William Caudill is a financial advisor with Primerica Advisors in Lawton, Oklahoma, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with Primerica Advisors since 2016 and with Primerica Financial Services since 2015. His other business activities include selling loan products and home security and automation services through affiliated companies. Primerica Advisors manages 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 approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies developed by unaffiliated asset 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.