Arthur Garcia is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Quantum Wealth Advisors LLC. He previously worked at Atlas Financial Advisors, Inc. for 14 years and is also an insurance agent with Atlas Health Insurance Solutions. Quantum Wealth Advisors provides portfolio management, financial planning, and a subscription market-timing newsletter to individuals, high-net-worth clients, and 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, subscription, and asset-based fees.

Darin Gilb is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for 17 years before joining Ameritas in 2022. Outside of financial services, he owns Darin Gilb Woodworks, a business creating and selling handmade wood products such as cutting boards and tables. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Kent Teixeira is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with various Ameritas entities since 2000 and is an inventor of a product for outdoor landscape use. Additionally, he serves as a volunteer board member with NAIFA - CA. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with at least annual client reviews.

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.

Andrew Christensen is a CFP® with one year of experience currently with Stifel. He previously worked at Lido Advisors, Pure Financial Advisors, and has a background that includes hospitality and education roles. Outside of his financial advisory work, Christensen serves as a chauffeur and resort driver for Fairmont Raffles International Hotel in the San Diego area. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

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.

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.

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.

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.

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.

Tracie Shardez is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she is involved in temporary foster care and operates Shardez Family Farms, which focuses on goat breeding and fiber production. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Joseph Cunha is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Cunha owns and manages a rental property in Gridley, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Sammantha Schut is a financial advisor with Edward Jones in Gridley, CA, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, she worked at Centennial Bank and has diverse experience in education and food service. Outside of advising, she has roles in the restaurant industry as a hostess and server. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions, including managed accounts, mutual funds, and tax-efficient services. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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.

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.

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.

John Haeberle is a financial advisor at Edward Jones in Gridley, CA, holding Series 66 and Series 63 licenses with five years of industry experience. Prior to joining Edward Jones in 2025, he worked at Tri Counties Bank for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.