Travis Off is a financial advisor at Trek Financial in Tacoma, WA, with 16 years of industry experience. He previously worked at COUNTRY FINANCIAL for 12 years before joining Trek Financial in 2022. Off holds Series 63 and Series 65 licenses. 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 combines strategic and tactical approaches using various quantitative and fundamental models, and it offers a broad range of investment strategies including alternative investments, direct indexing, and options-based overlays.

Jace Beck is a financial advisor with Trek Financial in San Clemente, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at AXA Advisors, LLC for 17 years before joining Trek Financial in 2020. Outside of advising, Beck is involved in fixed insurance businesses and serves as a health insurance agent. 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, integrating advanced portfolio construction techniques and AI tools while providing access to a broad range of model and alternative investment strategies.

Eric Burstock is a financial advisor at Trek Financial with over 20 years of industry experience. He holds the PFS™ credential and securities licenses Series 63 and Series 65. Prior to joining Trek Financial in 2018, he worked at Horter Investment Management and has run his own CPA practice since 1997. Outside of advisory work, Burstock is involved in insurance and annuity sales, operates a tax preparation business, and owns an invention company. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing asset management, financial planning, and fiduciary services. The firm uses a blend of strategic and tactical portfolio approaches, including AI tools, direct indexing, and a broad range of systematic and alternative strategies.

Peter Cymbalak is a financial advisor with Trek Financial in Middleton, WI, holding a Series 65 designation and 12 years of industry experience. He has worked at Trek Financial since 2020 and previously held roles with Empowered Financial Investments, BCJ Capital Management, and Horter Investment Management. Cymbalak is also the owner of Empowered Financial Management, LLC, an insurance business based in Middleton. 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 investment approaches with a range of systematic strategies, alternative investment platforms, and advanced portfolio management techniques, including the use of artificial intelligence under human oversight.

Gavin Schmitt is a financial advisor at Trek Financial in San Diego, CA, holding a Series 65 designation with four years of industry experience. He has been with Trek Financial since 2015. 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 investment approaches, utilizing a range of quantitative and fundamental models along with artificial intelligence tools under governance and human review.

Stephen Captain is a CFP® with 39 years of experience in the financial industry. He is currently with Trek Financial, where he has worked since 1996, including a brief interval at World Equity Group, Inc. He manages an expense management business serving Bauer, Captain and Johnson. 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 investment approaches, incorporating AI tools, direct indexing with tax-loss harvesting, and a range of systematic and alternative investment strategies.

Darcel Stucki is a financial advisor at Trek Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at Trek Financial since 2017, previously at World Equity Group from 2015 to 2017. Outside of advisory work, he owns Stucki and Associates Insurance Services, offering group insurance including health and dental. 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 and non-fiduciary services. The firm utilizes a mix of strategic and tactical portfolio approaches, incorporating evidence-based models, fundamental and technical analysis, and AI tools under human review.

Miguel Villahermosa is a financial advisor at Trek Financial with four years of industry experience and holds a Series 65 credential. His prior roles include positions at Bulwark Capital Management, Patriot Roofing, and Redeem Church. Outside of finance, he has worked as a professional singer since 1999. 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 investment approaches, including the use of AI tools, and provides a wide range of model and alternative strategies along with direct indexing and tax-loss harvesting.

Kristen Cline is a CFP® with five years of industry experience, currently serving as a financial advisor at Trek Financial. She has been with Trek Financial since 2016 and previously worked at Boise State University. She holds life and health insurance licenses. 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 combination of strategic and tactical investment approaches, integrating artificial intelligence tools and a wide range of model and alternative strategies.

Denis Wheatley is a financial advisor at Trek Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2016, following prior roles at World Equity Group and Innovative Retirement Advisors, LLC. He is also an agent for Innovative Retirement & Insurance Services, Inc., where he offers various insurance products including life, disability, and long-term care insurance. 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 blend of strategic and tactical investment approaches, incorporating artificial intelligence tools and a diverse range of systematic strategies and alternative investment options.

