William Caudill is a financial advisor with Primerica Advisors in Lawton, OK, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Primerica Advisors since 2016 and also has experience as a self-employed advisor. In addition to his advisory work, he receives compensation related to home security and automation product referrals and mortgage loan product sales through affiliated companies. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets and serving individual, corporate, and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts supported by established custodians and overlay managers.

Yenoanh Pham is a financial advisor with Primerica Advisors in Lawton, OK, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked with PFS Investments Inc since 2014 and Primerica Financial Services since 2010. Outside of advisory work, she is a partner in SKY of Hope LLC, a real estate investing venture focused on rehabbing and renting properties. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, utilizing model-delivery strategies created by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.