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. He is also involved with Cedar Creek Financial Group, where he provides life and health insurance sales along with financial planning and investment advisory services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm utilizes firm-provided tools and third-party platforms to construct portfolios across various asset classes.

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 financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked in various roles including positions at Phoenix College, Trident Group, and Corporate Data Solutions, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

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, AZ, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial, formerly LINSCO Private Ledger, since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Ian Krekelberg is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of experience in the financial advisory industry. He currently operates as the sole advisor at Pure Financial LLC in Mesa, AZ. His prior roles include positions at Sterling Advisor Group and Financial Engines Advisors L.L.C. Pure Financial LLC is an independent firm serving individual clients with personalized financial planning and investment management.

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.