James Stephenson is a financial advisor with Primerica Advisors in Windsor, VA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1987 and has prior experience with J Russell Stephens and IOWSO. Outside of his advisory role, he is a co-owner of MH Holland Farm in Windsor, VA. Primerica Advisors offers 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 employs a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Hunter Haywood is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved with Ducks Unlimited, assisting in organizing their annual fundraising event. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning and retirement-plan support, leveraging a hybrid model that incorporates third-party asset managers and offers both advisory and brokerage channels to implement client recommendations.