Franklin, PA Office

Christopher Simms is a financial advisor at Stifel with 17 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he serves as chairman of Franklin Moving Forward, a nonprofit focused on the Franklin, PA area, and holds board positions with Sandycreek Township Planning Commission and UPMC Northwest. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and financial planning analyses.

Michael Dulaney is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2024, he held positions with the County of Venango and the Franklin Area Chamber of Commerce. He serves on several nonprofit and community boards, including the Keystone Community Education Council, the Venango Museum of Art, Science and Industry, and the Northwest Hospital Foundation. Stifel serves a diverse client base, 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.

James Williams Jr. is a financial advisor at Stifel with 43 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as Secretary of the Board of Directors for the Northwest Hospital Foundation and is a member of the Applefest Festival committee through the Franklin Area Chamber of Commerce. 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 guidance is based on a proprietary methodology developed by its Investment Strategy Group, encompassing capital market assumptions and probabilistic modeling to support client decision-making.