Daniel Whitmoor Pryer is a financial advisor with Wells Fargo Clearing in Redding, CA, holding Series 63 and Series 66 designations and having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience with Wells Fargo Bank, NA dating back to 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Jones is a financial advisor at Edward Jones in Redding, CA, holding CFP® and Series 66 credentials with nine 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 a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Jack Cambon is a Senior Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management. He leads a team that implements a proactive and tax-efficient investment process addressing clients' short, intermediate, and long-term retirement income needs. Jack works with a select group of professionals, business owners, retirees, and their families to bring clarity, coordination, and efficiency to their financial lives through personalized wealth management strategies. Jack's expertise includes retirement income planning and projections, investment management and portfolio construction, tax-aware strategies, 401(k) and retirement plan rollovers, estate and legacy planning coordination, insurance and risk management solutions, strategies around large stock concentration, charitable giving planning, access to private banking services, real estate and specialty lending solutions, and select alternative investment access. He began his financial services career in 2007 in private banking before moving to wealth management, where he takes a comprehensive, long-term approach with his clients. Born and raised in Redding, California, Jack holds a Bachelor's Degree from California State University, Chico and is a Personal Investment Advisor (PIA). Fluent in English and American Sign Language (ASL), he is actively involved in his community through organizations such as Habitat for Humanity, Big Brothers Big Sisters, and Rotary.

Joshua Sternberg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having six years of industry experience. His prior experience includes roles at Edward Jones, Cetera Investment Services, and Columbia Bank. He is also involved as an associate with Columbia Wealth Associates, providing financial advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals and supports its services with advanced analytical tools and targeted consulting programs.

Kelsie Sax is a financial advisor with Morgan Stanley in Redding, CA, holding a Series 66 designation and having one year of industry experience. Her prior roles include positions at Farmers Insurance and Robinhood, as well as earlier work in the food service industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Kristina Campos is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has worked with Charles Schwab Bank SSB since 2022 and Charles Schwab & Co., Inc. since 2018. Prior to Schwab, she was employed at Zum Services Inc. and was involved with Bethel Church in Redding. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by extensive due diligence.

Ben Swim is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory work, he is a co-owner of a small farm operation selling excess livestock and eggs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Ryan Orr is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation. Prior to joining Stifel, he worked at Stryker and has additional experience in outdoor systems management and golf course operations. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Courtney Cox is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James and affiliated entities since 2014. Cox also serves as Vice President of Tri Counties Advisors, a financial advisory support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance advisory services uncommon among large institutional advisors.

Jason Richart is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2007 to 2011. His outside activities include managing residential real estate rentals. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sara Lanning is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Philip Dinius is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Tri Counties Bank, American Heritage Bank, and Oral Roberts University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

Tyler Rowley is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Power Rogers, Aitken Aitken Cohn, Dolan Law Firm, and Spectrum Prosthetics and Orthotics, where he also conducts consulting as an expert witness on prosthetic device costs for civil cases. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Renee Back is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining LPL in 2024, she worked at Stifel Nicolaus & Co Inc for nine years and Wells Fargo Clearing for four years. Outside of her advisory role, she is a business owner of North West Pools and Pool Plastering in Redding, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, utilizing both proprietary and third-party investment strategies with a broad operational infrastructure supporting over $819 billion in discretionary assets.

Rory Greek is a CFP® professional with 10 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2016. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm provides a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by extensive capital-markets capabilities.

Nicholas Webb is a Series 66-registered financial advisor at Thrivent Investment Management with four years of industry experience. Prior to joining Thrivent, he worked at Shasta College and the Shasta County Office of Education. Outside of his advisory role, he serves as President of the Board of Directors for Leadership Redding, a local nonprofit focused on civic and community involvement, and is a member of Dogwood Acres LLC, an organization dedicated to the ecological maintenance of inherited forest land. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic financial analyses without discretionary trading authority. The firm offers planning solutions that can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Denise Heitsman is a financial advisor with LPL Financial in Anderson, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with LPL Financial since 1999. Outside of her advisory role, she is involved in managing a small real estate rental business related to her office property. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs, utilizing various advisory platforms and technology tools to support its extensive network of over 22,800 advisors.

Joseph Schmitz is a financial advisor with Merrill in Redding, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, N.A., U.S. Bancorp Investments, Inc., and U.S. Bank. Before entering the financial sector, he worked at Round Table Pizza for five years. 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 accounts, combining internal and third-party management with various asset allocation options.

Neil Christie is a financial advisor with Raymond James Financial in Redding, CA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Raymond James Financial since 2009 and was previously affiliated with True Ride and Clausen & Christie Wealth Services. Christie is also a producing agent for a non-variable insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools to illustrate potential outcomes and supports clients through various advisory programs and institutional consulting services.

Paul Schwerdt is a financial advisor with Stifel Nicolaus & Co Inc, holding a Series 63 designation and bringing 25 years of industry experience. He has been with Stifel since 2016. 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’s investment approach is based 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.