Succasunna, NJ Office

James Ferrie is a financial advisor at Stifel with Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and Prudential Equity Group. He has been with Stifel Nicolaus & Co Inc since 2017. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Martin Welzmuller is a CFP®-certified financial advisor with 30 years of industry experience, currently with Stifel since 2023. His prior roles include positions at Wells Fargo Clearing, RBC Capital Markets, J. B. Hanauer & Co., and Ryan Beck & Co. He serves as Vice-Chairman of Beyond Baptism Charitable Fund, is a board member of Theta Zeta Corporation fraternity, and holds several elected and leadership roles in local Republican organizations in Mount Olive, NJ. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services based on a proprietary investment strategy methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and maintains a broad range of affiliated financial services.

Scott Buchanan is a Series 66-licensed financial advisor at Stifel with four years of industry experience. His prior work includes serving in the United States Army on active duty from 2014 to 2022 and a brief tenure at Summit Financial LLC in 2022. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Michael Staufenberger is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he owns and manages Whitetail Ridge Farm in New Jersey, where he is involved in hay and corn farming as well as maintaining food plots for hunting. Stifel serves individuals, including high net worth and non-HNW clients, as well as institutional clients such as pension plans and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Rouba Staufenberger is a financial advisor at Stifel with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at Real Chemistry, The Planning Shop, Psyma International, and Adelphi Research. 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 to provide asset allocation and planning analyses.

Harold Uszerowicz is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing and Ryan Beck & Co. Outside of his advisory role, he is an amateur photographer. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

William Moynihan is a financial advisor at Stifel with 28 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside his advisory role, he is a member of the New Jersey Army National Guard and participates in community outreach with Project Self Sufficiency of Sussex County. He also assists in supervising a family contracting business during snow plow operations. 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 relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses that guide client decisions.

Ted Davis is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at RBC Capital Markets for 11 years before joining Stifel in 2020. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a focus on fee-based financial planning. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Michael Staufenberger is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He has worked at STIFEL since 2022 and previously spent six years at The Vanguard Group, Inc. in various roles. STIFEL serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group, supporting client decision-making across multiple financial areas.