Leonard Yarnovich is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, he is involved in the sales of investment-related products and receives compensation for loan product sales and referrals for home security and automation services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Charles Walker is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Advisors since 2007 and with Primerica Financial Services since 1997. Outside of his advisory role, he provides notary services in Charlotte. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Edward Conway is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure distinct from fixed-fee billing options.