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Daniel W
Series 63, Series 65
Marion, OH
STIFEL
Daniel Wigton is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel since 2009. Daniel serves on The Ohio State University at Marion Alumni Advisory Board. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Kit F
Series 63, Series 65
Marion, OH
STIFEL
Kit Fogle is a financial advisor at Stifel with 22 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Stifel in 2023, he worked at Bank of America and Merrill. Outside of finance, he serves as President of the Board of Trustees for Marion Technical College and manages a large family grain farm in Ohio. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Patrick C
Series 63, Series 65
Marion, OH
STIFEL
Patrick Carey is a financial advisor at Stifel with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Outside of his advisory role, he serves as President of the Board for the Marion Public Library. 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 proprietary methodologies that incorporate forward-looking capital market assumptions and probabilistic modeling to support client decision-making.
Abigail S
Series 66
Marion, OH
STIFEL
Abigail Spears is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Merrill Lynch. Outside of her advisory role, she serves on the board of BookMarks of the Marion Public Library, where she participates in fundraising and event planning. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.
Eric W
Series 63, Series 66
Marion, OH
STIFEL
Eric Wigton is a financial advisor with Stifel in Marion, Ohio, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has been with Stifel since 2017, following five years at Bowling Green State University. 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 guided by a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.
Ryan C
CFP®, ChFC®, Series 63, Series 65
Marion, OH
STIFEL
Ryan Campbell is a CFP® and ChFC® with 31 years of experience in the financial services industry. He has been associated with Stifel since 2009. In addition to his advisory work, he serves on the investment committee of the Marion Ohio YMCA and advises the board of Turning Point, a local organization supporting victims of domestic abuse. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment strategies are based on proprietary analysis and modeling developed by its Investment Strategy Group.
Alexis F
Series 66
Marion, OH
STIFEL
Alexis Fogle is a Series 66-registered financial advisor at Stifel with three years of industry experience. Prior to joining Stifel in 2023, Alexis worked at Bank of America, Merrill, and The Ohio State University. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses proprietary investment analysis and allocation methods developed by its Investment Strategy Group to inform client planning and decision-making.
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