Joseph Smith is a financial advisor with Wells Fargo Advisors in Baton Rouge, LA, holding a Series 63 designation and 28 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He owns and operates ProView Wealth Management, an investment-related business in Baton Rouge. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and financial planning services that cover a broad range of client needs including retirement, education, risk management, and specialized planning such as business-owner transition and special-needs analysis.

Debbie Lumpkin is a CFP® professional with 38 years of industry experience, currently serving at Wells Fargo Advisors since 2009. She is based in Baton Rouge, LA, and holds Series 63 and Series 65 licenses. Outside her advisory role, she owns and operates The Lumpkin Group LLC and serves as trustee for The Lumpkin Group 401K. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools.