Gerald Stenstrom is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has been with Primerica Advisors since 2000 and has previous work experience including roles at Meijer and the Golf Performance Academy. In addition to his advisory work, he earns compensation from Primerica Mortgage and related affiliates for the sale of loan products and home-related service referrals. Primerica Advisors manages 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 clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodial services, operating on a large scale with approximately 3,961 advisors and $15.5 billion in assets under management.

Stephen Arnest is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His work history includes long-term roles at Primerica Financial Services and PFS Investments Inc, as well as a 23-year tenure at Outfront Media. Outside of advisory services, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a wrap-fee structure, focusing on non-institutional clients rather than pension or profit-sharing plans.

Katelin Reynhout is a financial advisor at Primerica Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2021. Prior to her financial services career, she was employed by the Kalamazoo County Sheriff's Department and worked as a homemaker. In addition to advising, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Brian Rose is a financial advisor with Primerica Advisors in Portage, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Ferguson Plumbing, Reinforcement Inc., and involvement with the University of Michigan and First United Methodist Church. Outside of financial advising, he is engaged in custom carpentry through Watermark Building & Custom Carpentry. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Debra Vandervest is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Primerica Advisors, she worked with Primerica Financial Services and spent 19 years at Manpower/Experis. Outside of her advisory role, she is involved in managing short-term vacation rental businesses and serves as an executor of an estate. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports clients through a large network of advisors and offices.

Daniel Hartley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.