Peggy Wallace is a financial advisor at Primerica Advisors with 25 years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with PFS Investments Inc and Primerica Financial Services throughout her career. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and employs a range of model-delivery strategies managed by third-party asset managers.

Roger Nelson is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at PFS Investments Inc and Larsen MFG. Outside of advisory services, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for trading implementation.

Virginia Cox is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has been with Primerica Advisors since 1987 and Primerica Financial Services since 1986. In addition to her advisory role, she is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while serving individual investors rather than institutional pension or profit-sharing plans.

Clarissa Prorok is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 65 and Series 63 licenses and having 11 years of industry experience. She has worked with Primerica Financial Services and Primerica Advisors since 2011 and has a concurrent role with Indian Prairie School District 204. In addition to advisory work, she is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery investment strategies managed by unaffiliated asset managers. The firm operates at scale, with thousands of advisors and billions in assets under management, and provides advisory services primarily to individual investors rather than institutional clients.

Bruce Cox is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management 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, with portfolio implementation delegated to BNY Mellon Advisors.

Gretchen Nowag is a financial advisor with Primerica Advisors in Aurora, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation managed in conjunction with BNY Mellon Advisors.