The Fogle Group
Kit Fogle, CPFA
Senior Vice President/Investments
Kit began his investment industry career in 2004 and joined Stifel in 2023. Prior to working at Stifel, he worked at Merrill Lynch for nearly 20 years. Kit earned a Bachelor of Arts in Political Science from The Ohio State University, holds Series 7, 9 & 10, 63, and 65 securities licenses, and earned the Certified Plan Fiduciary Advisor® designation.
Active in the community, Kit is a board trustee for the Marion Technical College, a member of the Marion County Farm Bureau, and a member of The Ohio State alumni association. He is a proud sponsor of the Marion Palace Theatre, Habitat for Humanity, Marion Technical College Foundation, and the Marion Public Library. Kit is also the past president of Marion Rotary Club and served as board trustee for the Marion Area chamber of commerce.
Abigail Spears
Financial Advisor
Abigail began her investment industry career in 2022 and joined Stifel in 2023. Prior to joining Stifel, she worked at Merrill Lynch, beginning her career as a Client Service Associate before becoming a Financial Advisor. She earned a B.S.B.A. with a specialization in Accounting from The Ohio State University and holds Series 7 and 66 securities licenses.
Outside the office, Abigail is a board member for BookMarks of Marion Public Library.
Alexis Fogle
Financial Advisor
Alexis began her investment industry career in 2022 and joined Stifel in 2023. Prior to joining Stifel, she worked at Merrill Lynch. Alexis earned a B.S. in Business Administration from The Ohio State University and holds Series 7 and 66 securities licenses.
Active in the community, Alexis is a member of the Marion chamber of commerce, Leadership Marion, and Marion Young Professionals.
Robert Concepcion
Client Service Associate
Robert began his financial services career in 2011 and joined Stifel in 2023. Prior to joining Stifel, he worked at Merrill Lynch as a client service associate. Instrumental to the team, Robert is dedicated to delivering top-tier service to clients and performing administrative duties for the team. Robert earned a Bachelor of Arts in Communication from John Carroll University. Active in the community, he is a board member for the Ohio Heartland Community Action commission, a volunteer for the YMCA, and a member of the Marion chamber of commerce.