Joshua Shappell is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 licenses and having one year of industry experience. His prior work includes roles at Primerica Financial Services, Payscale, Futuresense, LLC, and Royal Caribbean Cruises Ltd., among others. Outside of advisory activities, he is involved in sales related to 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 tiered wrap-fee structure for its offerings.

Ronald Jones is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has 20 years of industry experience, all with Primerica, working since 2006. Outside of advisory work, he is involved in selling home security and automation products through affiliated companies and owns a legal entity established for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven strategies managed by third-party asset managers and provides custodial services through Pershing, operating primarily with individual investors rather than institutional or pension clients.

Rolondo Bonner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at King of Freight, Affordable Solar Roofing and Air, and Pfs Investments Inc. He receives additional compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports trade execution and custody through established partners such as BNY Mellon Advisors and Pershing.