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.

Nicholas Magers is a CFP® professional with four years of industry experience, currently advising at Morgan Stanley in Chico, California. His prior experience includes roles at Edward Jones, Bank of America, Merrill Lynch, and Morgan Stanley Private Bank. Outside of his advisory work, he manages family agricultural ventures as a principal in several ranch-related business activities in California. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and advisory services supported by a structured planning process and advanced modeling tools.

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.

Jeffrey Ross is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms, including Avantax and 1st Global Advisors, and operates his own financial services business, Jeff Ross Financial. Ross also serves as a trustee for the Chico Elks Lodge, providing financial oversight. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform that supports a range of investment strategies and program structures, managing over $256 billion in assets.

Luis Brandi is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 15 years. Outside of his advisory role, Brandi teaches guitar and bass lessons part-time and owns an insurance sales business focused on fixed and indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services with a range of investment options and tools designed to construct portfolios tailored to client risk tolerance and investment objectives.

Richard Mootz Jr. is a CFP® professional affiliated with OSAIC, bringing 27 years of industry experience. He worked at Securities America Advisors and SECURITIES AMERICA, inc. for 15 years before joining OSAIC in 2024. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account platforms. The firm uses multiple analytical tools and third-party solutions to construct portfolios incorporating a wide array of asset types, operating under both discretionary and non-discretionary management.

Zoey Rash is a financial advisor at Edward Jones in Chico, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Bank of America for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

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.

Daniel Vincent is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at various firms including Avantax and 1ST Global Advisors, and he is the sole owner and president of Vincent Financial Group, Inc., which provides tax and investment services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jose Ascencio is a financial advisor with Raymond James Financial in Chico, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Tri Counties Bank since 2012 and with Raymond James Financial Services Advisors, Inc. since 2011. Outside of his advisory roles, he is also an associate employee at Tri Counties Advisors, where he spends significant time advising. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

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.

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.

Eric Magnuson is a financial advisor with Wells Fargo Clearing in Chico, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Stacey Axtell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Brandon Lopez is a financial advisor with Cambridge Investment Research Advisors who holds the Series 66 designation and has 17 years of industry experience. Prior to joining Cambridge in 2026, he worked at Cetera and Liberty Bell Financial Group and spent seven years with LPL Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through independent Financial Professionals. The firm offers a range of investment solutions across multiple platforms and incorporates both proprietary and third-party strategies.

Joe Caligiuri is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2004. In addition to his advisory role, he owns PianoVision Tab, a business he has operated since 2016. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of advisory options delivered through a large network of investment adviser representatives.