Joshua Cook is a financial advisor at Cook Financial, LLC in Vernal, Utah, holding Series 63 and Series 65 licenses with 22 years of industry experience. He previously worked at LPL Financial LLC for seven years and has been an independent insurance agent since 2011, offering 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 across client relationships, using a combination of fundamental, technical, and Monte Carlo analysis, and may employ sub-advisors to implement investment strategies and execute trades.

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.

Ryan Snow is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and 15 years of industry experience. He has owned and operated Burdick Paving since 2005. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, technology, and operational services. The firm offers discretionary model portfolios and customized investment solutions while providing back-office and compliance support to affiliated advisors.

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.

Shad Spurgin is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, E*TRADE Securities, and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term orientation.

Jake Packham is a financial advisor with LPL Financial, holding a Series 66 designation and possessing one year of industry experience. His prior roles include positions at Mountain America Credit Union and Simplify Home Loans. Outside of advisory work, he is involved with two business entities, PACKHAM GROUP, LLC and The Social Side Collective, LLC, which are maintained for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, and provides model portfolios and research from multiple sources.

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.