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.

Shannon Hurte is a financial advisor with Edward Jones in Oroville, CA, holding Series 63 and Series 65 designations and 25 years of industry experience. Hurte has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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.

Daniel Harvey is a financial advisor with LPL Financial in Chico, CA, holding Series 65 and Series 66 credentials with 17 years of industry experience. He previously worked at CETERA Advisor Networks LLC and BCD Group. Outside of his advisory role, he serves as Director of the Classical Conversations Challenge, a tutoring program affiliated with the Evangelical Free Church of Chico. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Kimberli Victorine is a financial advisor at Stifel with 40 years of industry experience. She has been with Stifel Nicolaus & Company, Incorporated since 2009. Kimberli holds a Series 63 designation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and uses probabilistic modeling to inform asset allocation and financial planning analyses.

Vincent Kurland is a CFP® and Series 66 registered financial advisor with Edward Jones in Oroville, CA, where he has worked since 2017. He has nine years of industry experience, including four years at Wittmeier Auto Center prior to joining Edward Jones. 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.

Ashley Huff is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and previously worked at Stifel, Nicolaus & Company, Inc. and US Bank. In addition to her role at Raymond James, she is also an associate at Heithecker and Shanks Financial. 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, corporations, and institutional investors. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Laurie Brock is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Neil Yelland is a financial advisor at Edward Jones in Chico, CA, holding the ChFC® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Takeda Pharmaceuticals and AstraZeneca. 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 large network of financial advisors and branch offices.