Rachel Nelson is a financial advisor with Primerica Advisors in Eau Claire, WI. She holds Series 63 and Series 65 licenses and has been with Primerica since 2025. Outside of her advisory role, she operates Momma Nelson Gifts, a business specializing in crochet gift and pattern sales. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure for its services.

Joshua Opelt is a financial advisor with Primerica Advisors in Osseo, WI, holding Series 63 and Series 65 designations and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of advisory work, he 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, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers for portfolio implementation.

Bradley Stokke is a financial advisor with Primerica Advisors in Eau Claire, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies and owns Stokke Enterprises, LLC, 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 accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment offerings.

Tyler Mueller is a financial advisor with Primerica Advisors in Eau Claire, WI, holding Series 63 and Series 65 licenses and six years of industry experience. He has been involved with Primerica Financial Services since 2019 and PFS Investments Inc. since 2020. Outside of his advisory role, he has been active with USA Hockey and the Wisconsin Interscholastic Athletic Association since 2021. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers discretionary portfolio management through a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers.