Anna Simbeck is a financial advisor at Primerica Advisors with one year of industry experience. She holds Series 65 and Series 63 licenses and has worked in various roles, including at Kustom Signals, Inc., MPH Industries, VALIC Financial Advisors, Inc., and Agia. Outside of advisory work, she is appointed as an agent to sell non-securities insurance products for Agia. Primerica Advisors manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm primarily delivers advisory services through model-based strategies created by unaffiliated asset managers and supports trade execution and custody with BNY Mellon Advisors and Pershing.

Jodie Orel is a financial advisor with Primerica Advisors in Blue Springs, MO, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1996. Orel is co-founder of the Orel Expressions of Love Foundation, a nonprofit organization, and serves as chapter president of the Center Sphere networking group in Kansas City. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.