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Alan L

Series 63, Series 65

Shrewsbury, NJ

STIFEL

Alan Login is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. since 2014. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses that support client decision-making.

General retirement planning Income planning
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Larry L

Series 63

Shrewsbury, NJ

STIFEL

Larry Lehrman is a financial advisor with Stifel, holding a Series 63 designation and bringing 34 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Ameriprise Financial Services, Inc. from 2012 to 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing 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.

General retirement planning Income planning
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Alicia R

Series 63, Series 66

Shrewsbury, NJ

STIFEL

Alicia Rivera is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, with prior roles at UBS Financial Services Inc. and Morgan Stanley. Rivera is a co-owner of Rivtech Portable Cinemas, a seasonal entertainment business. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Cari P

Series 63, Series 65

Shrewsbury, NJ

STIFEL

Cari Pakula is a financial advisor at Stifel with 30 years of industry experience. She has been with Stifel since 2007 and holds Series 63 and Series 65 designations. Stifel serves a diverse client base 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 inform asset allocation and financial planning analyses.

General retirement planning Income planning
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Henry F

CFP®, Series 63

Shrewsbury, NJ

STIFEL

Henry Frenzel III is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Stifel since 2014. His tenure includes work with STiFEL NICOLAUS & CO INC. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

General retirement planning Income planning
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Michael R

Series 63, Series 65

Shrewsbury, NJ

STIFEL

Michael Rosenthal is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 17 years and Overtime Angels, Inc. for nine years. 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.

General retirement planning Income planning
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Lori A

Series 63, Series 66

Shrewsbury, NJ

STIFEL

Lori Attanasio is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Financial Planning Concepts and Doft & Co., Inc. 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.

General retirement planning Income planning
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David M

Series 63, Series 65

Shrewsbury, NJ

STIFEL

David Manning is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Manning has been with Stifel Nicolaus & Co Inc since 2018. Stifel serves a wide 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 to support asset allocation and planning analyses.

General retirement planning Income planning
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Eric G

Series 63, Series 65

Shrewsbury, NJ

STIFEL

Eric Gauss is a financial advisor at Stifel in Shrewsbury, NJ, with 28 years of industry experience. He has held his current position at Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodology from its Investment Strategy Group, offering forward-looking capital market analysis and probabilistic modeling to support asset allocation and financial planning.

General retirement planning Income planning
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Michael M

Series 63, Series 66

Shrewsbury, NJ

STIFEL

Michael Mulhaul is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2007. Outside of his advisory role, Mulhaul serves on the board of the Kiwanis New Jersey District Foundation and holds leadership positions with Kiwanis International, including Vice President and President, where he is involved in promoting membership and children's service initiatives. 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, providing asset allocation and planning analyses designed to inform client decisions.

General retirement planning Income planning
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Melanie K

Series 66

Shrewsbury, NJ

STIFEL

Melanie Kramer is a financial advisor at Stifel with five years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2023. Prior to her career in finance, Melanie spent six years with Pure Barre and was self-employed for 15 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

General retirement planning Income planning
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Keith R

Series 63, Series 66

Shrewsbury, NJ

STIFEL

Keith Ryan is a financial advisor at Stifel with 23 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. He holds Series 63 and Series 66 securities licenses. Stifel serves a diverse client base, 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 provide asset allocation and planning analyses that support client decision-making.

General retirement planning Income planning
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William Y

Series 63, Series 65

Shrewsbury, NJ

STIFEL

William Yaegel is a financial advisor with Stifel in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse clientele including individual, institutional, and municipal clients, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Richard S

Series 63, Series 65

Shrewsbury, NJ

STIFEL

Richard Salerno is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and multiple divisions of Morgan Stanley throughout a 13-year span. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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David P

Series 63, Series 65

Shrewsbury, NJ

STIFEL

David Palladino is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America and Merrill Lynch Pierce Fenner & Smith Inc. since 2003. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Sean M

Series 66

Shrewsbury, NJ

STIFEL

Sean Manning is a financial advisor at Stifel in Shrewsbury, NJ, holding a Series 66 designation with three years of industry experience. He previously worked at Simply Business and the University of Rhode Island. Stifel serves a diverse 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 guide asset allocation and financial planning.

General retirement planning Income planning
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