Joseph Moceri is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America. Outside of his advisory role, he has served as Past Commodore and an ex-official member of the Board of Directors of the North Star Sail Club. 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, utilizing forward-looking capital market assumptions and probabilistic modeling.

David Smith is a CFP®-certified financial advisor with 25 years of industry experience, currently with Stifel since 2010. He holds Series 63 and 65 licenses and is based in Rochester, Michigan. Outside of his advisory role, he serves on the Elder Board at Rockpointe Community Church, providing spiritual direction and strategic guidance. Stifel serves a broad range of individual and institutional clients, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended as a basis for client decisions.

Charbel Salem is a CFP® with four years of experience, currently affiliated with Stifel since 2022. Prior to joining Stifel, he worked at Slalom, Strategic Staffing Solutions, and L&W Group. He is co-owner of CS Professional Svcs, LLC, a mental health services business. 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.

Robert Rubarth is a financial advisor with Stifel in Rochester, MI, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent six years at Raymond James & Associates. 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 methodologies developed by its Investment Strategy Group.

Kevin Van De Steene is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2012. Outside of his advisory role, he serves as a Finance Board Member at St. Mary Mystical Rose Parish in Armada, Michigan. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Faith Marzolf is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2020. Prior to that, she held roles at Merrill Lynch Wealth Management, ITW Global Automotive, and Oakland University. She is also commissioned as a notary in Rochester, MI. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joseph Kenyon is a financial advisor at Stifel with 25 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2010. Kenyon holds Series 63 and Series 65 designations and is based in Rochester, Michigan. 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 grounded in proprietary methodologies developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Paul Moceri is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, N.A. He also serves as a trustee for a family trust. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

David Anderson is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for J.P. Morgan Securities for 10 years before joining Stifel in 2022. Stifel serves a wide 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 methodologies from its Investment Strategy Group, providing guidance that supports client decision-making without guaranteeing outcomes.