Stephanie Gardner is a Series 65 and Series 63 licensed financial advisor with eight years of industry experience. She is currently with Primerica Advisors and has a history with Primerica Financial Services since 2004. Gardner also has experience at Providence Group Realty. 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 utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Michael Works is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Primerica since 1998 and also has experience as a job site foreman with RW PRO Construction LLC since 2017. Additionally, he owns Works Financial Services, Inc., an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors alongside corporate and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Richard Waddell is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of his advisory role, he serves as Stewardship Chairman at Woodlands Christian Church in Penca City, OK. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Mitzi Cook is a financial advisor with Primerica Advisors based in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her professional background includes roles with Keller ISD and Azle ISD, alongside long-term affiliations with PFS Investments Inc. and Primerica Financial Services. She is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its investment solutions.