Thomas Giordano is a CFP® with 43 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2009. He is based in Houston, TX, and holds a Series 63 license. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services grounded in proprietary investment analysis and asset allocation methodologies.

David Richburg Jr. is a CFP®-credentialed financial advisor with 27 years of industry experience, currently with Stifel in Houston, TX. He previously worked at Edward Jones for 11 years and spent two years at B. Riley Wealth Advisors and B. Riley Wealth Management. Richburg serves as a trustee for the Frank C Dailey College Scholarship Fund, which provides college scholarships to local high school graduates. Stifel serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Jackson Markham is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Integrated Payment Services and involvement in golf-related business activities through Jackson Markham Golf. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decision-making.

Michael Doering is a Chartered Financial Consultant (ChFC®) with 15 years of industry experience. He is currently with Stifel, where he has worked since 2023. Prior to joining Stifel, he spent 13 years at Bank of America and Merrill. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Thomas Singletary is a CFP®-credentialed financial advisor with Stifel in Houston, TX, and has 23 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves as an appointed board member for Lake Shore Cove Homeowners Association, where he presides over meetings, manages the annual budget, and enforces community rules. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services informed by a proprietary investment strategy methodology.

Willard Ulbricht II is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Outside of his advisory role, he is president of TWC Holdings LLC, a company that leases raw land for farming. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Robert Anthony is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Stifel in 2025, he worked at B. Riley Wealth Advisors and B. Riley Wealth Management from 2020 to 2025, and at J.P. Morgan Securities from 2012 to 2020. Stifel serves a broad client base including individuals, institutional clients, and nonprofits, providing both brokerage and investment advisory services. Its investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Kristina Reyes is a financial advisor at Stifel with 19 years of industry experience. She previously worked at Bank of America and Merrill from 2011 to 2023. Outside of her advisory role, she provides childcare services during church events at Faithbridge in Spring, Texas. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that guides asset allocation and financial planning.

James Rockford is a CFP® professional with 31 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2009. Based in Houston, TX, Rockford holds a Series 63 license. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both 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.