Richard Griffin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 delegates trading responsibilities to BNY Mellon Advisors, operating primarily with a tiered wrap-fee structure.

Candy Leonard is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors since 2023 and was previously employed at Choice Recovery Path. Leonard also owns Future Pocket Change LLC, a business formed for Primerica-related purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options primarily to individual and high-net-worth clients in a wrap-fee structure.

Roosevelt Hernton Jr. is a financial advisor at Primerica Advisors with 33 years of industry experience. He has been with Primerica Advisors since 1992 and has worked at Primerica Financial Services since 1989. In addition to his advisory role, he receives non-investment related compensation through referrals for home security and automation products and loan services affiliated with Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for trading and emphasizes a tiered wrap-fee structure rather than fixed fees.

Trenten Leonard is a financial advisor with Primerica Advisors based in Albuquerque, NM. He holds the Series 63 and Series 65 designations and has experience from roles at several companies including Amazon and Corrales Electric Inc. Leonard has been with Primerica Financial Services since 2021 and with PFS Investments Inc. since 2026. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates on a large scale with thousands of advisors and offices, relying primarily on model-driven strategies managed by unaffiliated asset managers.

Mary Fowler is a financial advisor with Primerica Advisors in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior work includes roles at East Mountain Physical Therapy, Fresquez Companies, and Wharff Lackey Accounting. In addition to her advisory role, she has been involved with Spring Creek Designs since 2010. Primerica Advisors is a large-scale institution serving primarily individual investors along with corporate and charitable clients through a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers.