David Polk is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Kami Stevenson is a Series 66-licensed financial advisor with Edward Jones in Helena, MT, and has two years of industry experience. Prior to joining Edward Jones, Stevenson worked at Stockman Bank of Montana for 12 years and was involved with Helena Septic, LLC for three years. Outside of financial advising, Stevenson has ownership interests in real estate holdings and manages residential rentals. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jayme Watson is a CFP® and ChFC® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She also has an ongoing involvement with Pilates Plus since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors.

Alexander Beveridge is a financial advisor at Edward Jones in Helena, MT, holding the CFP®, ChFC®, and Series 66 designations with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Costco and the University of Montana. Beveridge serves in the Montana National Guard as a Force Support Officer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its large network of advisors and branch offices, as well as affiliated capabilities beyond traditional advisory services.

Melissa Johnson is a financial advisor at Edward Jones in Helena, MT, with six years of industry experience. She holds a Series 66 designation and has prior work history including roles at the Montana Veterans Administration and the Department of Veteran Affairs. Before entering advisory, she was involved with Helena Endodontics and Eagle Electric, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Lisa Krei is a financial advisor with Edward Jones in Helena, MT, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked in credit unions and community banking from 2017 to 2024. Outside of financial advising, she operates a drywall and painting business and is a commissioned notary for the State of Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.