Wayzata, MN East Lake Street Office

Daniel Fritz is a financial advisor at Stifel with 23 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2006. Fritz serves on the Board of Directors for the University of Minnesota Fraternity Purchasing Association, advising student leaders. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Jonathan Hess is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Stifel in 2022, he worked for Wells Fargo Clearing from 2016 to 2022. He is based in Wayzata, MN. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jeremy Phillips is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel in 2023, he worked at Best Buy Corp for twelve years. He serves as a board member for Children's Workshop Montessori, assisting with human resources and staffing. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to support clients' financial planning and asset allocation decisions.

Michael Adams is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co., Inc. since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Matthew Kent is a financial advisor with Stifel in Wayzata, MN. He holds a Series 66 credential and has prior work experience at Boston Scientific and Alliant Engineering. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Harold Sorley is a financial advisor at Stifel with 33 years of industry experience. He has held his current position since 2006 in Wayzata, MN, and holds Series 63 and Series 66 licenses. Stifel serves a diverse clientele including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology from its Investment Strategy Group, providing asset allocation and financial planning analyses that support client decision-making.