Joshua Cook is the sole advisor at Cook Financial, LLC, an independent registered investment adviser based in Vernal, Utah. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including prior roles at LPL Financial LLC and Cetera Advisor Networks LLC. In addition to his advisory work, he has operated as an independent insurance agent since 2011, focusing on life insurance, fixed annuities, disability, and Medicare plans. Cook Financial, LLC manages approximately $3.4 million across about 21 client relationships, providing discretionary portfolio management and financial planning services. The firm serves individuals, high-net-worth clients, trusts, estates, and business owners, employing customized investment programs with the use of third-party sub-advisors and a combination of fundamental and technical analysis.

Tory Anderson is a Series 65 licensed advisor with Trek Financial, based in Pleasant Grove, UT, and has four years of industry experience. He has worked at Koda Resources since 2023 and has been with Trek Financial since 2021. Outside of financial advising, he works approximately 20 hours per week as a mechanic at Koda Resources. Trek Financial serves a diverse client base including individuals, pension and profit-sharing trusts, Taft-Hartley plans, foundations, charitable organizations, and institutional clients. The firm employs a blend of strategic ETF allocations, systematic tactical models, and quantitative methods, offering services such as discretionary asset management, financial planning, direct indexing, and risk management strategies.

Delmer Hyde is a financial advisor at Trek Financial with 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Purshe Kaplan Sterling Investments and World Equity Group. Outside of advisory work, he assists with the manufacture and sale of farm and garden products alongside his family. Trek Financial serves a diverse client base, including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a strategic investment approach combining ETF-based allocations, quantitative models, and tax-aware direct indexing, with access to alternative investment platforms and digital asset custody.

Justin Harris is a financial advisor with Edward Jones in Vernal, Utah, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for 14 years at Mountain America Credit Union. He is also involved as a limited partner in a private credit strategy fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Thomas Jones is a financial advisor with Edward Jones in Vernal, UT, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he is president of JVI Investments LLC and manages several rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

Leslie Meinrod is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Leslie has been with Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Julie Jones is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2012. Outside of her advisory role, she is involved in managing rental properties in Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Jason Woods is a financial advisor at Edward Jones in Vernal, UT, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones for his entire career since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.