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.

Parker Bickle is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His background includes roles at Bank of America and prior work outside finance at In-N-Out Burger and Red Mountain High School. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Mazzanti is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2006. 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 and is notable for its large network of advisors and branch offices, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Gabriele Geesling is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Wells Fargo Clearing and Merrill. Geesling is a 50% owner of Geesling Financial Group LLC, an independent financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering broad financial planning and investment services. The firm utilizes proprietary research and planning tools to deliver tailored recommendations, supporting a variety of complex planning needs alongside brokerage and advisory program options.

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.

Eddy Lee is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill since 2011 and at Bank of America, N.A. since 2012. Outside of his advisory role, Lee works as a part-time consultant and driver for a transportation service in Phoenix. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

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.