Stephanie Herrera is a financial advisor with Primerica Advisors in Conroe, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory work, Herrera owns Ash Services, a non-investment-related business in Conroe. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm offers model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Joyla Gregory is a financial advisor with Primerica Advisors in Conroe, TX, holding Series 65 and Series 63 licenses and with 26 years of industry experience. She has worked at Primerica Financial Services and Primerica Advisors since 2000, and previously at ADIA and Educational Testing Services. Outside of her advisory role, she is a member and owner of Glover-Gregory in Columbia, SC. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based advisory services supported by third-party managers and custodians.