Alex Buell is a CFP® professional with 10 years of experience in the financial services industry, all of which have been spent with Edward Jones. He is based in Bozeman, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Ben York is a financial advisor with Edward Jones in Bozeman, MT, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Montana State University, XY Investment Solutions, and United Parcel Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated financial services beyond advisory offerings.