Adam Wetli is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 credential and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

David Priest is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he serves on the finance committee of St. Thomas Episcopal Church. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodology from its Investment Strategy Group, offering asset allocation and planning analyses to inform client decisions.

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.

Jared Wruck is a financial advisor at Stifel with 16 years of industry experience. He has held his position at Stifel since 2010 and holds the Series 66 designation. 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 based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

William Mielke Jr. is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 1999. Mielke holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as a commissioner on the Bellevue Village Park Commission and is a board member of the Green Bay Strikers soccer organization. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm applies a proprietary investment methodology developed by its Investment Strategy Group to support client financial planning and asset allocation decisions.