James Stephenson is a financial advisor with Primerica Advisors in Windsor, VA, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 1987 and operated his own practice, James Russell Stephenson, since 1999. Outside of advisory work, he is a co-owner of MH Holland Farm, committing a small portion of his time monthly. Primerica Advisors sponsors 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 trading and custody through BNY Mellon Advisors and Pershing.

Hunter Haywood is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2017, having previously worked at AXA Advisors. Outside of his advisory role, he is involved with Ducks Unlimited, assisting in organizing their annual fundraising event. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a variety of sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.