Greg Nielsen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with multiple educational institutions, including the University of Nevada and Washoe County Schools, alongside his advisory roles at PFS Investments Inc. and Primerica Financial Services. In addition to his advisory work, he is an author with books sold in the U.S. and international markets. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Samuel Shepard III is a financial advisor at Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been associated with Primerica Financial Services since 2001 and PFS Investments Inc since 2016. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Justin Mccullough is a financial advisor with Primerica Advisors in North Las Vegas, NV. He holds the Series 63 and Series 65 designations and has five years of industry experience. His prior work includes roles at Tesla, Inc., Primerica Financial Services, and Hotspur Casino. He also has non-investment related business activities involving referrals for home security and automation products through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and delivers advisory services through model-driven strategies and third-party portfolio managers.