Top financial advisors working with executives in Red Bluff, CA

Eric Frey is a financial advisor with Raymond James Financial, holding a Series 63 designation and 35 years of industry experience. He has been with Raymond James Financial since 2009 and has been involved with the Kelly Griggs Museum since 2006. In addition to his advisory role, he works as a health insurance agent. 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 entities. The firm offers tailored, non-discretionary planning using analytical tools to support client goals, and maintains a unique affiliation with a municipal advisor to support its public finance work.

Matthew Etzler is a CFP® certificant and Series 63 license holder with 23 years of industry experience. He has been the sole advisor at Etzler Financial Advisors, LLC since 2005. Etzler Financial Advisors serves individuals, families, trusts, and employer plan sponsors, including nonprofit organizations, offering comprehensive and a la carte financial planning, retirement and tax advice, insurance and estate-conservation guidance, and employer retirement plan consulting. The firm operates as a fee-only practice emphasizing a globally diversified, long-term buy-and-hold investment approach, with a notable focus on retirement plan fiduciary services and non-discretionary asset management.

Stephen Cheffet is a financial advisor at Edward Jones in Red Bluff, California, with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to his current role, he worked for AstraZeneca, LP from 2004 to 2017. 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 strategies and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Mikael Ago is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. He has been with J.P. Morgan Securities and JPMC Bank NA since 2021. Prior to his current roles, he worked at Victra Verizon and Wal-Mart. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Daniel Polster is a financial advisor with Osaic Wealth, Inc. based in Red Bluff, CA, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, Wedbush Securities, and Edward Jones. Outside of his advisory work, he is an enrolled agent with ownership interest in Lassen Tax Professionals, Inc., providing tax preparation and representation services. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset allocation tools and risk-tolerance assessments to manage portfolios across various asset classes on a discretionary or non-discretionary basis.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.