Gregory Budge is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

David Murset is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs and investment options under a fiduciary standard.

Jairo Giraldo is a CFA® charterholder with 18 years of industry experience. He has worked at Edward Jones in various roles since 2004, including at Edward Jones Trust Company from 2018 to 2025. Giraldo is currently based in Mesa, AZ. 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 strategies, separately managed accounts, and affiliated mutual funds.

Susan Gallant is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at VALIC Financial Advisors, Agia, and OSAIC Wealth. In addition to her advisory role, she is involved with Agia as an agent for non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary research and third-party subadvisors across broad market exposures.

Manuel Torrado is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CUSO Financial Services, CUNA Brokerage Services, Wells Fargo, and Bankers Life Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Kira Ross is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and six years of industry experience. She has worked at Edward Jones since 2017 and was previously with Alegis for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Laura Marie Jensen is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 and with Wells Fargo Bank since 2004. Outside of her advisory role, she is involved in direct sales and promotion of Tupperware, beauty products, and cosmetics through several independent consulting and influencer positions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Christina Lipari is a financial advisor with Edward Jones in Apache Junction, AZ, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has previously worked at JPMorgan Securities LLC, PNC Investments LLC, and Empower Advisory Group LLC, among others. Outside of her advisory role, Lipari operates Lipari Coaching LLC, where she provides life and health coaching and hosts a related podcast titled Connecting with Your Inner Hero. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment products. The firm manages over $1 trillion in assets and maintains an extensive nationwide network of financial advisors and branch offices.

Anneliesa Alexander is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mitchal Degandi is a financial advisor at Osaic with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services and MassMutual. Outside of his role at Osaic, Mitchal is involved with Cedar Creek Financial Group, where he provides financial planning, investment advisory services, and life and health insurance sales. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of strategies including discretionary UMA, third-party manager selection, and proprietary investment models.

Travis Carlisle is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation overseen by a dedicated consulting team.

Philip Wolfe is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2026, he held positions at Phoenix College, Trident Group, Corporate Data Solutions, Inc., and Fiserv. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brent Hoskinson is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

Eric Buan is a financial advisor with Raymond James & Associates in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and The Vanguard Group, Inc. Outside of finance, he occasionally streams and blogs about video games on Twitch. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services with a range of portfolio management styles and research support.

Richard Distefano is a financial advisor with LPL Financial in Mesa, Arizona, holding a Series 63 designation and having 40 years of industry experience. He has been with LPL Financial (formerly LINSCO Private Ledger) since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of offerings including financial planning, model portfolio programs, and institutional platforms, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Ian Krekelberg is a CFP® certificant with 15 years of experience in financial advising. He is currently with Pure Financial LLC, an independent firm based in Mesa, AZ. His prior roles include positions at Sterling Advisor Group and Financial Engines Advisors L.L.C. Pure Financial LLC is a single-advisor independent firm.

Anthony Kamson is the sole advisor at Kamson Financial and holds Series 63 and 65 licenses with 18 years of industry experience. He founded Kamson Financial Solutions International, LLC in 2009 and has prior roles involving insurance and corporate loan intermediation. Kamson Financial Solutions International, LLC is a state-registered investment manager that primarily serves pooled vehicles and institutional-type mandates rather than retail clients. The firm offers a unique combination of custody-related functions, insurance capabilities, commissionable securities, and educational services, operating as a small, self-supervised practice.

Derek Hargrove is a financial advisor at Sevensuede Investment Advisor in Gilbert, AZ, with a Series 65 credential and one year of industry experience. Prior to joining Sevensuede, he has been involved with Sun American Mortgage since 2012. Sevensuede Investment Advisor serves both individual and institutional clients, employing a Manager of Managers approach by developing investment guidelines, selecting third-party asset managers, and monitoring their performance rather than providing direct portfolio management.

Trennon Udall is a Series 65-licensed advisor at Sevensuede Investment Advisor with three years of industry experience. He has worked at DMT Logistics since 2015. Sevensuede Investment Advisor serves a range of clients including individuals, pension plans, charities, and small businesses, utilizing a Manager of Managers approach by selecting and overseeing third-party asset managers rather than managing individual accounts directly.

Katelyn Sirrine is a financial advisor at Sevensuede Investment Advisor in Gilbert, AZ, holding a Series 65 license with seven years of industry experience. She has worked at Sevensuede Investments since 2018 and previously spent four years at Morris-Crowe Court Reporting, LLC. In addition to her advisory role, she is an active producer of life insurance and annuity products through Sevensuede Investments, LLC. Sevensuede Investment Advisor serves individual and institutional clients, including pension plans, charities, and small businesses, using a Manager of Managers approach. The firm develops investment guidelines, selects and monitors third-party asset managers, and conducts regular account reviews while retaining discretion over manager selection.