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Paul B

Series 66

Orland, CA

Creative Financial Designs, Inc.

Paul Betenbaugh is a financial advisor at Creative Financial Designs, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Creative Financial Designs and CFD Investments since 2018, following prior roles at Securities America Advisors and Securities America Inc. Betenbaugh is also licensed as an insurance agent. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive to tactical management, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Megan R

Series 66

Orland, CA

Edward Jones

Megan Rudolph is a financial advisor at Edward Jones with a Series 66 designation. She has held roles at Edward Jones since 2022, alongside experience in education and a brief tenure at Jitter Bean Coffee Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and investment solutions, managing over $1 trillion in assets with a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Joyce Y

ChFC®, Series 63, Series 66

Orland, CA

Edward Jones

Joyce Yancy is a financial advisor at Edward Jones with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2016, she worked at Avantax Advisory Services from 2008 to 2016. Outside of her advisory work, she is the owner of a business involved in harvesting and bagging at Mandarin Orchard in Orland, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.

General retirement planning Retirement income strategy Income planning Wealth management Retired Founder/Business Owner Executive
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Vanessa H

Series 66

Corning, CA

Edward Jones

Vanessa Haro is a financial advisor at Edward Jones in Corning, CA, with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she serves on the board and finance committee of the Community Housing Improvement Program, a nonprofit organization, and is involved with Soroptimist International of Chico and the Bidwell Lady Niner's Twilight Summer Golf Club. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and managed solutions. The firm is notable for its extensive network of advisors and branch offices, affiliated mutual funds, and additional financial services including trust and securities-based lending options.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Self-Employed
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