Jeanette Bishop is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Primerica Advisors since 1981 and Primerica Financial Services since 1980. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies and owns Samco1, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Jennifer Rebbe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. Her prior experience includes roles at Edward Jones and Nottoway Financial Group. Outside of advising, she is involved in a small agricultural business supporting her son's local farmers market sales. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging firm research and multiple implementation options while maintaining client decision authority.