Tate Lahey is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at Edward Jones for seven years before joining Raymond James Financial Services Advisors, Inc. in 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by comprehensive analytical tools and maintains unique services such as municipal advisory work and SIMPLE IRA Employer Advisory programs.

Eric Dues is a CFP® and Series 66-licensed financial advisor with nine years of industry experience, currently practicing at Edward Jones in Redding, CA since 2017. Prior to joining Edward Jones, he worked at CSU Chico from 2014 to 2016. Outside of his advisory role, he is involved in managing a rental property in Redding. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Tad Raudman is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 designation. His prior roles include positions at Lincoln Financial Advisors Corporation, JP Morgan Securities, Morgan Stanley Private Bank, and Morgan Stanley. In addition to his advisory work, he is licensed as an insurance agent offering fixed insurance products such as annuities and various life and health insurance policies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment tools and advisory platforms to construct portfolios across multiple asset classes and offers integrated brokerage, financial planning, and third-party money management services.

Stacy Pohlmeyer is a financial advisor with Edward Jones in Redding, California, holding Series 63 and Series 65 credentials and having four years of industry experience. Prior to her financial advisory career, she owned and operated Stacy's Hair & Nail Studio for 24 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

David Chapple is a financial advisor with LPL Financial in Redding, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Highway Financial Networks before joining LPL Financial in 2004. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology tools.

Stephanie Walker is a financial advisor with Edward Jones in Redding, CA, holding a Series 63 designation and 20 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management.

Maria Whittle is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley since 2015 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations and Secular Return Estimates.

Beau Runsten is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Edward Jones in Redding, CA, where he has been since 2026. Prior to joining Edward Jones, he worked at Bank of America NA, Merrill Lynch, Rockwell Wealth Advisors, and Altruist Financial LLC. 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Katherine Peirce is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, personal retirement planning, and women and wealth. Katherine holds a Bachelor's Degree from Simpson University and is designated as a Personal Investment Advisor (PIA). Outside of her professional work, she enjoys cooking, gardening, interior decorating, music, painting, reading, spending time with her family, and traveling.

Richard Hill is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and City National Bank. He serves on the Board of Directors for the Mercy Foundation North, a nonprofit philanthropic foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Kenneth Cordy is a CFP® and ChFC® with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory and investment solutions under a fiduciary standard.

Gregory Shaddix is a CFP® with 27 years of industry experience, currently affiliated with Cetera. He has a long tenure in financial services, including over two decades with Avantax and operates a tax preparation and accounting practice as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes various program options and access to affiliated and third-party money managers.

John Pohlmeyer II is a CFP® and ChFC® professional with 22 years of industry experience. He has been with Edward Jones since 2003. 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 tax-efficient services, operating under a fiduciary standard.

David Dinius is a Series 66 licensed financial advisor with Edward Jones in Redding, CA, where he has worked since 2018. He has eight years of industry experience and previously held roles at Grand Canyon University, Barton Associate, Michael J Dinius DDS, and Simpson University. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Brandy Bailey is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Redding, CA, and has 21 years of industry experience. She has worked with Wells Fargo in various capacities since 1994, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she maintains ownership of a rental property in McKinleyville, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Farren Forcella is a financial advisor with LPL Financial in Redding, CA, holding CFP® and ChFC® designations with 17 years of industry experience. He has been with LPL Financial since 2008. In addition to his advisory role, Forcella is a notary public serving the community in an official capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of advisors. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Theresa Nachman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. She previously worked at Edward Jones for 14 years before joining Raymond James in 2020. She is involved in Onyx Wealth Strategies, supporting collaborative business practices and client marketing efforts. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad range of advisory programs, including specialized municipal and SIMPLE IRA consulting services.

David Carter is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management and real estate through other business activities in the Redding, California area. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support client strategies.

Chad Wolcott is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1998 following a career in corporate consulting. Chad provides individualized financial and wealth management strategies, focusing on wealth accumulation, preservation, and transfer. His advisory approach emphasizes portfolio development, liability management, tax minimization, and asset preservation, with particular attention to securing a lifetime retirement income stream. His services include retirement planning, estate planning coordination, and wealth preservation through insurance planning. Chad holds a Bachelor's degree from Sacramento State University and a Master's degree from Bowling Green State University, earned in 1997. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC). Recognized as a member of the Van Dyke, Wolcott & Associate team named to the 2024 Forbes “Best-in-State Wealth Management Teams” list, Chad is committed to building enduring client relationships through guidance and service. Born and raised in Redding, Chad appreciates the local community and participates actively as a member of the Pathway Church of Redding. Outside of his professional role, he enjoys spending time with his wife and four children, and engages in activities such as baseball, fishing, football, reading, and traveling.

Charles Sanders is a financial advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and socially responsible, values-based, and ESG investing. With over 13 years of experience, Charles applies a relationship-based approach to advising, focusing on understanding each client's unique needs and long-term financial goals. He emphasizes integrity and trust as the foundation of his client relationships, aiming to prepare clients for life's uncertainties and help them achieve optimal outcomes. Charles holds a Bachelor's Degree from Liberty University and is a Personal Investment Advisor (PIA). He is a member of Rotary International. His personal interests include baseball, camping, cooking, golfing, music, reading, spending time with family, traveling, watching movies, and writing.