Kathryn Sanford is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She previously worked at Edward Jones and has been with Primerica Financial Services since 2002. Outside of financial advising, she co-owns a small upholstery business in Ludington, Michigan, and serves as an assistant manager at a self-storage facility. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure as part of its investment approach.

George Schrode Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2020. Outside of his advisory role, he manages Schrode Lodgings LLC, a campground and cabin rental business. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports account custody through Pershing.