Julia Asay is a financial advisor with Edward Jones in Kalispell, MT, holding a Series 66 designation and one year of industry experience. She has previously worked at U.S. Bank and has been involved with the Red Ants Pants Foundation for ten years. Outside of finance, she has experience related to yoga and local food enterprises. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Chance Barrett is a ChFC® credentialed financial advisor with nine years of industry experience. He is currently with Edward Jones in Kalispell, MT, where he has worked since 2020, having also been with the firm from 2013 to 2017. Barrett previously worked at Rocky Mountain Bank from 2017 to 2020. He serves as a board member of the Community Action Partnership of Northwest Montana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Jason Upton is a financial advisor with Edward Jones in Kalispell, MT, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent, NorthWest Gutter Guards, and Stockman Bank, as well as academic involvement with the University of Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services and investment options supported by a network of over 23,000 advisors nationwide.

Kevin Bostock is a financial advisor with Edward Jones in Kalispell, Montana, holding a Series 66 credential and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he is an owner of Legend Soccer Company in Whitefish, Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Andrew Kirk is a financial advisor at Edward Jones in Kalispell, Montana, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Kirk serves as a trustee and treasurer for Immanual Lutheran Communities, an independent living community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.