Anne Kies is a financial advisor with Primerica Advisors in Fitchburg, WI, holding Series 63 and Series 65 licenses and has 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2005. Outside of financial advising, she is involved in sales with Mary Kaye Cosmetics. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model recommendations and discretionary separately managed account options.

Daniel Sabroff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and 2001 respectively, and has been involved with Laserwords, US Inc. and Straive since 1988. Outside of investment advising, he earns compensation through the sale of loan products and referrals for home security and automation services with affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Christopher Wilbricht is a CFP® professional with over 31 years of experience at Primerica Advisors and Primerica Financial Services. He holds Series 63 and Series 65 licenses and has been with Primerica since the early 1990s. Outside of his advisory role, he owns MkItHpn, Inc., a legal entity formed to support Primerica business activities, and is involved in referring home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.