Karl Casper is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, Casper is involved in sales of home security and automation products through affiliated companies and owns KLC Associates Inc., which serves Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating portfolio implementation to BNY Mellon Advisors.

Matthew Knable is a financial advisor with Primerica Advisors based in Green Bay, WI. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 1994. Outside of advising, he is involved in the sale of home security and automation products as well as loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers model-driven investment strategies managed by unaffiliated asset managers and operates with approximately $15.5 billion in assets under management.