Jeffery Bradley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. His work history includes roles at PFS Investments Inc. and Pohlman, Inc., spanning over a decade. He is involved in the sale of investment-related products and also receives compensation for referrals related to home security, automation products, and loan services. 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 entities. The firm relies on model-delivery strategies managed by unaffiliated asset managers and supports accounts through custodial and trade execution services provided by Pershing and BNY Mellon Advisors.

Patrick Weale is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc. and Dayton Freight Lines Inc., alongside a long tenure at Primerica Financial Services since 2004. Primerica Advisors sponsors a wrap-fee asset management program serving primarily 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 managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

James Wagstaff Jr. is a financial advisor with Primerica Advisors in Fenton, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002 and is also involved with Sunset Auto Group. In addition to his advisory role, he receives compensation for referrals related to home security, automation products, and loan 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 employs a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Travis Mayer is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Mayer has also been involved in several business activities such as Blue World Pools Inc and TSWT Acquisition Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,948 advisors and offers model-based investment strategies supported by third-party managers and custodians.

Jay Barringer is a financial advisor with Primerica Advisors in High Ridge, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, differentiating it from many peers.