Seasoned financial advisors in Vernal, UT

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.

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.

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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.