David Blaugh is a financial advisor with Stifel in Chico, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services alongside fee-based financial planning. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Jeffery Mason is a financial advisor at Stifel with 31 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2008, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves as a trustee of a family trust. Stifel serves a wide range of clients, including individuals and institutional entities, and offers brokerage and investment advisory services supported by a proprietary investment strategy and probabilistic modeling developed by its Investment Strategy Group.

Timothy O'Connell is a financial advisor at Stifel with 30 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2009 and holds a Series 63 designation. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Matthew Arness is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 designations. Stifel serves a wide range of clients, 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.

Sherri Parr is a financial advisor at Stifel with 20 years of industry experience. She holds a Series 63 designation and has been with Stifel Nicolaus & Co. since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies that support asset allocation and planning analyses, with clients maintaining discretion over implementation.

Gregory Nelson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2017. Prior to this, he worked at Marsh from 2015 to 2017. He is a member of the Chico Noon Exchange Club board and serves as a board member of his local homeowners association. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

John Nelson is a financial advisor with Stifel in Chico, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, providing both brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William Twisselman is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel Nicolaus & Co. since 2008. Twisselman holds the Series 63 designation and serves as a trustee for a non-family trust. Stifel serves a broad range of clients, 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.

Michael Sanford is a financial advisor at Stifel with Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Outside of his advisory role, he manages a residential rental property in Chico, California. Stifel serves a diverse range of clients including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Deborah Rossi is a financial advisor at Stifel with 37 years of industry experience. She has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the board of the Work Training Center, which supports developmentally disabled clients. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and capital market models developed by its Investment Strategy Group.

William Carson Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Joseph Greco is a financial advisor with Stifel, holding a Series 66 designation and 20 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.

Deborah Sobrero is a financial advisor with Stifel, holding a Series 63 designation and 29 years of industry experience. She has been with Stifel Nicolaus since 2008. Outside of her advisory role, she owns grazing land that she rents to a cattle rancher. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Brittneyann French is a financial advisor at Stifel with a Series 66 designation and experience beginning in 2024. Her prior work includes roles at Golden Valley Bank and C & A Cleaning. She serves as a committee member of the California Deer Association’s Chico Chapter, a nonprofit organization focused on preserving hunting land. Stifel provides brokerage and investment advisory services to individuals, institutional clients, and charitable organizations, utilizing proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ruth Ludtke is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Jason Heuton is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Stifel, including positions at California State University, Chico, and Hulas Chinese BBQ. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers both brokerage and investment advisory services, utilizing a proprietary investment methodology developed by its Investment Strategy Group.

Christopher Jaques is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2008 and holds a Series 66 designation. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling to guide asset allocation and financial planning, while clients retain discretion over implementation.

Matthew Mason is a CFP® professional with 10 years of industry experience. He has worked at STIFEL since 2020 and previously spent four years with The Vanguard Group, Inc. He is based in Chico, CA. STIFEL serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Eric Moxon is a financial advisor with Stifel in Chico, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Moxon serves as Vice-President of the Chico Area Council on Aging, where he is involved in delivering meals to seniors, writing grants, and attending board meetings; he also sits on the Emergency Food and Shelter Board of Butte County. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Melissa Begbie is a Series 66–licensed financial advisor at Stifel with 15 years of industry experience. She has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations by offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Kimberli Victorine is a financial advisor at Stifel with 40 years of industry experience. She has been with Stifel Nicolaus & Company, Incorporated since 2009. Kimberli holds a Series 63 designation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and uses probabilistic modeling to inform asset allocation and financial planning analyses.