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Jill L

Series 63

Rochester, MN

STIFEL

Jill Lentz is a financial advisor at Stifel with 26 years of industry experience. She has been with Stifel since 2009 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Daryl S

Series 66

Rochester, MN

STIFEL

Daryl Schulz is a financial advisor at Stifel with 22 years of industry experience, including 17 years at Stifel. He holds a Series 66 credential. Outside of his advisory role, Schulz serves as a Stewardship Committee member at Redeemer Lutheran Church and chairs the Audit Committee for The Landings Homeowner's Association. Stifel serves a wide range of clients, from individual investors to institutional entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Brent F

Series 63, Series 65, Series 66

Rochester, MN

STIFEL

Brent Fisher is a financial advisor with Stifel in Rochester, MN, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He previously worked at U.S. Bank from 2011 to 2024 before joining Stifel. Stifel serves a diverse client base 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.

General retirement planning Income planning
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Cody L

Series 66

Rochester, MN

STIFEL

Cody Larson is a financial advisor at Stifel in Rochester, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel, he worked at Ecolab for three years and has experience in landscaping and retail. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Randy B

Series 63, Series 66

Rochester, MN

STIFEL

Randy Baker is a financial advisor at Stifel with 36 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with a hunting television show focused on field production during the fall months. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
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Christopher B

Series 63, Series 66

Rochester, MN

STIFEL

Christopher Berg is a financial advisor with Stifel in Rochester, MN, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, he serves as a bookkeeper for The Landings Association, a homeowners association in Spirit Lake, Iowa, and will join the board of the Folwell Ridge Homeowners Association in Rochester beginning in 2025. Stifel serves a broad 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.

General retirement planning Income planning
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Matthew H

CFP®, Series 63, Series 66

Rochester, MN

STIFEL

Matthew Hogan is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He is based in Rochester, MN, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Hogan participates in community finance activities, including serving on the finance committee for the Rochester Senior Citizens Center and as a member of the finance council for the Church of St. John. Stifel serves a diverse client base, including individual, institutional, and charitable clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Michael V

Series 66

Rochester, MN

STIFEL

Michael Vanstraaten is a financial advisor at Stifel with 20 years of industry experience, including 17 years at Stifel. He holds a Series 66 designation. Outside of his advisory role, Vanstraaten is involved in managing recreational land used for hunting and beekeeping, as well as participating in direct meat sales from a family farm. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking market assumptions and probabilistic modeling to support client planning decisions.

General retirement planning Income planning
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Emanuel L

Series 63, Series 66

Rochester, MN

STIFEL

Emanuel Lopez is a financial advisor at Stifel in Rochester, MN, holding Series 63 and Series 66 licenses with 37 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and public entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

General retirement planning Income planning
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Pinnarorth P

Series 66

Rochester, MN

STIFEL

Pinnarorth Peng is a financial advisor with Stifel, holding a Series 66 designation and three years of industry experience. Peng has worked at Stifel, Nicolaus & Co., Inc. since 2022 and previously spent 11 years at Think Mutual Bank. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses intended to support client decision-making.

General retirement planning Income planning
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Christina M

Series 66

Rochester, MN

STIFEL

Christina Mielke is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel in 2024, she spent 11 years at Land O'Lakes, Inc. She serves on the board of Senior Citizen Services Inc., a social and fitness facility for adults aged 18 and older. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Scott C

Series 63, Series 65

Rochester, MN

STIFEL

Scott Carlson is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a vice president involved in the maintenance of a women's boutique called Revelation. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering both brokerage and advisory services. Its investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing asset allocation and planning tools to support client decisions.

General retirement planning Income planning
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Natalie N

Series 66, Series 63

Rochester, MN

STIFEL

Natalie Norman is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2009. Outside of her advisory role, she is a commissioned notary public in the state of Minnesota. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodology from its Investment Strategy Group, offering client-focused asset allocation and financial planning analyses.

General retirement planning Income planning
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Mark S

Series 63, Series 66

Rochester, MN

STIFEL

Mark Sebring is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2009. Outside of his advisory role, he serves as the chairman of an independent school district board and is vice president of a craft brewery. Stifel serves a broad range of individual and institutional clients, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

General retirement planning Income planning
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Dean L

CFP®, Series 63, Series 65

Rochester, MN

STIFEL

Dean Larson is a CFP® professional with 37 years of industry experience, currently affiliated with Stifel Nicolaus & Co., Inc. since 2003. He is based in Rochester, MN. Outside of his advisory work, he owns and operates a cattle company and is involved in timber and firewood sales. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services with a proprietary methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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