Top business ownership considerations financial advisors in Chico, CA

Randall Korte is a financial advisor at Edward Jones in Chico, CA, holding a Series 66 designation with eight years of industry experience. He has worked at Edward Jones since 2018 and previously at Horizon Seating from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with offerings that include discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Elijah Hostettler is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and various companies outside of finance. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Mehan is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Cetera Advisor Networks for five years before joining LPL Financial in 2018. Mehan operates Mehan Wealth Management, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeffrey Mccready is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 1998. In addition to his advisory role, he is an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party managers.

Miste Cliadakis is a financial advisor with Altum Wealth Advisors in Chico, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Altum Wealth Advisors in 2019, Cliadakis worked at Purshe Kaplan Sterling Investments and First Allied Advisory Services. Outside of financial advising, Cliadakis volunteers as an instructor with the Osher Lifelong Learning Institute at CSU Chico and founded the North Valley Women’s Network. Altum Wealth Advisors provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and businesses, utilizing a tailored fiduciary approach that incorporates fundamental analysis, modern portfolio theory, and multiple asset allocation techniques. The firm manages portfolios including stocks, bonds, ETFs, options, and other securities, and offers financial planning and retirement plan consulting.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and 65 licenses and bringing 23 years of industry experience. His career includes 14 years at Sagepoint Financial INC and ongoing ownership of Erkki M. Peippo, CPA, P.C., where he provides tax and accounting services. Outside of his advisory role, he manages a family farm and works as an insurance agent. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm employs model-based and third-party strategies, managing asset allocation and discretionary trading to tailor portfolios according to client objectives and risk tolerances.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.