Joshua Wiley is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Wiley owns and manages an agricultural research and almond orchard business and is the founder and president of a nonprofit organization, Dads and Daughters of Northern California. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Forcella is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at Valic Financial Advisors for seven years before joining LPL Financial in 2009. Outside of his advisory role, he operates Forcella Wealth Management, focusing on client reviews, investment management, and life insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services. The firm offers various investment solutions including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Tiffany Gilbert is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to her career in finance, she worked as a caregiver for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains one of the largest networks of financial advisors and branch offices in the industry.

Jeffrey Kidd is a CFP® with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior experience includes a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Mackenzie Wright is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. Prior to joining Stifel, Wright held roles in tax and accounting and managed businesses including Westside Wines LLC and CAL Java Coffee Roasters. Wright has also been involved with the Shasta Family YMCA over multiple periods. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

James Forcella is a CFP® with 43 years of experience in financial advising, currently serving at LPL Financial since 2006. He previously worked at Valic Financial Advisors from 2004 to 2006. Outside of his advisory work, Forcella manages a peach orchard in Palo Cedro, California. 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 supports its network of over 22,800 advisors with a range of financial planning and portfolio management options, including third-party asset management and institutional platforms.

Christian Rizzi is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Cetera Advisor Networks and Edward Jones. He is also involved with Rizzi Wealth Management, an investment-related business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning and access to model portfolios and third-party asset managers, supported by extensive advisor tools and a large network of over 22,800 advisors.

Jason Parker is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a co-founder and owner of Placencia LLC, which focuses on investment opportunities and capital raising for real estate and private start-up companies. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Deanna Mercurio is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis from its Investment Strategy Group, providing guidance based on forward-looking capital market assumptions and probabilistic modeling.

Jennifer Heidel is a financial advisor with Wells Fargo Clearing in Redding, CA, holding the ChFC® designation and Series 66 license. She has 21 years of industry experience, including five years at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kelly Ankeny is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Thoras Cochran is a financial advisor with Edward Jones in Anderson, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is co-owner of Cochran Transport/Double J Construction, a trucking and construction business, and provides administrative support for his spouse's business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Carlos Miranda is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Redding office. He joined Merrill Lynch in 2004 and brings a background of 16 years at UPS, including 12 years in Operations Management. This experience emphasized the importance of preparation, execution, and discipline, which he applies to his financial advisory services. Carlos earned the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2008 and the Certified Plan Fiduciary Advisor (CPFA®) designation in 2025. He focuses on pre- and post-retirement planning, offering comprehensive advice including investment management, banking, and home financing services through Bank of America. Carlos works closely with clients' other professionals to develop cohesive financial strategies. He is engaged in community activities, having served as Vice-Chair and Wish Granter for the local Make-A-Wish chapter and currently participating with The Ascension Project, a nonprofit supporting athlete development. Carlos holds a High School Diploma from Maxwell High School.

Leroy Simpson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Clark Financial Group, Raymond James Financial Services, and Tri Counties Bank. He has been with LPL Financial since 2008 in multiple capacities. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Douglas Carter is a financial advisor with Morgan Stanley in Redding, CA, holding a Series 66 designation and 27 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advisory work, he is the manager and president of Northstate Property Management, a family-owned rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Geoff Forcella is a financial advisor with LPL Financial based in Redding, CA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with LPL Financial since 2007 and also holds roles as a fixed insurance agent and a health insurance agent with Blue Shield. Additionally, he is a registered notary. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

Bradford Jackson is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc. since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he engages in freelance activities including writing, speaking, photography, and consulting. Stifel serves a wide range of clients, from individuals to institutional entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Max Ruffcorn Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management in Redding, California, where he assists individuals, families, and business owners with financial planning, investment strategies, and legacy planning. He brings a disciplined and research-driven approach to client relationships, focusing on customized strategies aligned with clients' goals and values. He holds the Chartered Financial Analyst (CFA) and Certified Private Wealth Advisor (CPWA) designations, reflecting his commitment to fiduciary principles and technical expertise. Mr. Ruffcorn's services include tax-efficient wealth strategies, multigenerational wealth transfer, business succession planning, estate planning, retirement planning, and charitable giving. Beyond his professional role, Mr. Ruffcorn is involved in community leadership and athletic coaching. He currently serves on the Board of the Shasta Family YMCA, is a past president of Redding West Rotary, and has previously served on the Board of the Shasta Library Foundation. Additionally, he coaches for the University Preparatory High School Swim Team, is a USA Swimming official, and participates in endurance sports such as Ironman competitions.

Ryan Dorosz is a financial advisor at Edward Jones in Redding, CA, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent time at The Real Estate Group and Central Coast Realty Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Mayer is a financial advisor with Edward Jones who holds Series 63 and Series 66 designations and has 26 years of industry experience. His career includes roles at Merrill, Cetera Wealth Services, and A.G. Edwards & Sons prior to joining Edward Jones in 2011. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.