Rebecca Rhodes is a financial advisor with Primerica Advisors in Cypress, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. She has worked with PFS Investments Inc. since 2007 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm employs an operational model that curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Jorge Loyo is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2007. Loyo also owns The MAP Initiative, LLC, an entity formed to support Primerica business activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients with approximately $15.5 billion in assets under management. The firm employs model-delivery strategies developed by unaffiliated managers and provides advisory services through a large network of financial advisors.

Paul Bast is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is engaged in the sale of vintage clothing through his self-employed business, Nomad Dad Vintage. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with oversight provided by an independent due-diligence consultant and trading delegated to BNY Mellon Advisors.