Michael Trent is a financial advisor with Trek Financial in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to joining Trek Financial in 2018, he worked at Horter Investment Management, LLC. Outside of advisory roles, he is co-owner of Beta-Blue Print, a software business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio construction, incorporates AI tools under governance, and provides a wide range of model strategies and alternative investment options.

David Heymann is a financial advisor at Trek Financial in Scottsdale, AZ, with 22 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at multiple firms, including Heritage Wealth Management and Cambridge Investment Research Advisors. Heymann is a managing member of TBH, LLC, and serves on the board of Affisio, LLC, both investment-related activities involving convertible notes in software systems companies. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical portfolio construction techniques, incorporates AI tools under governance policies, and offers a broad range of model and alternative investment strategies.

Lahn Simmons is a financial advisor at Trek Financial with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at World Equity Group and Mass Mutual Investors Services. Simmons is also an independent agent involved in the sale and service of non-registered insurance products. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio construction methods, incorporating AI tools and a broad range of model and alternative investment strategies.

Richard Kinney is a financial advisor at Trek Financial with 15 years of industry experience. He holds a Series 65 designation and has worked at Trek Financial since 2018, following two years at Horter Investment Management. Kinney also operates Kinney Retirement Strategies, LLC as an associate, marketing fixed insurance products. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a mix of rules-based, evidence-based, fundamental, and technical analysis models, integrating artificial intelligence tools and providing access to a broad range of model and alternative investment strategies.

Jordan Floyd is a financial advisor at Trek Financial with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Strategic Advisers, LLC, Fidelity Investments, and Summit Group Wealth Advisors, among others. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a mix of strategic and tactical portfolio construction methods, integrates artificial-intelligence tools under human review, and provides a wide range of model and alternative investment strategies.

David Andersen is a financial advisor at Trek Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Purshe Kaplan Sterling Investments and World Equity Group. Outside of his advisory role, Andersen owns and operates a pecan farm and serves as a board member of the Lake Proctor Water Authority. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial-intelligence tools, multiple systematic strategies, and alternative investment platforms.

Brad Fuller is a financial advisor at Trek Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners. His prior career includes roles in technology and healthcare-related companies. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical approaches using a mix of rules-based, evidence-based, fundamental, and technical analysis, and employs artificial-intelligence tools under human review for research and portfolio management.

Deborah Sopher is a financial advisor at Trek Financial in Bellaire, TX, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2010, with prior roles at World Equity Group and Purshe Kaplan Sterling Investments. Outside her work at Trek, she owns a group employee benefits firm, Strategic Benefits Solutions. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools and a wide range of systematic and alternative strategies in portfolio management.

Kaitlin Desnoyer is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 66 designation with 12 years of industry experience. Her prior roles include positions at Cross State Financial Group, Crown Capital Securities, Bank of America, and Merrill. She also owns Omnivelis Financial, a Scottsdale-based financial advisory firm. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio approaches, incorporating evidence-based models, artificial intelligence tools, and a wide range of model and alternative investment strategies.

Alexandra Abraham is a financial advisor at Trek Financial in Scottsdale, AZ, holding a Series 65 license with four years of industry experience. Her work history includes roles at Agent Legend, Zillow Group, and DripCatch. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial intelligence tools and a wide range of systematic strategies and alternative investment options.

James Mcclenny is a financial advisor with Trek Financial in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Trek Financial since 2018 and previously held roles at Signet Wealth Management, Horter Investment Management, and DeMont Insurance and Financial Services. Outside of investment advisory, Mcclenny is a licensed insurance agent active in life, health, and long-term care insurance sales, serves on the Coca-Cola board of directors, and lectures on financial education for the Council of Financial Educators and the Stavros Center for Economic Education. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools under governance, and provides a wide range of model strategies, alternative-investment access, and customized portfolio overlays.

Zachary Abraham is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Trek Financial since 2022 and previously spent five years at Clear Creek Financial Management and four years at Abraham & Co., Inc. Abraham serves as a director on the board of Tectonic Audio Labs, Inc., a non-investment-related company. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical approaches, including AI tools, direct indexing with tax-loss harvesting, and a wide range of systematic strategies and hedge options.

Dino Lopresti is a Series 65-registered financial advisor with 16 years of industry experience. He has been with Trek Financial since 2018 and previously worked at Horter Investment Management, LLC. Lopresti is also president of LoPresti Financial Group, where he offers fixed index annuities as part of client investment plans. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing asset management, financial planning, and retirement-plan services. The firm employs a mix of strategic and tactical portfolio construction methods, including evidence-based models, technical and fundamental analysis, and uses artificial-intelligence tools under human oversight.

Sara Ferrell is a financial advisor at Trek Financial with 15 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Concurrent Investment Advisors, Raymond James, Wells Fargo, Morgan Stanley, and Invesco. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm combines strategic and tactical portfolio construction with evidence-based models and fundamental analysis, providing a wide range of systematic strategies, alternative investment options, and direct indexing with tax-loss harvesting.

Keiko Lambert is a financial advisor at Trek Financial with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Merrill Lynch and Cross State Financial Group. Since 2022, she has also owned and operated Omnivelis Financial in Albuquerque, providing financial advisory services. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical approaches using a variety of model-driven and fundamental analyses, and it provides access to alternative investment platforms and specialized portfolio management tools.

Craig Poulson is a financial advisor at Trek Financial with five years of industry experience. He holds a Series 65 designation and has worked at Trek Financial since 2022. Prior to that, he worked with Acquire Consult LLC, Acquire Consulting LLC, and Simply Right Inc. Outside of his advisory role, he is the owner of DISRUPTOR LLC, a non-investment-related business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical portfolio approaches, utilizing evidence-based models, artificial intelligence tools, and a broad array of systematic strategies and alternative investments.

Evan Mathew is a financial advisor at Trek Financial with 24 years of industry experience. He holds a Series 66 designation and has been with Trek Financial since 2016. Outside of his advisory role, he serves on the advisory board of the Arthritis Foundation Sacramento Chapter and holds board and administrative positions with the Grace & Glory Foundation and Grace Valley Christian Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing both discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating rules-based, evidence-based, fundamental, and technical analysis, and offers a broad range of model and alternative strategies along with access to alternative investment platforms.

Jessica Lane is a financial advisor at Trek Financial in Tacoma, WA, holding a Series 65 license with two years of industry experience. Prior to joining Trek Financial, she worked at Modus Title and Escrow, Zillow Group, and Healthways. She is also licensed as a Washington life insurance producer. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a combination of strategic and tactical portfolio approaches, integrating evidence-based models, fundamental and technical analysis, and artificial intelligence tools within a comprehensive investment framework.

David Carroll is a financial advisor at Trek Financial with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with several firms, including Trusted Business Advisor Group and UNITED PLANNERS' FINANCIAL SERVICES of AMERICA. Carroll also maintains various insurance appointments for fixed life, health, long-term care, and disability insurance. Trek Financial serves individual, high-net-worth clients, and institutional retirement plans by providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical investment approaches, integrating quantitative models, alternative strategies, and artificial intelligence tools under governance and human oversight.

Collin Walker is a CFP® with six years of industry experience, currently serving as a financial advisor at Trek Financial. His prior experience includes roles at Empower Advisory Group and Personal Capital. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical portfolio approaches, incorporating AI tools under governance and offering a broad range of model and alternative investment strategies.