Mitchell Sosa is a CFA® charterholder and Series 63 licensee with six years of experience in the financial industry. He is currently affiliated with Primerica Advisors and has a background that includes roles at INEOS, Axiom Space Inc., Intuit Inc., and Enterprise Products Company. Outside of his advisory work, he owns MS CPA LLC, providing tax preparation and filing services, and Mitchell Sosa Inc., a consulting business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on percentage-based billing rather than fixed fees.

Eldon Robinson is a financial advisor at Primerica Advisors in Houston, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2013, with prior experience at Brovitz Group and involvement in Sentry Builders. He is also a partner in The K&C Project LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate clients, and charitable organizations. The firm employs model-driven strategies created by unaffiliated asset managers and manages approximately $15.5 billion in assets across nearly 3,700 advisors.

Erin Swim is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her career includes roles at Procter & Gamble and Livanova, alongside her longstanding tenure at Primerica. She is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.