Joseph Steadman is a financial advisor with Lifestyle Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Herrington Financial Services, Woodbury Financial Services, and First Command Financial Planning. Outside of advising, he is a professional speaker who presents on board games, game design, and strategy at conventions and cruises, and he has served as a deputy sheriff in Columbia County, Georgia. Lifestyle Financial Services is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm emphasizes personalized investment policies and asset allocation based on Modern Portfolio Theory, combining passive and active strategies alongside fundamental, technical, and cyclical analysis.

Gerald House is an investment adviser representative with Lifestyle Financial Services, LLC in Martinez, GA, holding a Series 66 designation and having 10 years of industry experience. He has worked at various firms including Core Investment Management Group, LLC, where he also serves as a real estate broker and manager. Gerald provides advisory services to clients of Lifestyle Financial Services while maintaining his real estate role. Lifestyle Financial Services, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm utilizes a blend of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering both passive and active strategies with customized asset allocation and options for socially or biblically responsible investing.