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Thomas S

CFP®, Series 63, Series 66

Houston, TX

STIFEL

Thomas Singletary is a CFP® with 24 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2009 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves as an appointed board member of the Lake Shore Cove Homeowners Association, where he presides over meetings and manages the annual budget. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing 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 guide asset allocation and planning analyses.

General retirement planning Income planning
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Blake J

Series 66

Mequon, WI

STIFEL

Blake Jalovec is a financial advisor with Stifel in Mequon, WI, holding a Series 66 designation. He has a diverse work background across several companies, including Keller Williams, Sealed Air, and IKO Industries. Blake has been with Stifel since 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is guided by proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, supporting asset allocation and financial planning decisions.

General retirement planning Income planning
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David H

Series 66

Owosso, MI

STIFEL

David Hood is a Series 66-licensed advisor with Stifel in Owosso, MI, bringing 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following four years at Wells Fargo Clearing. Outside of his advisory role, he serves as president of Oak Hill Cemetery, overseeing its operations. 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 asset allocation methodologies.

General retirement planning Income planning
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Dawn C

Series 63, Series 66

Hackensack, NJ

STIFEL

Dawn Castro is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following an 11-year tenure at RBC Capital Markets Corporation. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

General retirement planning Income planning
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Matthew J

Series 63, Series 65

St. Louis, MO

STIFEL

Matthew Jenkins is a financial advisor at Stifel with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Stifel Nicolaus & Co Inc and Cetera Investment Services LLC. Outside of his advisory work, he sells produce at a local farmer's market. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Paul A

Series 63, Series 65

Golden Valley, MN

STIFEL

Paul Antonenko is a financial advisor at Stifel with 31 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2021 before joining Stifel Nicolaus & Co Inc in 2021. Outside of his advisory role, Antonenko is involved in youth hockey as a coach, referee, and regional scout. 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 support asset allocation and financial planning.

General retirement planning Income planning
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Jacqueline Z

Series 63

Appleton, WI

STIFEL

Jacqueline Zuleger is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, she works as a consultant for Beautycounter and is a clothing sale associate at a boutique in Appleton, WI. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment strategy methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Cheryl W

Series 63, Series 65

Grand Haven, MI

STIFEL

Cheryl Wilczak is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2008. Outside of finance, she engages in photography as a hobby, selling her photos on a limited basis. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology from its Investment Strategy Group that 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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Scott S

Series 63, Series 66

Canfield, OH

STIFEL

Scott Schulick is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Stifel since 2012. Outside of his advisory role, Schulick is actively involved in numerous community and nonprofit organizations, including serving on boards related to education, historic preservation, cultural awareness, and charitable foundations, as well as teaching part-time in accounting and finance at Youngstown State University. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, emphasizing client discretion in implementation.

General retirement planning Income planning
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Kyle A

Series 66

Hauppauge, NY

STIFEL

Kyle Abruzzo is a financial advisor at Stifel with one year of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2024, he has worked in various roles including positions at Whole Foods Market and academic institutions. 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, with clients retaining discretion over implementation.

General retirement planning Income planning
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Jeffrey L

Series 63, Series 65

Green Bay, WI

STIFEL

Jeffrey Lenz is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Shawn P

ChFC®, Series 66

Charlottesville, VA

STIFEL

Shawn Pendleton is a ChFC®-designated financial advisor with Stifel, where he has worked for 13 years. He is based in Charlottesville, VA. Pendleton serves on the Board of Directors and is Chairman of the Board for City of Promise, a nonprofit focused on education, development, and mentoring for children in underserved neighborhoods. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering 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.

General retirement planning Income planning
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Brenda G

Series 63, Series 65

Kansas City, MO

STIFEL

Brenda Gooderl is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering 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 guide asset allocation and planning analyses.

General retirement planning Income planning
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Raymond M

Series 63, Series 65

New York, NY

STIFEL

Raymond Minicucci is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services Inc. from 2009 to 2022. Outside of his advisory role, he serves as Vice President of KRM Designs Inc., a real estate management company. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

General retirement planning Income planning
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Jerald S

Series 63, Series 65

Lawrence, KS

STIFEL

Jerald Samp is a financial advisor at Stifel with 28 years of industry experience and holds Series 63 and Series 65 credentials. He has been with Stifel since 2009. 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 to support asset allocation and planning analyses.

General retirement planning Income planning
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Jordan G

Series 63, Series 66

Greenwood Village, CO

STIFEL

Jordan Gaskins is a financial advisor at Stifel with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Charles Schwab and Fisher Investments and has experience in various business activities outside finance. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling by its Investment Strategy Group.

General retirement planning Income planning
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Phillip M

ChFC®, Series 63, Series 65

Southlake, TX

STIFEL

Phillip Meyer is a ChFC®-designated financial advisor with 28 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held positions at Bank of America and Merrill Lynch. Based in Southlake, TX, Meyer’s background includes extensive experience with major financial institutions. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies. The firm provides episodic fee-based financial planning without automatic implementation or ongoing monitoring unless engaged for execution.

General retirement planning Income planning
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Nicholas D

Series 66

Altoona, PA

STIFEL

Nicholas De Longis is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus since 2016, following roles at RBC Capital Markets and Ferris, Baker Watts, LLC. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Tammy W

Series 63

Irvine, CA

STIFEL

Tammy Welch is a financial advisor with Stifel in Irvine, CA, holding a Series 63 designation and 34 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2011 and previously at UBS Financial Services and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Shelly H

Series 63, Series 66

Crown Point, IN

STIFEL

Shelly Howard is a financial advisor with Stifel in Crown Point, IN, holding Series 63 and Series 66 licenses and 33 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2009, following prior roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Raymond James & Associates. Stifel serves a wide range of clients, including individuals, institutional investors, 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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