Leopold Garcia is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, with trading and execution delegated to BNY Mellon Advisors.

Amaris Ray is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. She has worked at Primerica since 2013 and previously held roles in educational services and at Times Square Church. Outside of her advisory work, she is involved as a sales representative in health insurance. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan management.