Heidi Mccarroll is a financial advisor with Primerica Advisors in Warren, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1996. In addition to her advisory role, she is involved in sales of loan products and home-related services 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 an exclusively percentage-based wrap fee structure.

Amanda Whitmore is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 65 and Series 63 licenses. Her work history includes roles at Shipt, PFS Investments Inc., Primerica Financial Services, and NBS Commercial Interiors. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Thaddeus Podmokly II is a financial advisor with Primerica Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1996. Outside of advisory work, he is involved in sales of loan products and home security and automation services 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 separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered percentage-based fee model.