Jared Williams is a CFP® with 21 years of industry experience. He is currently with Trek Financial, where he has worked since 2022. His prior experience includes roles at Heritage Wealth Management, Levin Funding Group, Paradigm Stratagem, and Bauer Captain & Johnson. Williams is also a licensed insurance agent, involved in the sale of 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 services. The firm employs a blend of strategic and tactical portfolio construction techniques, incorporating AI tools under governance and human review, and provides a wide range of model and alternative investment strategies.

Martin Muse is a financial advisor at Trek Financial with six years of industry experience. He has worked at Trek Financial since 2018 and previously operated Mmuse Painting for two years. Outside of his advisory role, he is the owner of M. Muse Consulting, LLC, established for compensation purposes, and has worked as an insurance agent since 2019. 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 and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio strategies, incorporating rules-based, evidence-based, fundamental, and technical analyses, and uses artificial intelligence tools under governance and review.

Bradley Graham is a Series 65 licensed advisor with Trek Financial in Heber City, UT, and has three years of industry experience. He is also the owner and CPA of Graham Accounting and Tax, DBA Utah Small Business Solutions, where he has worked for over a decade. In addition to his financial and accounting work, he owns a private publishing company and is a partner in a wedding event rentals 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 services. The firm employs a mix of strategic and tactical portfolio approaches, incorporating AI tools under human oversight and providing a broad range of model and alternative investment options.

Delmer Hyde is a financial advisor at Trek Financial with 44 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. He previously worked at Purshe Kaplan Sterling Investments and World Equity Group before joining Trek Financial. Outside of advising, he assists with the manufacture and sale of farm and garden products through a family business. Trek Financial serves individual, high-net-worth clients, and institutional retirement plans by providing discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical portfolio construction using rule-based, evidence-based, and AI-assisted models, offering a wide range of systematic strategies, alternative investments, and specialized hedging techniques.

Caleb Cymbalak is a financial advisor at Trek Financial with a Series 65 designation and five years of industry experience. He has worked at Trek Financial since 2021 and is also involved with Empowered Financial Management, where he holds a paraplanner and Medicare representative role. Prior to his financial career, Caleb held various roles including positions in public safety, carpentry, and pet care. 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 investment approaches, utilizes artificial-intelligence tools under governance, and offers a broad range of portfolio models and alternative investment options.

Mark Whittaker is a financial advisor at Trek Financial with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Whittaker has worked at several firms, including Eide Bailly LLP, where he remains a partner in tax preparation and accounting 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 fiduciary services. The firm employs a blend of strategic and tactical investment approaches, integrating AI tools and a wide range of model and alternative strategies.

Simon Wheatley is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Trek Financial since 2016. Prior to that, he worked at Innovative Retirement Advisors, Inc. and World Equity Group, Inc. He is also involved in insurance sales through Innovative Retirement and Insurance Services, Inc. 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 portfolio construction methods, including rules-based and evidence-based models, and provides access to alternative investment platforms and a variety of systematic and hedging strategies.

Deborah Detray is a financial advisor at Trek Financial with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Trek Financial since 2019. Outside of advising, she manages accounting duties at DeTray Chiropractic Center and serves as treasurer for First Church of God. 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 with advanced models and AI tools, providing a broad range of systematic strategies, alternative investments, and customized hedging solutions.

Brandon Soares is a financial advisor with Trek Financial in Scottsdale, AZ, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Bulwark Capital, Agent Legend, Zillow Group, and Kent Youth and Family Services. He holds a life and health insurance license. Trek Financial serves individual, high-net-worth clients, and 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 evidence-based models and artificial intelligence tools, and provides a range of alternative investment options and hedging strategies.

Chad Johnson is a financial advisor at Trek Financial with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Clear Creek Financial Management, First Assembly of God Life Center, and Edward Jones. Trek Financial serves individual, high-net-worth clients, and institutional retirement plans by offering discretionary and non-discretionary asset management, financial planning, and retirement-plan services. The firm employs a combination of strategic and tactical approaches, integrating AI tools and a diverse range of model and alternative investment strategies.