Cari Smith is a Series 66-licensed financial advisor with Edward Jones, based in Oroville, CA, and has two years of industry experience. She has been affiliated with Edward Jones and its related entities since 2014. Outside of her advisory role, she is a member of Kiwanis, participating in community events focused on supporting children, and is involved as an associate in Young Living, sharing essential oils. 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, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Neilsen II is a financial advisor with Cetera and holds a Series 66 designation. He has 18 years of industry experience and has worked at firms including Raymond James Financial Services and Summit Financial Group. He is also the owner and principal of David Neilsen & Associates Inc., an S-Corp established in 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Daniel Mauldin is a financial advisor with Ameriprise in Chico, CA, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2022, he worked at Edward Jones for two years and MSC Industrial Supply Company for twelve years. He serves on the Board of Directors for the North State Composite Mountain Bike Team. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alexis Stiemsma is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Alexis worked at Merrill Lynch and Bank of America N.A. Alexis also has experience outside finance, including a role at DoorDash. 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 and investment management capabilities, delivering its program on a non-discretionary basis.

Joshua Dyer is a financial advisor with Merrill in Chico, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Bank of America, J.P. Morgan Securities, and Merrill. He serves as a board member of the High Country Pines Homeowners Association in Heber, Arizona. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Jaques is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2008 and holds a Series 66 designation. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling to guide asset allocation and financial planning, while clients retain discretion over implementation.

Andrew Lipkin is a financial advisor with LPL Financial in Chico, California. He holds Series 63 and Series 65 credentials and has three years of industry experience. His prior roles include positions at Securities America, Inc. and OSAIC, as well as five years at The Printed Image. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes and employing technology tools for operational support.

Matthew Mason is a CFP® professional with nine years of experience in the financial services industry. He has been with Stifel since 2020 and previously worked at The Vanguard Group, Inc. from 2016 to 2020. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Eric Moxon is a financial advisor with Stifel in Chico, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Moxon serves as Vice-President of the Chico Area Council on Aging, where he is involved in delivering meals to seniors, writing grants, and attending board meetings; he also sits on the Emergency Food and Shelter Board of Butte County. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Kara Scott is a financial advisor with LPL Financial in Chico, CA, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked in various roles including at Asset Management Group and Safeway. Her background also includes service in the Peace Corps and positions related to education and the wine industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations.

Daniel Kluis is a financial advisor with Thrivent Investment Management in Chico, CA, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Kluis also continues to receive residuals from several insurance companies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses across a broad range of financial planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Ryan Thomas is a financial advisor with Ameriprise in Chico, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Ameriprise in 2022, he worked at MML Investors Services LLC and MassMutual Life Insurance Company from 2014 to 2022. He serves on the board of the Boys and Girls Club of the North Valley. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that incorporate Social Security options, tax-efficient withdrawal strategies, and asset modeling. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Anderson is a Series 66-licensed financial advisor with six years of industry experience. He is currently with LPL Financial and has previously worked at Securities America Advisors and other firms. Anderson is also a licensed CPA and provides tax preparation and accounting services alongside his advisory work. Additionally, he is an author with reported involvement starting in early 2025. 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 and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by a large network of advisors and technology tools.

Jeffrey Johnson is a financial advisor with LPL Financial in Chico, California, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Cetera Wealth Services and Cetera Advisor Networks before joining LPL Financial in 2018. Outside of advisory services, he is involved in several real estate rental ventures and development projects in the Chico area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lauren La Grande is a financial advisor with Morgan Stanley in Chico, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked for eight years at Fairway Mortgage. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools in its financial planning process.

Wyatt Durkin is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corp from 2021 to 2025. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of portfolio construction tools and supports various third-party managed account solutions.

Travis Barker is a Series 66-licensed financial advisor with Edward Jones, based in Paradise, CA, and has six years of industry experience. He has worked at Edward Jones since 2019 and previously spent 12 years at Tri Counties Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory strategies and affiliated investment options supported by a large nationwide network of advisors and branch offices.

Ryan Midkiff is a financial advisor with Ameriprise in Oroville, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at LPL Financial and Raymond James Financial Services. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily serving clients with Ameriprise-managed accounts.

Gregory Debord is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He is a partner at Bidwell Wealth Advisors and serves as CEO of Camelot Wealth Management, both based in Chico, CA. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Rebekah Jager is a Series 66-licensed financial advisor with Equitable Advisors, where she has worked since 2019. She has six years of industry experience and previously held roles at Axa Advisors and in various capacities at Chico State University and the Studio Inn Lounge. Outside of advising, she owns two small businesses, All Seasons Travel, LLC and All Seasons Mobile Bar & Rentals, and has worked as a DoorDash driver. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing various third-party advisory programs and offering ERISA fiduciary services for qualified plans.