Stephen Cooley is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory work, Cooley is president of Stephen Cooley Enterprises, Inc., which he established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Ann Corcoran is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of her advisory role, she 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, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.