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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.

College savings (529s, UTMA, etc.)
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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.

College savings (529s, UTMA, etc.)
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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.

General retirement planning Income planning
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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.

General retirement planning Income planning
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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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Attorney
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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.

Tax-loss harvesting Active portfolio management Passive / index investing
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

General estate planning guidance
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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.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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.

College savings (529s, UTMA, etc.)
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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.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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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.

Tax-loss harvesting Active portfolio management Passive / index investing
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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.

General estate planning guidance
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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.

General retirement planning Income planning
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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.

General retirement planning Income planning
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

College savings (529s, UTMA, etc.)
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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.

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families
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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.

General retirement planning Income planning
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