William Stewart is a financial advisor with Primerica Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has worked with Primerica Advisors since 1981 and has operated Stewart Insurance and Financial Services LLC since 2026. In addition to his advisory work, he is a self-employed author and is involved in the sale of home security and automation products through affiliated companies. 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 accounts. The firm uses third-party asset managers and an independent due-diligence consultant, with a tiered wrap-fee structure and an operational model that allows it to curate and oversee investment models.

Billy Weikel is a financial advisor with Primerica Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been associated with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of his advisory role, he is the founder of Joyful Ventures, a non-investment related business based in Lubbock. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Gary Green is a financial advisor at Primerica Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. He is also involved with DGDB Inc. beyond his advisory roles. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.