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.

Ashley Huff is a financial advisor at Raymond James Financial with one year of industry experience. Prior to joining Raymond James, Huff worked at Stifel, Nicolaus & Company, Inc. and US Bank. Huff is also an associate at Heithecker and Shanks Financial in Chico, CA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services rather than discretionary management.

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 with Edward Jones in Chico, CA, holding a Series 66 designation and six 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.