Joshua Williams is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Stifel, Nicolaus & Company, Inc. since 2015. He holds the Series 66 designation and is based in Lagrange, GA. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing 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.

Ellen Howard is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Her prior work includes roles at Forvis Mazars LLP, Forvis, Dixon Hughes Goodman, and Clemson University. Stifel serves a broad range of clients including individuals, institutions, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.