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Andrew B
CFP®, Series 66
Bowling Green, KY
STIFEL
Andrew Boyles is a CFP® with 10 years of industry experience and currently serves as a financial advisor at Stifel. He previously worked at Robert Baird & Co. and Hilliard Lyons. He is a board member of The Foundry Christian Community Center, a nonprofit preschool and after-school program in Bowling Green, Kentucky. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.
Chasity G
Series 66
Bowling Green, KY
STIFEL
Chasity Goshorn is a financial advisor at Stifel with six years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2020 and previously at Wells Fargo Clearing for one year. Outside of her advisory role, she serves as President of the Board of Directors for the Barren River Area Child Advocacy Center and participates in local community awareness efforts. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, 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 decisions.
Tony W
Series 63
Bowling Green, KY
STIFEL
Tony Witty is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Witty serves on multiple local nonprofit boards, including as chairman of the Salvation Army Bowling Green Advisory Board and director roles with Commonwealth Health Corp and its associated foundations. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Hunter D
Series 63, Series 66
Bowling Green, KY
STIFEL
Hunter Doyle is a financial advisor with Stifel in Bowling Green, KY, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Stifel serves a diverse client base, including individual and institutional investors, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Joshua M
CFP®, Series 66
Bowling Green, KY
STIFEL
Joshua Marson is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 13 years of industry experience. He currently works at Stifel and has previously been with Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach employs proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Nathan R
CFP®, Series 66
Bowling Green, KY
STIFEL
Nathan Richey is a financial advisor at Stifel with 17 years of industry experience. He holds the CFP® and Series 66 credentials and has worked previously at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he serves on the leadership board of Victory Hill Church and is the co-author of the book "Finding Your Financial Advisor," available for purchase online. Stifel serves a wide 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.
Jennifer S
Series 66
Bowling Green, KY
STIFEL
Jennifer Sanders is a financial advisor at Stifel with four years of industry experience. She holds a Series 66 designation and has worked previously at Cambridge Investment Research, Prudential Insurance Company of America, and Avantax Advisory Services. Outside of finance, she manages and bartends one night a week at Last Call Bar & Grill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
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