Michael Maddox is a financial advisor with Primerica Advisors in Winter Haven, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Primerica Financial Services since 2009 and PFS Investments Inc. since 2011. Outside of his advisory role, he is a part-time bass player for Jill's Cashbox. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

William Daniels IV is a financial advisor with Primerica Advisors in Winter Haven, FL. He holds Series 63 and Series 65 licenses and has over six years of experience with Pfs Investments Inc and Primerica Financial Services. Additionally, he has worked with the Osceola School District for more than 27 years. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with approximately 3,697 advisors and $15.5 billion in assets under management.

Dwayne Miller is a financial advisor with Primerica Advisors in Winter Haven, FL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Primerica Advisors since 2021 and previously held positions at Primerica Financial Services, Coldwell Banker, and Walgreens. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Robert Gross is a Series 65-registered financial advisor with Primerica Advisors in Winter Haven, FL. He has experience with PFS Investments Inc., Auto Owner's Insurance, and Primerica Financial Services beginning in 2025, and has also worked in the mortgage and insurance industries. His background includes community involvement through roles at Heartland Church and Unity Baptist Church. Primerica Advisors is a large institutional firm that provides a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, overseeing approximately $15.5 billion in assets under management.