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.

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.