Charlene Hall is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1990. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with a wrap-fee structure and a focus on curated investment models.

Bret Cozewith is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2007. Outside of his advisory role, he owns the Bret Cozewith Group, which supports his Primerica business. Primerica Advisors sponsors 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 delivers advisory services through a network of over 3,600 advisors and utilizes model-based investment strategies managed by unaffiliated asset managers.

Wesley Winrow is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been associated with Primerica Advisors since 2017 in various roles and is also involved with Tech USA LLC. Outside of advisory work, he engages in the sale of loan products and home security and automation product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies created by unaffiliated asset managers and supports trade execution through established custodians, focusing primarily on individual investors rather than institutional or pension clients.