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Luke H

CFP®, Series 66

St. Mary's, PA

STIFEL

Luke Hoffman is a CFP® with six years of industry experience, currently affiliated with Stifel. He has worked at Stifel, Nicolaus & Company, Incorporated since 2022 and previously held roles at G&A Financial, Avantax Insurance Agency, Avantax Investment Services, Northwest Advisors, Northwest Bank, and Penn State Behrend. Hoffman serves on the boards of two nonprofit organizations in St. Marys, PA, including Elcam Inc., which provides job coaching for individuals with special needs, and the Boys and Girls Club of St. Marys, where he also acts as Treasurer. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning guidance, while clients retain discretion over implementation.

General retirement planning Income planning
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John P

Series 66

St. Mary's, PA

STIFEL

John Piccolo is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. In addition to his advisory role, he serves as a board member for Penn Highland Health in DuBois, Pennsylvania. 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 strategy methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Sherrie F

Series 63, Series 65

St. Mary's, PA

STIFEL

Sherrie Ferragine 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 Nicolaus & Co. Inc. since 2012. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology. The firm provides episodic, fee-based financial planning and collaborates with affiliated trust companies and banks to deliver integrated financial solutions.

General retirement planning Income planning
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Thomas F

Series 65, Series 63, Series 66

St. Mary's, PA

STIFEL

Thomas Fledderman is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Stifel in 2020, he worked at Cetera Investment Services and Northwest Advisors, and earlier spent over two decades at Northwest Savings Bank. Outside of his advisory role, he serves as treasurer for the St. Mary’s Rotary Club and Project Gifts for Elk County, and holds board positions with the St. Mary’s Ambulance Service and the Area Transportation Authority of North Central Pennsylvania. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Thomas L

Series 66

St. Mary's, PA

STIFEL

Thomas Launer is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, Launer serves as a trustee for the Kane Masonic Lodge and as treasurer for the St Marys Junior Olympic Wrestling Association, a nonprofit youth wrestling club. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which informs asset allocation and financial planning analyses.

General retirement planning Income planning
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