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 19 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2008 and holds the Series 63 designation. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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 at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Advisor Networks LLC for six years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Kenneth Mason is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 37 years of industry experience. He previously worked at SagePoint Financial, Inc. for 10 years before joining LPL Financial in 2019. Outside of his advisory role, he serves as a junior varsity coach at Hamilton High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with a range of management options and access to proprietary and third-party research.

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 with LPL Financial, holding a Series 63 designation and bringing 32 years of industry experience. He has been with LPL Financial since 2004 and has been the owner of PianoVision Tab since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and advanced technologies.

Randall Korte is a financial advisor at Edward Jones in Chico, CA, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Horizon Seating from 2015 to 2017. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Lim is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2009. Lim is also involved in non-variable insurance activities, including life, health, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research.

David Green is a financial advisor with Edward Jones in Chico, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

Michael Neuliep is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he has been involved with Greyhound Combustion since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Larrabee is a CFP® professional with three years of industry experience, currently serving with LPL Financial in Chico, CA. His work history includes roles at Mechanics Bank, Cetera Wealth Services, and Liberty Bell Financial Group. Outside of advisory services, he is the owner of Parabolics, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Elijah Hostettler is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. His prior work history includes roles at Bank of America and various other companies across different sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates investment management with broader Bank of America services, enabling access to a wide range of products.

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.

Daniel Medley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked with several nonprofit and educational organizations, including the Butte Humane Society, Chico Unified School District, and the American Diabetes Association. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Scott Memmott is a Senior Financial Advisor at Merrill Lynch Wealth Management. He and his team oversee and coordinate the financial affairs of affluent individuals and families, providing a client-focused approach founded on trust and integrity. Their services include goals-based investment planning, asset and liability management, trust and estate planning, education and retirement planning, banking services through Bank of America, cash management, lending services for businesses, and managing employer-sponsored retirement plans. Scott collaborates closely with clients' attorneys and CPAs to address tax, trust, and estate planning issues, including wealth transfer strategies. Scott joined Merrill Lynch Wealth Management in 2011 after an extensive career in private equity and corporate finance. He follows a disciplined wealth management process, using technology and research to develop personalized plans focused on controlling controllable factors, unemotional decision making, and minimizing downside volatility. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds a Bachelor's Degree from Brigham Young University, graduating in 1985, and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott speaks English and Spanish. Outside of his professional endeavors, he is a long-time private pilot and enjoys basketball, boating, reading, skiing, swimming, tennis, traveling, and spending time with his wife Lara and their six children.

Kelly Senior is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley and its affiliates since 2008, including roles at Morgan Stanley & Co. Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

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.

Matthew Holzwarth is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at notable firms including Raymond James Financial Services and Bank of America. Based in Chico, CA, he also serves as an associate at Tri Counties Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations for clients who meet a net-worth threshold.