Benjamin Terry is a financial advisor with Primerica Advisors in Beaumont, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors and its affiliated entities since 1995. Outside of advisory work, he serves as an officer and director of Tandt Management, Inc., a legal entity formed for Primerica business purposes. 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 operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies created by unaffiliated asset managers.

Kirk Ellender is a financial advisor with Edward Jones in Nederland, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kemon Neal is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. He has worked at Fidelity Investments in various capacities since 2020, with prior roles at TD Ameritrade, E*TRADE, Capital One Investing, and Merrill. Neal also has experience in academic settings at the University of Texas at Dallas. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Taryn King is a financial advisor with Ameriprise in Beaumont, TX, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2024, she worked at UBS Financial Services from 2012 to 2024. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joseph Arisco is a financial advisor at Primerica Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Primerica since 2016. Outside of his advisory role, he has teaching experience at Lamar State College Port Arthur and Port Arthur I.S.D. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Michael Overstreet is a financial advisor with Primerica Advisors in Beaumont, TX, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is a partner in Overstreet Ventures, LP and Overstreet Ventures Management, Inc., entities related to Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited range of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating an exclusively percentage-based, tiered wrap fee structure.