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.