Jason Jungberg is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology that supports asset allocation and planning analyses, with clients maintaining discretion over implementation.

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.

William Greer IV is a Series 66-licensed financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, he held roles in the United States House of Representatives and the Georgia State Senate. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

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.

Lowell Shepley is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services for six years. Shepley holds Series 63 and Series 65 securities licenses and is based in Macon, GA. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

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.

Michael Ketterbaugh is a financial advisor at Stifel with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Macon, GA. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.