Alex Cleveland is a financial advisor with Primerica Advisors in Lafayette, LA, holding a Series 63 designation and over 31 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since the early 1990s. Outside of his advisory role, he maintains an eBay business selling clothing and related items as a hobby. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a large-scale wrap-fee asset management program that employs model-delivery strategies developed by unaffiliated asset managers and uses custodial support from Pershing.

Matthew Briscoe is a financial advisor with Primerica Advisors, holding 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Prior to this, he worked at Walmart Distribution Center from 2014 to 2020. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.