four years of industry experience, currently serving as a financial advisor at Stifel since 2022. Prior to Stifel, he worked at RBC Capital Markets for one year and has experience outside finance in the restaurant industry, including managing KPot Korean BBQ & Hot Pot from 2018 to 2021. He also worked at The Juice Theory and has a background with The George Washington University. 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, supporting asset allocation and financial planning analyses that clients use to make informed decisions.

Andrew Woolworth Jr. is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2012. Woolworth serves on the Board of Advisory for Forum Club, a business and social club active in London, Dubai, Singapore, and New York, and is Treasurer and a board member of Clubhouse International, a nonprofit focused on mental health. 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 asset allocation methodologies developed by its Investment Strategy Group.

Hernan Korin is a CFA® charterholder with 20 years of industry experience. He is currently with Stifel and previously worked at Raymond James & Associates. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Andrew Minicucci is a CFP® and CFA® currently with Stifel in New York, NY, with six years of industry experience. He previously worked at EntrustPermal Securities LLC / Entrust Global Securities LLC for six years and has been affiliated with NYU Stern School of Business since 2020. Stifel serves a broad client base 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 for asset allocation and financial planning, with clients generally making the final implementation decisions.

Roger Saks is a financial advisor at Stifel with 30 years of industry experience. He has held his current role since 2015. Outside of his advisory work, he is co-owner of an outdoor adventure park and obstacle course and serves as an executive board member of the Wharton Club of New Jersey. He is also involved with the Northern Lake George Yacht Club as a board member and trustee of the Junior Sailor Endowment Trust. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology for investment analysis and asset allocation developed by its Investment Strategy Group.

Brian Schneiweiss is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he is the founder and managing partner of Schneiweiss Investment Group LLC. 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 based on proprietary methodology from its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

Carl Schulman is a financial advisor at Stifel with 56 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 serves as a board member for The Water Club Homeowners Association in Atlantic Beach, New York. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses used to inform client decisions.

Manuel Henriquez is a Series 66 licensed financial advisor with Stifel in New York, NY, and has two years of industry experience. Prior to joining Stifel in 2021, he spent several years at Fordham University and Roosevelt High School in various roles. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Robert Burkarth III is a ChFC® credentialed financial advisor with 33 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he is involved in a catering staffing business and is a 50% member of a company that designs and manufactures signal chain processors for guitar players. Stifel serves a diverse client base, including individual, institutional, and municipal clients, 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 intended to support client decision-making.

Katherine Cordtz is a financial advisor at Stifel in New York, NY, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Stifel since 2015. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an emphasis on proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Evan Klinger is a financial advisor at Stifel with four years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Company Inc. since 2021. Prior to that, he had brief roles at Rockefeller Capital Management, Jones Lang Lasalle, and Lexicata. 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.

Jacob Bauman is a Series 66-registered financial advisor at Stifel with five years of industry experience. His prior roles include positions at Oppenheimer & Co Inc, UBS Financial Services, and Ernst & Young. 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 uses a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.