Steven Friese is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and previously worked at AgQuest Financial Services, Inc. for seven years. He is also a notary public in Minnesota. Stifel serves a wide 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 proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Lisa Peterson is a financial advisor at Stifel with 20 years of industry experience, having been with the firm since 2006. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a member of Larson & Lammers LLC, an entity unrelated to investment activities. Stifel serves a diverse 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 to provide asset allocation and planning analyses used as a basis for client decisions.

Lawrence De St. Croix III is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Company, Inc. since 2022. His prior experience includes roles outside the financial industry, including a decade with Hopkins High School Band and Shoesters, Inc. Stifel serves a broad range of clients—including individuals, institutional investors, and charitable organizations—offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.