Matthew Oliver is a financial advisor with Primerica Advisors in Woodstock, GA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2007. Outside of advisory work, he owns Apex AF LLC, a tax preparation and bookkeeping business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Robert Henriques IV is a financial advisor with Primerica Advisors in Ball Ground, GA, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Primerica Advisors since 1997 and with Primerica Financial Services since 1996. Outside of advising, he is the owner of R&M Henriques Enterprises LLC, an entity established for Primerica business purposes. Primerica Advisors provides 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 account options. The firm uses third-party asset managers and offers a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Pat Holcombe is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2017, having worked with Primerica Financial Services since 2009. Outside of advisory services, he is involved in sales of loan products and referrals for home security and automation services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure while maintaining oversight of its investment models.

Kenyetta Stewart is a financial advisor with Primerica Advisors in Canton, GA, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at PFS Investment Inc., Atlanta VA Healthcare System, Piedmont Hospital, Primerica Financial Services, and WellStar Cobb Hospital. She is involved in sales of investment-related products and also receives compensation for referring home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.