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.

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.

Daniel Decaires is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC and was affiliated with Lifeline Chico Training Center. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Steven Heithecker is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He is involved with multiple firms he owns or co-owns, including Heithecker & Shanks Financial, where he currently serves as a financial advisor. 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, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and also offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

John Dausman is a financial advisor with Edward Jones in Chico, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked for United Sun Energy from 2016 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Scott Stambaugh is a financial advisor with LPL Financial in Chico, CA, holding Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Cetera Advisor Networks and Cetera Wealth Services. 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 variety of advisory and brokerage services, utilizing a broad range of investment strategies supported by research and technology tools.

Mason Marshburn is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked eight years at NorCal Financial before joining LPL in 2025. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Robert Anderson is a CFP® with 43 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Securities America Advisors and various insurance companies. His professional history includes extensive roles in insurance and investment advisory. 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 portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

David Nelson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He previously worked at LPL Financial, LLC for 21 years before joining Cetera in 2025. Nelson is also the owner of Optimize Retirement Group and is licensed as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform with access to various program structures and third-party managers.

Michael Murphy is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Morgan Stanley Private Bank, National Association for 10 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment searches and recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Melissa Begbie is a Series 66–licensed financial advisor at Stifel with 15 years of industry experience. She has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations by offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Frederick Shanks III is a Series 66 licensed financial advisor with nine years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and Parker Wealth Advisors. In addition to his advisory roles, he is an owner and financial advisor at Heithecker & Shanks Financial and Shanks Financial in Chico, CA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as employer retirement plan consulting.