Steven Williams is a financial advisor with Primerica Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he owns and operates a hunting guide service in Winnsboro, Louisiana, and is part owner of a food service trailer business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap fee structure rather than fixed fees.

David Perkins is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Winnsboro, LA. His other business activities include ownership of commercial and retail businesses in Louisiana, though he has no active responsibilities in these ventures. 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 and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.