Joseph Knox is a financial advisor at Evident Financial with one year of industry experience. He holds a Series 65 credential and has prior work experience with NWPA Innovation Beehive Network, Gannon University, Gold Coast City Council, and The Southport School. Evident Financial is a small advisory firm managing approximately $150 million in discretionary assets for about 79 clients. The firm serves individuals, trusts, estates, charitable organizations, foundations, retirement plans, and other business entities, employing a blend of passive and active strategies grounded in Modern Portfolio Theory.

Richard Makowski is a Certified Financial Planner (CFP®) with five years of industry experience, currently serving at Evident Financial. His prior experience includes roles at AllStreet Financial, the Small Business Development Center, and Gannon University. He is a co-founder of Qualstra, LLC, where he conducts research on index strategies. Evident Financial is a boutique advisory firm managing approximately $150 million across a range of clients, including individuals, trusts, and charitable organizations. The firm employs a combination of passive and active investment strategies based on Modern Portfolio Theory and emphasizes cost and tax efficiency.