David Carl Neilsen II

Arthur Garcia is a CFP® with 20 years of experience in the financial industry. He is the principal advisor at Quantum Wealth Advisors LLC and has previously held roles at Atlas Financial Advisors, Inc., Pacific Financial Strategies, Inc., and Concourse Financial Group Securities, Inc. In addition to his advisory work, he operates an insurance agency, Atlas Health Insurance Solutions, based in Oroville, CA. Quantum Wealth Advisors provides portfolio management, financial planning, and a subscription-based market-timing newsletter to individual and high-net-worth clients as well as business entities. The firm employs a variety of analytical methods to support a long-term trading strategy and offers multiple fee structures including fixed, hourly, and subscription fees.

Darin Gilb is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He worked at Edward Jones for 17 years before joining Ameritas in 2022. In addition to his advisory work, he owns Darin Gilb Woodworks, a business producing and selling handcrafted wood products. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Kent Teixeira is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Ameritas Investment Corp and Aviva USA Corp since 2000 and has been with Ameritas Advisory Services since 2021. Outside of his advisory role, he is an inventor of a product for outdoor landscape use and serves as a volunteer board member with NAIFA California. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Michelle Lynn Cagnacci is a financial advisor with Edward Jones in Oroville, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2015, including a prior nine-year tenure before her current role. Outside of finance, she is involved in a family-owned spice and extract manufacturing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm maintains a large network of financial advisors and branch offices, providing both discretionary and non-discretionary investment strategies under a fiduciary standard.

Andrew Christensen is a CFP®-designated financial advisor with Stifel, based in Oroville, CA, and has one year of industry experience. Prior to joining Stifel in 2026, he worked at Lido Advisors, LLC and Pure Financial Advisors, LLC. Outside of his financial advisory role, Christensen works as a chauffeur and resort driver for Fairmont Raffles International Hotel in the greater San Diego area. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Lisa Rodriguez is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she serves as trustee for the Rodriguez Family Trust, which manages rental properties in California and Mexico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor network, affiliated capabilities beyond advisory services, and its fiduciary standard in providing advisory services.