Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Thomas M
Series 66
New York, NY
STIFEL
Thomas McDonnell is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2015, following positions at Barclays Capital Inc. and Credit Suisse Securities (USA) LLC. 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 methodology developed by its Investment Strategy Group.
Craig S
CFP®, Series 63, Series 66
New York, NY
STIFEL
Craig Siena is a financial advisor with Stifel in New York, NY, holding CFP® certification and Series 63 and 66 licenses. He has 21 years of industry experience and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
Kristian M
Series 63, Series 65
New York, NY
STIFEL
Kristian Mariaca is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Vicki C
Series 63, Series 65
New York, NY
STIFEL
Vicki Clark is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Outside of her advisory work, she provides on-demand notary services in New York. 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 guide asset allocation and financial planning.
Tyler C
Series 66
New York, NY
STIFEL
Tyler Connelly is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2016. 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 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.
Gregory D
Series 63, Series 65
New York, NY
STIFEL
Gregory Delmonte is a financial advisor with Stifel in New York, NY, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Stifel since 2015. Outside of his advisory work, he serves as an advisor to 4Stay, a student housing business. 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 using forward-looking capital market assumptions and probabilistic modeling.
Gregory C
Series 65, Series 66
New York, NY
STIFEL
Gregory Chapin is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 65 and Series 66 licenses. Prior to joining Stifel Nicolaus & Co Inc in 2019, he worked at UBS Financial Services for 10 years. 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 is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Anthony W
Series 66
New York, NY
STIFEL
Anthony Whiteman is a financial advisor with Stifel in New York, NY, holding a Series 66 designation and 14 years of industry experience. He has been with Stifel since 2015. 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. The firm provides fee-based financial planning and access to private funds, municipal market activities, and affiliated trust and banking services.
Michael L
Series 63, Series 65
New York, NY
STIFEL
Michael Loebenstein is a financial advisor at Stifel with Series 63 and 65 credentials and 62 years of industry experience. He has worked at Stifel since 2007 in New York, NY. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.
Stanley F
Series 63, Series 65
New York, NY
STIFEL
Stanley Finkelberg is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.
Darlene P
Series 66
New York, NY
STIFEL
Darlene Piantedosi is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Before joining Stifel in 2022, she worked briefly at UBS Financial Services and was involved with Of the Essence Designs, a prior business activity. 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 provide asset allocation and financial planning guidance.
Owen S
Series 66
New York, NY
STIFEL
Owen Spellman is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2022. Prior to his current role, he was involved with the DASH Family Service League and operated a private audio and visual installation company. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Lawrence H
Series 63, Series 65
New York, NY
STIFEL
Lawrence Hrbek Jr. is a financial advisor at Stifel in New York, NY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Stifel since 2007. 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 a proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.
William I
Series 63, Series 65
New York, NY
STIFEL
William Ianieri is a financial advisor at Stifel with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Equitable Advisors and has held roles outside finance, including positions at DoorDash and College Hunks Hauling Junk and Moving. Ianieri 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’s investment approach involves a proprietary methodology using forward‑looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.
Alberto M
Series 63, Series 65
New York, NY
STIFEL
Alberto Mariaca is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 24 years prior to joining Stifel in 2024. Outside of his advisory role, he serves as a board member for Casita Maria, a charitable organization, and for a residential cooperative building in New York. Stifel serves a broad range of clients, 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 provide asset allocation and planning guidance.
Paul M
Series 63, Series 65
New York, NY
STIFEL
Paul McClung is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. 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 to support asset allocation and financial planning.
Kyle C
Series 66
New York, NY
STIFEL
Kyle Cornish is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at the National Parks Service and Iona University. Outside of his advisory role, he serves as an assistant coach for the freshman and varsity swimming and diving teams at Xavier High School in New York. Stifel serves a diverse client base 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.
Jacob T
Series 66
New York, NY
STIFEL
Jacob Tissian is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he worked at Axiom Law and Ross Stores. Stifel serves a diverse 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.
Steven S
Series 63
New York, NY
STIFEL
Steven Sweetwood is a financial advisor at Stifel with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Barclays Capital Inc. and J.P. Morgan Securities. Sweetwood has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies with forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.
Brendan P
Series 66
New York, NY
STIFEL
Brendan Powers is a financial advisor at Stifel in New York, NY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at JP Morgan Chase and Stifel, as well as employment at Skaneateles Country Club. Stifel serves a diverse 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 forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters