Nathan Falso is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones in 2025, he held positions at Citizens Securities Inc., Clarfeld, and Wells Fargo Clearing Services LLC. Outside of his advisory role, he owns a rental real estate business in Warwick, RI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, with a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Roy Evans is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.