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Michael B

Series 66

Yardley, PA

STIFEL

Michael Becker is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus & Co since 2009 and holds the Series 66 designation. Outside his advisory role, Becker co-founded the Steering Committee for the Bio Pharma Networking Group on LinkedIn, contributing approximately four hours per month without compensation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering 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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Michael P

Series 66

Yardley, PA

STIFEL

Michael Peczinka is a financial advisor with Stifel, holding a Series 66 designation and five years of industry experience. Prior to joining Stifel in 2025, he worked at Merrill from 2020 to 2025 and held various roles at firms including Merrill Lynch, LCI, and ISD Jackson. Outside of his financial advisory career, he owns and operates ECO Hamilton LLC, a retail store specializing in electronic vaping products. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment strategy developed through its Investment Strategy Group.

General retirement planning Income planning
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Brian O

Series 63, Series 65

Yardley, PA

STIFEL

Brian Odelli is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a wide 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.

General retirement planning Income planning
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Bryan N

CFP®, Series 63

Yardley, PA

STIFEL

Bryan Nolan is a financial advisor at Stifel with seven years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Stifel in 2024, he worked at The Vanguard Group for six years and has experience with Randstad USA and Philadelphia University. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations. The firm offers brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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David F

Series 63, Series 65

Yardley, PA

STIFEL

David Farina is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he serves as Lead Pastor at Calvary Full Gospel Church, where he preaches, teaches, and oversees church operations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and planning analyses to support their investment decisions.

General retirement planning Income planning
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David W

Series 63, Series 65

Yardley, PA

STIFEL

David Woffindin is a financial advisor at Stifel with 50 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Woffindin holds Series 63 and Series 65 credentials. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and governmental entities, providing 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 to support client decision-making.

General retirement planning Income planning
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Jerry S

Series 63, Series 65

Yardley, PA

STIFEL

Jerry Schapira is a financial advisor with Stifel in Yardley, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses, while clients retain discretion over implementation.

General retirement planning Income planning
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Bruce D

Series 63

Yardley, PA

STIFEL

Bruce Dimicco is a financial advisor at Stifel with 42 years of industry experience. He has worked with Stifel since 2007 and holds a Series 63 designation. Outside of his advisory role, he serves as treasurer for the Middletown Monthly Meeting of Friends and the Coxton Lake Environment Preserve, and he is a board member of the A Marlyn Moyer Scholarship Foundation, which awards first-year college scholarships. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses as a basis for client decisions.

General retirement planning Income planning
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Jonathan F

Series 66

Yardley, PA

STIFEL

Jonathan Farina is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he manages a personal rental property business. Stifel serves a diverse client base 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 to provide asset allocation and planning analyses.

General retirement planning Income planning
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Adrianne V

Series 63, Series 65

Yardley, PA

STIFEL

Adrianne Vickers is a financial advisor at Stifel with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals—both high net worth and non-HNW— institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and 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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John A

Series 63, Series 66

Yardley, PA

STIFEL

John Abbracciamento is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Bank of America and Merrill. Stifel serves a diverse range of clients, including individuals, institutional investors, and nonprofit entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Matthew R

Series 66

Yardley, PA

STIFEL

Matthew Ryan is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Prior to his financial services career, he spent several years in education at Martin Saints Classical High School and Ville de Marie Academy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Esther B

CFP®, Series 66

Yardley, PA

STIFEL

Esther Bullard is a CFP®-certified financial advisor with 11 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent six years at Bank of America, N.A. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by proprietary investment analysis and probabilistic modeling.

General retirement planning Income planning
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Mark M

Series 63, Series 65

Yardley, PA

STIFEL

Mark Melillo is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to this, he was with Wells Fargo Clearing from 2016 to 2019 and Wells Fargo Advisors LLC from 2009 to 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Steven B

Series 63

Yardley, PA

STIFEL

Steven Bullard is a financial advisor with Stifel, holding a Series 63 designation and 38 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent seven years at Bank of America N.A. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies 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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Jacqueline C

Series 66

Yardley, PA

STIFEL

Jacqueline Caywood is a financial advisor at Stifel with 22 years of industry experience. She holds the Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
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David D

Series 63, Series 65

Yardley, PA

STIFEL

David De Dufour is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2009. Outside of his advisory role, he serves on the Investment Policy Committee for the Lutheran Church Missouri Synod's New Jersey District and engages in the purchase and sale of antiques. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

General retirement planning Income planning
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Brian S

CFP®, Series 66

Yardley, PA

STIFEL

Brian Strandskov is a CFP® with 21 years of industry experience. He is currently with Stifel, having joined the firm in 2025, after previous roles at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with analysis and asset allocation guidance intended to support their financial decisions.

General retirement planning Income planning
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Floyd C

Series 63, Series 65

Yardley, PA

STIFEL

Floyd Carl is a financial advisor with STIFEL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, Carl is active in several nonprofit and community organizations, including serving on boards and committees for groups such as the Leukemia & Lymphoma Society of Philadelphia, Advancing Opportunities of NJ, and Penn State University Libraries. 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 supported by 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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Robert A

Series 63, Series 65

Yardley, PA

STIFEL

Robert Andresen is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methods developed by its Investment Strategy Group.

General retirement planning Income planning
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Matthew D

Series 66

Yardley, PA

STIFEL

Matthew Daponte is a financial advisor at Stifel with a Series 66 designation and three years of industry experience. His career includes roles at Stifel Nicolaus & Co., Stephen DiOrio Insurance Agency, The Allstate Corporation, and a position with the United States Senate. Outside of his advisory work, he is involved as a poll worker for the Montgomery County Board of Elections. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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