John Weddle is a financial advisor with Primerica Advisors in Anchorage, AK, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of his advisory role, he has part-time involvement in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its offerings.

Charles Stephens is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has been with Primerica Advisors since 2010 and has additional experience at Primerica Financial Services dating back to 2009. Outside of advisory roles, he engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program focused primarily on individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services largely through model-based strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management.

Newell Helle is a financial advisor with Primerica Advisors in Anchorage, AK, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. Prior to his advisory role, he worked for the Mat-Su Borough School District for 18 years. Outside of finance, he is involved in music as a part-time musician and performer. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.