John Carroll III is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2021, following tenures at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves on the finance committee of Wolferts Roost Country Club and advises on fundraising for The Albany Academies. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach is based on proprietary methodology from its Investment Strategy Group, which supports clients with asset allocation and financial planning analyses.

Danielle Cefalu is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. She previously worked at Janney Montgomery Scott from 2015 to 2021 and has been with Stifel since 2021. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses intended as tools for client decision-making.

Benjamin Chuckrow is a financial advisor at Stifel with Series 63 and Series 65 designations and 41 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and was previously with Wells Fargo Clearing from 2016 to 2021. Stifel serves a wide 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 methodologies developed by its Investment Strategy Group, which utilize forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.