Matthew Holzwarth is a financial advisor with Wells Fargo Advisors in Chico, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Raymond James Financial Services and Bank of America/Merrill. He is also an associate at Tri Counties Advisors, where he provides financial advising services. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

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.

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.

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.

Justin Miley is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Five Star Bank, Northern California National Bank, and Tri Counties Bank, as well as managing Miley Properties, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Daniel Downard is a financial advisor with Merrill in Chico, California, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Scottrade, and Waddell & Reed. Outside of advising, he is a self-published author with a novel available on Amazon.com. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Natalie Williams is a CFP® professional with 10 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. 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 and investment solutions through a large network of financial advisors and branch offices.

Holly Walker is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and modeling techniques.

Brittany Yelland is a financial advisor at Edward Jones in Chico, CA, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, she worked for Evans Appraisal Service Inc. for seven years and spent one year at Sierra View Elementary School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Richard Wilson is a financial advisor with Wells Fargo Advisors in Chico, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Tri-Counties Bank Investment Services and Raymond James Financial Services from 2012 to 2026. He is also involved as an associate at Tri Counties Advisors, where he sells equities, fixed income, mutual funds, and annuities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, and specialized services like business-owner transition and sports & entertainment planning. The firm integrates advisory services with banking and other financial products through a network of financial advisors.

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.

Matthew Forster is a financial advisor with Edward Jones in Chico, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Omni Meta Enterprises Inc and Sochule Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of financial advisors and branch offices.

Jacqueline Gotelli is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has been with Bank of America and Merrill since 2019. Outside of her advisory role, she is involved as an owner in a family-owned limited partnership focused on real estate transactions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing strategic and tactical asset allocation approaches.

Michele Michaels is a Series 66 licensed financial advisor with Morgan Stanley, based in Chico, CA, and has 18 years of industry experience. She has been with Morgan Stanley and its affiliates since 2008. Outside of her financial advisory work, Michele is involved with Love of the Magic, a travel agency based in Winter Garden, Florida. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines large-firm resources with diverse investment and advisory services.

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.

Jeffrey Mccready is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 1998. In addition to his advisory role, he is an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party managers.

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.

Benito Abarca Sanchez is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Hanna Interpreting Services LLC and Safeway Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.