Joshua Cook is a financial advisor at Cook Financial, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for seven years. In addition to his advisory role, he operates as an independent non-variable insurance agent specializing in life insurance, fixed annuities, disability, and Medicare plans. Cook Financial provides discretionary asset management and goal-based financial planning to individuals, high-net-worth clients, trusts, estates, and business owners. The firm manages approximately $6.3 million and uses fundamental, technical, and Monte Carlo analysis to tailor portfolios to client objectives and risk tolerance.

Logan Jones is an advisor with SimplyRIA Advisor Network in Vernal, UT. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Basin Financial Strategies LLC, State Farm, Intermountain Farmers Association, and Spectrum Industrial Products. SimplyRIA Advisor Network provides advisory services to individuals, trusts and estates, and qualified retirement plans. The firm operates as an RIA-aggregator, where independent practices are supervised under a common compliance framework, offering a mix of active and passive portfolio strategies along with access to alternative investments and advisory insurance products.

Tory Anderson is a Series 65 licensed financial advisor at Trek Financial with five years of industry experience. His prior roles include positions at Koda Resources and QEP Resources, where he worked from 2013 to 2021. Outside of advisory work, Anderson spends time as a mechanic and 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 services. The firm employs a mix of strategic and tactical portfolio approaches, incorporating AI tools and a wide range of systematic strategies 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.

Justin Harris is a financial advisor with Edward Jones in Vernal, Utah, holding a Series 66 designation and three years of industry experience. He previously worked for Mountain America Credit Union for 14 years. Outside of advisory work, he owns a residential rental property and holds a limited partner position in a private credit fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates a large national network of advisors and branch offices and provides overlay and tax-efficient services under a fiduciary standard.

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.