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John O

Series 66

Chico, CA

LPL Financial

John O'Hara is a Series 66-registered financial advisor with LPL Financial, based in Chico, CA, with six years of industry experience. Prior to joining LPL Financial in 2019, he worked for Northrop Grumman from 2012 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Max M

Series 63, Series 65

Chico, CA

LPL Financial

Max Miracle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Cetera Advisor Networks and Cetera Wealth Services, LLC, with a combined tenure of over two decades before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary account management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew D

Series 63, Series 66

Chico, CA

LPL Financial

Matthew Donner is a financial advisor with LPL Financial in Chico, California, holding Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Cetera Advisor Networks and Cetera Wealth Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Ryan D

Series 66

Chico, CA

LPL Financial

Ryan Dyrr is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience, including previous roles with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of advisory work, he has held various positions in hospitality and education sectors prior to entering the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and participant-level retirement advice, supported by extensive research and technology resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel M

Series 66

Chico, CA

LPL Financial

Daniel Mehan is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Cetera Wealth Services, and Merrill. Outside of advisory work, he is involved in operating a separate wealth management business for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad array of financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Devin P

CFP®, Series 63

Chico, CA

LPL Financial

Devin Potter is a CFP®-credentialed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2019. He previously worked at Cetera Advisor Networks and Asset Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and portfolio management solutions utilizing both proprietary and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jake S

Series 63, Series 66

Chico, CA

LPL Financial

Jake Stephens is a financial advisor with LPL Financial in Chico, California, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and JPMorgan Chase Bank from 2015 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Muhammad K

CFP®, Series 63

Chico, CA

LPL Financial

Muhammad Khaki is a financial advisor with LPL Financial, holding CFP® and Series 63 designations and 33 years of industry experience. He has worked at LPL Financial since 2019 and previously spent over two decades at Cetera Advisor Networks and Cetera Wealth Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kara S

Series 66

Chico, CA

LPL Financial

Kara Scott is a financial advisor with LPL Financial in Chico, CA, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked in various roles including at Asset Management Group and Safeway. Her background also includes service in the Peace Corps and positions related to education and the wine industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeffrey J

Series 63, Series 65

Chico, CA

LPL Financial

Jeffrey Johnson is a financial advisor with LPL Financial in Chico, California, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Cetera Wealth Services and Cetera Advisor Networks before joining LPL Financial in 2018. Outside of advisory services, he is involved in several real estate rental ventures and development projects in the Chico area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel D

Series 66, Series 63

Chico, CA

LPL Financial

Daniel Decaires is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC and was affiliated with Lifeline Chico Training Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel H

Series 65, Series 66

Chico, CA

LPL Financial

Daniel Harvey is a financial advisor with LPL Financial in Chico, CA, holding Series 65 and Series 66 credentials with 17 years of industry experience. He previously worked at CETERA Advisor Networks LLC and BCD Group. Outside of his advisory role, he serves as Director of the Classical Conversations Challenge, a tutoring program affiliated with the Evangelical Free Church of Chico. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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