Eric Krueger, Daniel Landa, and Jerry O’Hara combine their market insights and aptitude with the breadth and depth of resources at Stifel to deliver a top-tier client experience.

Eric joined Stifel in 2013 having previously worked at a private wealth management firm in San Francisco, focusing on high-net-worth families and their tailored investment strategy needs. Since joining Stifel, Eric has been named to the Forbes’ Top Next-Gen Wealth Advisors in 2021, Forbes’ Best-in-State Next-Gen Wealth Advisors in 2022, 2023, and 2024, Forbes’ Best-in-State Wealth Advisors in 2024 and 2025, and AdvisorHub’s Advisors to Watch list in 2022 and 2024. Eric began his investment career as an exploration and production analyst for an oil and gas consulting firm.

Daniel joined Stifel in 2021 from Merrill Lynch to expand the team’s wealth planning focus by leveraging the knowledge he gained through obtaining the CERTIFIED FINANCIAL PLANNER® certification to coordinate planning.  

Jerry joined Stifel in 2025 after more than 20 years of financial services experience in equity research, manager search, and asset allocation. Most recently, Jerry worked as a senior equity research analyst at Jefferies & Company, focusing on traditional and alternative asset managers, broker-dealers, and wealth advisors. Jerry earned the Chartered Financial Analyst designation and specializes in the manager and investment selection process.

Forbes’ Top Next-Gen Wealth Advisors and Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication, and Forbes’ Best-in-State Wealth Advisors are based on the 12-month period ending June 30 of year prior to publication. All are selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

 

Greg Young and Matt Eccles joined with the NetLegacy Wealth Advisory Group in 2024 after running a successful fixed income team for more than 30 years. With their combined 60-plus years of experience, they bring extensive knowledge in helping clients manage their portfolios through various challenging interest rate environments. Matt and Greg joined Stifel in 2011, following Stifel’s acquisition of one of the nation’s oldest private investment and bond institutions, Stone & Youngberg. Stone & Youngberg’s notable municipal bond practice was absorbed by Stifel and boosted the firm to No. 1 in the rankings in underwriting in the tax-advantaged municipal bond space (as measured by number of issues underwritten).* Utilizing a combination of various income vehicles, from municipal bonds to preferred securities, to corporate bonds, to closed-end funds, Greg and Matt seek to successfully pursue clients’ income and risk goals for their portfolios.

*Source: LSEG, 2024, negotiated transactions ranked by number of issues

Income from particular municipal bond issues may or may not be subject to state and alternative minimum taxes. Capital gains tax may apply if sold prior to maturity. When investing in bonds, it is important to note that as interest rates rise, bond prices will fall.

 

Sorcha Dolan began her investment career with NetLegacy Wealth Advisory Group full time in 2023, after having interned with the team in 2016. After finishing college at Dominican University, she pursued her equestrian career. She serves the team as an analyst monitoring and screening managers while assisting with financial planning. Sorcha has Series 7, 63, and 65 securities licenses and specializes in helping the team with planning and analysis.