John Carroll III is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Bank before joining Stifel in 2016. Outside of his advisory role, he serves on the finance committee of Wolferts Roost Country Club and is a member of the institutional advancement committee at The Albany Academies, where he advises on fundraising. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by the Stifel Investment Strategy Group.

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 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. He has been with Stifel since 2021. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.