Jonathan Rogers Peckham is a financial advisor with Primerica Advisors in Castle Rock, CO, holding a Series 65 designation and two years of industry experience. He has been with Primerica Advisors since 2023 and is also the owner of nSuite Consulting, a non-investment-related business. Peckham’s background includes roles at Primerica Financial Services and Genuine Parts Company. 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 utilizes a tiered wrap fee structure for its services.

Amy Stevenson is a financial advisor with Primerica Advisors in Castle Rock, Colorado, holding Series 63 and Series 65 licenses and nine years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services since 2017, as well as earlier employment at TJ Maxx and Domino's. She is also involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based investment strategies managed by unaffiliated asset managers.

Jonathan Osowski is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has concurrent roles at Avis Budget Group, PFS Investments Inc., Primerica Financial Services, and Complete Fire Protection. Outside of his advisory work, he is a licensed building instructor, dedicating time monthly to this activity. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and focuses primarily on individual investors rather than institutional portfolios.