Edwin Horn III is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including MedImpact, TruVeris, Express Scripts, and National Planning Corporation. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers 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 uses a tiered wrap fee structure rather than fixed fees.

David Welland is a CFP® with 39 years of experience in the financial services industry, currently affiliated with Primerica Advisors. His career includes roles at Weichert Referral Associates and PFS Investments Inc. He is also the owner of CMH Management/Holdings, LLC. Primerica Advisors 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 offers model-driven investment strategies supported by third-party asset managers and custody services.

Jonathan Randolph is a financial advisor with Primerica Advisors in Ellisville, MO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Severin Investments LLC. Outside of finance, he operates a small business called Small Jobs by Jon. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure.

Craig Heisserer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Advisors since 2024 and previously held roles at Intuit, Inc. and several accounting firms. His other business activities include sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.