Joseph Wallace is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel since 2009, following prior roles at UBS Financial Services and Citigroup Global Markets. Outside of his advisory work, he serves on the board of directors and the investment committee for The Wece B and Martha A Johnson Foundation, and is a lay member of the administrative board at St Luke's Methodist Church. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kellyn Drayer is a CFP® professional at Stifel with 40 years of industry experience. Drayer has been with Stifel since 2009 and has a longstanding affiliation with Irving J. Drayer, M.D., P.A. Outside of advising, Drayer serves on several local boards, including the civic organization Longview 2020 and the Wece B. and Martha Johnson Foundation, and holds leadership roles in financial committees for the CHRISTUS Good Shepherd Foundation. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Todd Antonucci is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at Stifel Nicolaus since 2018 and previously spent eleven years at Brown Brothers Harriman & Co. He is also a commissioned Notary Public in the State of Texas. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology focused on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Gregory Wallace is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has been with Stifel since 2021 and previously worked at Amegy Bank of Texas from 2015 to 2021. Outside of his financial advisory role, he serves on the Finance Subcommittee of the Leadership Committee for Westminster United Methodist Church. Stifel serves a broad client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to inform client recommendations.