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Ryan D
Series 66
Chico, CA
LPL Financial
Ryan Dyrr is a financial advisor with LPL Financial in Chico, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he held roles at Raymond James Financial Services Advisors, Chico State Enterprises, and various hospitality and education-related positions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management and a range of model portfolios and research resources.
Daniel M
Series 66
Chico, CA
LPL Financial
Daniel Mehan is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Cetera Advisor Networks for five years before joining LPL Financial in 2018. Mehan operates Mehan Wealth Management, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
William T
Series 63
Chico, CA
STIFEL
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 S
Series 63, Series 66
Chico, CA
STIFEL
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 M
Series 66
Paradise, CA
Edward Jones
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 D
Series 66
Chico, CA
Merrill
Daniel Downard is a financial advisor with Merrill in Chico, California, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously held roles at Scottrade and Waddell & Reed. Outside of his advisory work, he is a self-published author with a novel available on Amazon. Merrill provides managed account services primarily to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.
Natalie W
CFP®, Series 63, Series 66
Chico, CA
Edward Jones
Natalie Williams is a CFP®-certified financial advisor with Edward Jones, based in Chico, CA, and has 10 years of industry experience. She has worked with Edward Jones since 2018 and previously held roles at Wells Fargo Clearing Services LLC, Wells Fargo Bank NA, and Redding Bank of Commerce. 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.
Holly W
Series 66
Chico, CA
Morgan Stanley
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 Y
Series 66
Chico, CA
Edward Jones
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 W
Series 63, Series 65
Chico, CA
Wells Fargo Advisors
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 P
CFP®, Series 63
Chico, CA
LPL Financial
Devin Potter is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial since 2019. He previously worked at Cetera Advisor Networks and Asset Management Group. Outside of his advisory role, he is involved with BCD Group Inc., a business entity 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 through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with access to various model portfolios, third-party research, and technology-driven investment strategies.
Matthew F
Series 66
Chico, CA
Edward Jones
Matthew Forster is a financial advisor at Edward Jones in Chico, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Omni Meta Enterprises Inc and Sochule Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.
Jacqueline G
Series 66
Chico, CA
Merrill
Jacqueline Gotelli is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, N.A. Her background also includes roles at University of Tennessee First Year Studies and a brief entrepreneurial venture in the juice bar industry. Merrill 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 to individuals, high-net-worth clients, and institutional investors.
Michele M
Series 66
Chico, CA
Morgan Stanley
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 R
Series 63, Series 65
Chico, CA
STIFEL
Deborah Rossi is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel since 2009. Rossi serves as a board member at the Work Training Center, which supports developmentally disabled clients. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach based on proprietary forward-looking market assumptions and probabilistic modeling.
William C
Series 63, Series 65
Chico, CA
STIFEL
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 M
Series 63, Series 65
Chico, CA
Cetera
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 S
Series 63, Series 66
Chico, CA
LPL Financial
Jake Stephens is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by various model portfolios and research from both in-house and third-party sources.
Benito A
Series 66
Chico, CA
Edward Jones
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.
Joseph G
Series 66
Chico, CA
STIFEL
Joseph Greco is a financial advisor with Stifel, holding a Series 66 designation and 20 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to support asset allocation, retirement, insurance, and estate planning analyses.
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