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.

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.