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Anthony Ruscigno
Senior Wealth Strategist - Wealth Planning

Anthony Ruscigno is a Senior Wealth Strategist at Stifel.  He educates high-net-worth clients on estate planning matters, particularly wealth structuring and the integration of personal planning with investment strategy.  Mr. Ruscigno joined Stifel in 2015 as part of its acquisition of Barclays Wealth and Investment Management, Americas.

Prior to joining Barclays in May 2011 as a Wealth Advisor, Mr. Ruscigno practiced law as a Tax, Trust, and Estates Attorney at Porzio Bromberg & Newman P.C., focusing on tax and estate planning for high-net-worth individuals.  Mr. Ruscigno formerly practiced at the Law Office of Richard E. Ingram, Esq. and at Mantell & Prince, P.C., where he advised on tax planning for individuals and entities.  Prior to that, Mr. Ruscigno was a Tax Manager in the Structured Finance Group at KPMG LLP.

Mr. Ruscigno earned a B.B.A. in Finance from Pace University, a J.D. from New York Law School, and a Master of Laws (LL.M.) in Taxation from New York University School of Law.

Ryan Franzen
Senior Financial Planning Specialist – Wealth Planning

Ryan has more than 11 years of experience in the financial services industry.  He joined Stifel in 2008 and is currently a Senior Financial Planning Specialist in the Wealth Planning Department.

Prior to joining the Wealth Planning Department in 2012, Ryan spent four years as a Dividend Specialist and a Performance Reporting Technician, learning the ins and outs of back-office operations.

Prior to joining Stifel, Ryan graduated from the University of Missouri – Columbia with a bachelor's degree in personal financial planning and minor in business.

Ryan holds the Series 7 (General Securities Registered Representative) and 66 (Uniform Registered Investment Advisor) securities registrations, as well as life, health, variable, and long-term care insurance licenses. 

Jon Smith
Trust Business Development Officer – Stifel Trust, N.A.

Jon is a Trust Business Development Officer at Stifel Trust Company, N.A. in St. Louis, Missouri, and has worked in the financial services industry since 2000.  He joined Stifel in 2007 and spent 11 years in the Wealth Planning Department.  Jon has created several seminars and has authored numerous articles concerning Social Security and Medicare planning.  He has spoken across the country to groups of clients, prospects, attorneys, CPAs, boards of directors, and various organizations on Social Security, Medicare, and various wealth planning-related topics.

Jon earned the CLU® and ChFC® designations from the American College of Financial Services and is a member of the Estate Planning Council of St. Louis.  Jon and his wife, Sharon, have four children and reside in O'Fallon, Missouri.

Mike Scherer
Senior Portfolio Manager – EquityCompass

Mike is the portfolio manager of the EquityCompass Quality Dividend and Select Quality portfolios, as well as a senior member of the team responsible for developing and researching EquityCompass' quantitative portfolio strategies. He has written extensively on market strategy and works closely with Stifel Financial Advisors educating them on EquityCompass investment portfolios and products.

Mike has over 20 years of investment experience. He has been involved in quantitative model maintenance and portfolio construction for the EquityCompass portfolios and quantitative models since the beginning. He joined the EquityCompass team in 2000 while it was a unit within Legg Mason, and moved with the team to Stifel in 2005 and EquityCompass in 2008.

Mike has a B.A. from College of William & Mary and an MBA in Finance from Loyola of Maryland.