Michael Barton is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

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.

Carlos Ramirez is a financial advisor at Merrill in Gilbert, AZ, with four years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Wells Fargo Bank. Ramirez also has experience with the UCLA Fund and UCLA. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Michael Zhu is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 designations and has nine years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent time at The Vanguard Group, Inc. from 2017 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Dawson Alverson is a Series 65-credentialed financial advisor with three years of industry experience. He has worked at LPL Financial since 2024 and previously with Kestra Advisory for one year. In addition to his advisory roles, he has been involved with Qc Accounting LLC since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and advanced technology tools to support advisors.

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.

Michelle Knapp is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Union Bank and Guild Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erica Delgado is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She previously worked at Edward Jones for six years and JPMorgan Chase Bank NA for seven years. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset criteria, providing comprehensive reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate personalized recommendations, primarily for clients with Ameriprise-managed accounts.

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.

Gabriele Geesling is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She previously worked within various Wells Fargo entities since 2009. Geesling is a 50% owner of Geesling Financial Group LLC, where she dedicates significant time alongside her advisory role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth criteria, utilizing Wells Fargo research and planning tools to deliver customized recommendations.

Peter Lakon is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Uber Eats, DoorDash, and the United States Senate. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and investment committee insights.

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.

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.