Pittsburgh, PA Liberty Avenue Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

16

Of 3,340 advisors across 469 offices

Location

1001 Liberty Avenue, Suite 1100

Pittsburgh PA 15222

Advisors at this office

16

Advisors at this office

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Darin S

Series 66

Pittsburgh, PA

STIFEL

Darin Sipe is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and SafSecur, LLC, as well as being involved with Outside the Box IT, LLC and Duplexity Group, LLC. Stifel serves a broad range of clients, 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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Brian D

CFP®, Series 66

Pittsburgh, PA

STIFEL

Brian Dieckmann is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Stifel since 2012. He holds the Series 66 designation and is based in Pittsburgh, PA. 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 relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses that clients use to make informed decisions.

General retirement planning Income planning
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Josephine M

CFP®, Series 63, Series 65

Pittsburgh, PA

STIFEL

Josephine Mastilak is a CFP® certificant with 43 years of experience in the financial industry. She has been with Stifel since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Peter S

Series 63, Series 65

Pittsburgh, PA

STIFEL

Peter Seppi is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs 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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Ryan M

CFP®, Series 63, Series 66

Pittsburgh, PA

STIFEL

Ryan Mastilak is a CFP® with nine years of industry experience, currently advising at Stifel since 2024. Prior to joining Stifel, he spent eight years at The Vanguard Group, Inc. He is based in Pittsburgh, PA. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies from its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Heather L

Series 66

Pittsburgh, PA

STIFEL

Heather Lozano is a Series 66-licensed financial advisor with five years of industry experience. She has worked with firms including JPMorgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and Massachusetts Mutual Life Insurance Co before joining Stifel in 2026. Prior to her financial career, she held roles with Vipkid and the City of Maricopa. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, 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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John L

Series 63, Series 65

Pittsburgh, PA

STIFEL

John Lisowski is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. 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 a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

General retirement planning Income planning
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Daniel R

CFP®, Series 66

Pittsburgh, PA

STIFEL

Daniel Riley is a CFP®-certified financial advisor with 14 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following roles at PNC Investments and PNC Bank from 2013 to 2018. Stifel serves a wide array 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. The firm provides fee-based financial planning and model allocations intended to inform client decisions while allowing clients discretion over implementation.

General retirement planning Income planning
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Tammy B

Series 66

Pittsburgh, PA

STIFEL

Tammy Baumgarten is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and has worked previously at Bank of America Merrill Lynch and R Wine Cellar. Outside of finance, she has experience in the hospitality industry, including a role at Hyde Park Prime Steakhouse. 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 analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
user avatar

Paul L

CFP®, Series 66

Pittsburgh, PA

STIFEL

Paul Lang is a CFP® professional with eight years of experience in the financial services industry. He is currently with Stifel, where he has been since 2020. His prior experience includes roles at Federated Investment Counseling and PNC Bank. Lang also worked briefly with the Pittsburgh Steelers in 2016. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Richard Z

Series 63

Pittsburgh, PA

STIFEL

Richard Zalakar is a financial advisor at Stifel in Pittsburgh, PA, with 35 years of industry experience. He has been with Stifel since 2007 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s proprietary investment methodology incorporates forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

General retirement planning Income planning
user avatar

Ronald S

Series 63, Series 65

Pittsburgh, PA

STIFEL

Ronald Short Jr. is a financial advisor with Stifel in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, 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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Herman D

CFP®, Series 63, Series 65

Pittsburgh, PA

STIFEL

Herman Dieckmann is a CFP® with 49 years of industry experience, currently serving as a financial advisor at Stifel since 2022. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2022. 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 developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Jonathan D

Series 63, Series 66

Pittsburgh, PA

STIFEL

Jonathan Dieckmann is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank for seven years before joining Stifel Nicolaus & Co Inc. in 2022. 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 uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

General retirement planning Income planning
user avatar

Stephen B

Series 63, Series 65

Pittsburgh, PA

STIFEL

Stephen Bender is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Stifel serves a broad 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 that supports asset allocation and planning analyses for clients.

General retirement planning Income planning
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