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Jason J

Series 63, Series 66

Macon, GA

STIFEL

Jason Jungberg is a financial advisor with Stifel in Macon, GA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Christopher B

CFP®, Series 66

Macon, GA

STIFEL

Christopher Bolles is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He is based in Macon, GA, and has additional involvement as a guest chef through Bolles Cooking Company LLC, and he holds leadership roles with the Navicent Health Foundation as Chairman of the Board of Trustees. Additionally, Bolles manages Bolles Cattle Company LLC, which focuses on beef cattle husbandry and sales. Stifel serves a wide variety of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

General retirement planning Income planning
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Craig M

Series 66

Macon, GA

STIFEL

Craig Murphey Jr. is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and previously worked at BASF and Delta Material Services before joining Stifel in 2022. He studied at Georgia Tech from 2012 to 2017. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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Lowell S

Series 63, Series 65

Macon, GA

STIFEL

Lowell Shepley is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2009. The firm serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. Stifel’s investment approach relies on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning analyses.

General retirement planning Income planning
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Craig M

Series 63, Series 65

Macon, GA

STIFEL

Craig Murphey is a financial advisor with Stifel based in Macon, GA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Murphey serves as Secretary and Treasurer on the board of Habitat for Humanity of Putnam County, a nonprofit focused on building affordable housing. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Matthew S

Series 66

Macon, GA

STIFEL

Matthew Shepley is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, he worked for six years at Smart Lighting Solutions and fifteen years at Don Blackburn and Associates. He holds a Series 66 designation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

General retirement planning Income planning
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Michael K

Series 63

Macon, GA

STIFEL

Michael Ketterbaugh is a Series 63–licensed financial advisor with 30 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base that includes individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and advisory services, using a proprietary investment strategy methodology developed by its Investment Strategy Group to support client decision-making.

General retirement planning Income planning
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