Nathaniel Oliphant is a CFP® professional with 18 years of industry experience, currently affiliated with Primerica Advisors in Wichita, KS. He has been with Primerica Advisors since 2007 and also works with Loe Financial Group. His other business activities include sales of investment-related products and referral services for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Julie Sharp is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and four years of industry experience. She has worked with Loe Financial Group since 2022 and Primerica since 2021. Outside of financial advising, she owns Play In the Rain, LLC, a massage therapy business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies from unaffiliated asset managers and custodial support from Pershing.

Peter Glogowski is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Primerica Advisors since 2017 and has also been involved in various other business activities including driving for DoorDash and Amazon Flex. Primerica Advisors sponsors 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 delivers advisory services through a large network of advisors using model-driven strategies from unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Donald Oliphant is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with Primerica Advisors since 1990 and Primerica Financial Services since 1991. Oliphant also serves as president of Oliphant Legacy, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Nicholas Farlow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes long-term roles at PFS Investments Inc. and Primerica Financial Services, as well as nearly three decades with The Boeing Company. He is also involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,964 advisors and $15.5 billion in assets under management. The firm delivers advisory services primarily through model-driven strategies managed by third parties, supported by custodial and execution platforms such as BNY Mellon Advisors and Pershing.

Krysten Eilert is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and two years of industry experience. Her prior roles include positions at Primerica Financial Services and PFS Investments Inc. She has also been involved in community and nonprofit work related to the Diocese of Dodge City and Divine Mercy Radio. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models supported by BNY Mellon Advisors and Pershing.

Nicholas Eilert is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, as well as work experience outside finance including manual labor on Eilert Farms. He serves as Treasurer on the Chi Rho Alumni Association Board. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers and custodians.

Michael Phelps is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 65 and Series 63 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2004 and is currently affiliated with Loe Financial Group. In addition to his advisory work, he is involved in sales of home security and automation products through related affiliates. Primerica Advisors is a sponsor and discretionary portfolio manager of 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 trade execution and custody through established financial service providers.

Quinn Kirsop is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Corium, Loe Financial Group, and Pfs Investments Inc. Kirsop is also involved in sales of home security and automation products through Primerica-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 selectively offered separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.