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Dave Andersen, ChFC

West Haven, UT

Tory Anderson

Vernal, UT

Jace Beck

San Clemente, CA

Clinton Brown, CFP®

San Clemente / Redlands, CA

David Carroll

Scottsdale / Mesa, AZ

Pete Cymbalak

Madison, WI

Midori Desnoyer

Albuquerque, NM

Deborah DeTray

Defiance, OH

Josh Hardman, CFP®

Park City, UT

Tyler Heymann

Scottsdale / Phoenix, AZ

Delmer Hyde

Vernal, UT

Brandon Johns

Boise, ID

Jared Johnsen

Salt Lake City, UT

Mark Johnson, RHU

Boise, ID

Corey Kempe

Defiance, OH

Rick Kinney

Irmo

Keiko Lambert

Albuquerque, NM

Dino LoPresti

Medina / Dublin, OH

Mark Manning, CFP®

Sandy, UT

Jamey McClenny

Tallahassee, FL

Gavin Schmitt, MsF

Carlsbad / San Diego, CA

Lahn Simmons, CRPC®

Salt Lake City / Midvale, UT

Deborah Sopher

Bellaire, TX

Mike Trent

Greenville, SC

John Walker, AIF®

Littleton, CO

Denis Wheatley, RFC®

Santa Rose, CA

Simon Wheatley, CFP®

Santa Rosa, CA

Mark Whittaker, CPA

Spanish Fork, UT

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Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein. Trek 26-64 Exp. 2028

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