Jerad Evans is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of financial advisors and branch offices.

Julie Soulek is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mitchell, South Dakota, holding Series 63 and Series 66 licenses and having two years of industry experience. Her prior roles include positions at First Dakota National Bank, MWA Financial Services Inc., Modern Woodmen of America, and a long tenure at St. Joseph's Indian School. Outside of advisory work, she brokers health, dental, and vision insurance coverage. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm focuses on financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations while leaving final decision authority with clients.