Seasoned financial advisors in Red Bluff, CA

Eric Frey is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial since 2009. Outside of his advisory role, he serves as a health insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to address client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

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 with J.P. Morgan Securities in Redding, CA, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with J.P. Morgan Securities and JPMC Bank NA since 2021. Prior to his financial services career, he worked at Victra Verizon and Wal-Mart. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Daniel Polster is a financial advisor with Osaic Wealth, Inc. based in Red Bluff, CA. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and Questar Capital Corporation. Outside of advising, Mr. Polster holds an ownership interest in Lassen Tax Professionals, Inc., where he provides tax preparation and representation services as an enrolled agent. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services along with financial planning and access to third-party money managers. The firm utilizes a variety of asset-allocation and risk assessment tools to manage portfolios that include equities, fixed income, and alternative investments.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.