Kenneth Engelmeyer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1984. Outside of his advisory role, he operates an investment-related legal entity for Primerica business purposes and is involved in part-time referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm focuses on a wrap-fee structure and curates third-party asset managers for portfolio implementation.

Gloria Travis is a financial advisor with Primerica Advisors based in Omaha, NE, holding Series 63 and Series 65 registrations and over 20 years of industry experience. She has worked with Primerica Advisors since 2005 and has additional roles at the Nebraska Safety Center and Menards, Inc. Outside of her advisory work, she is involved as a health coach with Optivia. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and separately managed accounts for individual and high-net-worth clients, using a tiered wrap-fee structure and curating third-party asset managers.

Matthew Demmel is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes 14 years at LRS Healthcare and ongoing roles with PFS Investments Inc since 2026 and Primerica Financial Services since 2004. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Catherine Haldeman is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and over 25 years of industry experience. She has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of her advisory role, she is an owner and partner of The Halden Corporation, Inc. in Council Bluff, IA. 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 uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Todd Baumbach is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1993. His other business activities include sales of investment-related products and compensation from affiliated companies for referrals related to loan products, home security, and automation services. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by unaffiliated asset managers.

Rodney Griess is a financial advisor with Primerica Advisors in Lincoln, NE, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with PFS Investments Inc. since 1997 and Primerica Financial Services since 1989. Outside of his advisory role, he is a small landowner involved in irrigated farm crop rental in Nebraska. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of 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.