Joseph Evans is a CFP® and holds a Series 66 license, serving as a financial advisor at Edward Jones in Winnfield, LA with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is the pastor at Pleasant Hill Baptist Church, where he delivers sermons, provides grief counseling, and conducts hospital visits. He also serves as a board member for the Industrial Development Board of the Parish of Winn, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Steven Bates is a financial advisor with Osaic Wealth, Inc., holding the PFS™ designation and Series 63 license, and has 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advisory work, he is involved in managing a beef cattle ranch and serves on the board of a local soil and water conservation district. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and multiple platforms. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party solutions to manage a variety of investment products under discretionary and non-discretionary arrangements.