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.

Autumn Keller is a financial advisor with Thrivent Investment Management in Helena, MT. She holds the Series 66 designation and has 13 years of industry experience, including 11 years at THRIVENT Financial. Outside of her advisory role, Keller serves as a board member for Promise 686 Montana, a ministry focused on supporting children and families through church-based initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial topics without discretionary trading authority. The firm integrates planning with managed-account solutions under a consolidated billing option called “WealthPlan.”

Thomas Kerr is a financial advisor with Edward Jones in Helena, MT, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Brent Conklin is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2006. Outside of his advisory role, he is a partner in entities managing raw land intended for future branch office development. 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 under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stacey Otterstrom is a financial advisor with LPL Financial in Helena, MT, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2024, she worked at Securities America, Inc. from 2022 to 2023 and has been involved with PLUCK! Coaching since 2017. She is also a co-owner of The Virago Collaborative, LLP, a business networking partnership. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and financial planning services, including retirement plan consulting and model portfolio management, supported by research from LPL Research and third-party subadvisors.

Robert Haseman is a financial advisor with Edward Jones in Helena, MT, holding CFP®, ChFC®, and Series 66 designations and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is the sole owner of a rental property business in Helena. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, tax-efficient services, and affiliated investment products, supported by a national network of over 23,000 financial advisors.

Evad Vanspoore is a financial advisor with LPL Financial in Helena, MT, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He previously worked at Cetera and First Interstate Bank, where he continues to serve as a Relationship Manager. Outside of his advisory role, Vanspoore is involved as a competition judge for the International Free Skiing Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kevin Dunn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2020 and previously spent over a decade with Securities America Advisors, Inc. and Securities America, Inc. Dunn also serves as a board member for Intrepid Credit Union, a nonprofit organization in Helena, MT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

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.

Jamey Watson is a financial advisor at LPL Enterprise with six years of industry experience and holds the Series 66 designation. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, Farmers Insurance, and Edward Jones. Outside of finance, he has over two decades of involvement with Watson Motor Co. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products across an integrated platform.

Gary Cockerill is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Steven Miles is a financial advisor with LPL Financial in Helena, MT, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior work includes a decade at Cetera Advisor Networks LLC and roles with Cetera and The Investment Group LLC. Outside of advising, he has a long-term involvement as a sales representative for the Montana Boat Show. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Maria Krpan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Woodbury Financial Services, Robinhood Financial, D.A. Davidson & Co., and the State of Montana. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

John Ryan is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Helena, MT, and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved in racehorse training and boarding, co-owning Old Spot Racing and Hummingbird Ranch, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sean Pahut is a financial advisor with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc., holding Series 63 and Series 66 licenses with 28 years of industry experience. He previously worked at Montana Wealth Management, LPL Financial, LLC, and Wells Fargo Clearing. He serves on the nonprofit board of Great Falls Central Catholic High School and operates a tax preparation and accounting business through Rams Investments, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports a broad network of advisors with specialized municipal and retirement plan advisory services.

Spencer Field is a financial advisor with Cetera, holding a Series 66 license and beginning his advisory career in 2026. His professional background includes positions at Liberty Energy and NorthWestern Energy, as well as a long tenure with The MSU Exponent. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to various investment strategies and products.

Angela Messer is a financial advisor with Edward Jones in Helena, MT, holding a Series 66 designation and one year of industry experience. She previously worked at Anderson ZurMuehlen from 2015 to 2017 and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christian Heisel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and GWFS Equities, Inc. He is currently based in Helena, Montana. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm utilizes an integrated platform that combines adviser programs with financial product sales and provides access to model portfolios, third-party asset management, and insurance products.

Jock Bovington is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. Prior to joining LPL Financial, he worked at Cetera and has been involved with The Investment Group LLC and The January Corporation. Outside of advisory services, he is associated with business entities for tax and investment purposes unrelated to his financial advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.