Miamisburg, OH Office

Robert Lucas is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he is a horse owner and spends time riding. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling to guide asset allocation and financial planning.

Matthew Lucas is a financial advisor at Stifel with three years of industry experience. He holds a Series 66 designation and has worked at Stifel since 2022, following multiple years as a self-employed advisor. Stifel serves a wide range of clients including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides both episodic fee-based financial planning and advisory services, with clients generally retaining discretion over implementation.

Bradley Richardson is a financial advisor at Stifel with 13 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2009. 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 using forward-looking capital market assumptions and probabilistic modeling.

Bhavna Singh is a financial advisor at Stifel with one year of industry experience. She holds a Series 66 designation and previously worked at Key Bank from 2020 to 2023. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Joshua Weiland is a financial advisor at Stifel with 22 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he serves on the board of the University of Dayton’s Davis Center for Portfolio Management, advising students on their management of a portion of the university’s endowment, and is also a board member of the Kettering Sister City nonprofit organization. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Joshua Williams is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior work includes roles at Winsupply, Miami University, and Menards. Stifel serves a diverse client base, including individual and institutional investors, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Gary Holstine is a financial advisor at Stifel with 42 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Stifel since 2023. 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.

Jeffrey Richardson is a financial advisor at Stifel with 13 years of industry experience. He has held his current position since 2011 and holds the Series 66 designation. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.