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Arthur G

CFP®, Series 66

Oroville, CA

Quantum Wealth Advisors LLC

Arthur Garcia is a CFP® with 20 years of experience in the financial industry. He is the principal advisor at Quantum Wealth Advisors LLC and has previously held roles at Atlas Financial Advisors, Inc., Pacific Financial Strategies, Inc., and Concourse Financial Group Securities, Inc. In addition to his advisory work, he operates an insurance agency, Atlas Health Insurance Solutions, based in Oroville, CA. Quantum Wealth Advisors provides portfolio management, financial planning, and a subscription-based market-timing newsletter to individual and high-net-worth clients as well as business entities. The firm employs a variety of analytical methods to support a long-term trading strategy and offers multiple fee structures including fixed, hourly, and subscription fees.

Wealth management Life insurance needs analysis College savings (529s, UTMA, etc.) General retirement planning Debt management
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Darin G

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Darin Gilb is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He worked at Edward Jones for 17 years before joining Ameritas in 2022. In addition to his advisory work, he owns Darin Gilb Woodworks, a business producing and selling handcrafted wood products. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Kent T

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Kent Teixeira is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Ameritas Investment Corp and Aviva USA Corp since 2000 and has been with Ameritas Advisory Services since 2021. Outside of his advisory role, he is an inventor of a product for outdoor landscape use and serves as a volunteer board member with NAIFA California. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Michelle Lynn C

Series 66

Oroville, CA

Edward Jones

Michelle Lynn Cagnacci is a financial advisor with Edward Jones in Oroville, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2015, including a prior nine-year tenure before her current role. Outside of finance, she is involved in a family-owned spice and extract manufacturing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm maintains a large network of financial advisors and branch offices, providing both discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrew C

CFP®, Series 63

Oroville, CA

STIFEL

Andrew Christensen is a CFP®-designated financial advisor with Stifel, based in Oroville, CA, and has one year of industry experience. Prior to joining Stifel in 2026, he worked at Lido Advisors, LLC and Pure Financial Advisors, LLC. Outside of his financial advisory role, Christensen works as a chauffeur and resort driver for Fairmont Raffles International Hotel in the greater San Diego area. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Lisa R

Series 66

Oroville, CA

Edward Jones

Lisa Rodriguez is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she serves as trustee for the Rodriguez Family Trust, which manages rental properties in California and Mexico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor network, affiliated capabilities beyond advisory services, and its fiduciary standard in providing advisory services.

Charitable giving tax strategies College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Alexis G

Series 66

Oroville, CA

Edward Jones

Alexis Giordano is a financial advisor with Edward Jones in Oroville, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Alexis worked at Wells Fargo Bank for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as additional affiliated capabilities.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Jarold S

Series 63, Series 66

Oroville, CA

Ameriprise

Jarold Stokes is a financial advisor with Ameriprise in Oroville, CA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked at LPL Financial for 11 years. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Cari S

Series 66

Oroville, CA

Edward Jones

Cari Smith is a Series 66-licensed financial advisor with Edward Jones, based in Oroville, CA, and has two years of industry experience. She has been affiliated with Edward Jones and its related entities since 2014. Outside of her advisory role, she is a member of Kiwanis, participating in community events focused on supporting children, and is involved as an associate in Young Living, sharing essential oils. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David N

Series 66

Oroville, CA

Cetera

David Neilsen II is a financial advisor with Cetera and holds a Series 66 designation. He has 18 years of industry experience and has worked at firms including Raymond James Financial Services and Summit Financial Group. He is also the owner and principal of David Neilsen & Associates Inc., an S-Corp established in 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ryan M

Series 66

Oroville, CA

Ameriprise

Ryan Midkiff is a financial advisor with Ameriprise in Oroville, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at LPL Financial and Raymond James Financial Services. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily serving clients with Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Shannon H

Series 63, Series 65

Oroville, CA

Edward Jones

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.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive Women Professionals
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Vincent K

CFP®, Series 66

Oroville, CA

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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John H

Series 63, Series 66

Gridley, CA

Edward Jones

John Haeberle is a financial advisor with Edward Jones in Gridley, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Edward Jones in 2025, he worked at Tri Counties Bank for 11 years and Wells Fargo Clearing for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large retail advisor and branch network, along with affiliated capabilities such as a trust company and proprietary mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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