Daniel Williams Jr. is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Primerica Advisors since 2017. Outside of his advisory role, he is a partner in a tech company, Hawara, LLC, and owns a personal currency trading business, Green Bow Capital Management, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Paul Pabich is a financial advisor at Primerica Advisors in Beaumont, TX, with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously served in the US Air Force from 2009 to 2020. Outside of his advisory role, he is a part-owner of Pabich Rotating Room, a non-investment related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure.

Andrew Hallo is a financial advisor with Primerica Advisors in Beaumont, TX. He holds Series 63 and Series 65 licenses and has prior experience at Georgia Pacific and the Texas Army National Guard. Hallo has been with Primerica Financial Services and PFS Investments Inc. since 2025 and 2026, respectively. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

Thomas Flocke is a financial advisor with Primerica Advisors in Nederland, TX, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. His other business activities include sales of investment-related products and part-time referrals of home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Michael Overstreet is a financial advisor with Primerica Advisors in Beaumont, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is a partner in Overstreet Ventures, LP and Overstreet Ventures Management, Inc., entities related to Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited range of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating an exclusively percentage-based, tiered wrap fee structure.