Michael Mercer is a financial advisor with Primerica Advisors in West Point, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to his advisory role, Mercer is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Michael Ingersoll is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved in sales of home security and automation products as well as loan products through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Tracy Bryant is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to joining Primerica Advisors in 2020, Bryant worked at Savannah River Nuclear Solutions from 2014 to 2018 and has been associated with Primerica Financial Services since 2008. Outside of advisory work, Bryant is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a wrap-fee structure and independent due diligence to select third-party asset managers, delegating trading execution to BNY Mellon Advisors.

William Nemetz is a financial advisor with Primerica Advisors based in Hamilton, GA. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Nemetz serves as Treasurer of The Primerica Foundation and is a board member of Zoo Atlanta. He also chairs the Primerica PAC Board of Directors. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through model-driven strategies supported by third-party asset managers and custodians.

William Allison is a CFP®-designated financial advisor with 24 years of industry experience, currently serving at Stifel since 2009. He is involved in several nonprofit activities, including roles on the Resource Development Committee and Campaign Leadership Council for the USM Foundation, chairing the Investment Committee for the University of Southern Mississippi Foundation, and participating on the Stewardship Committee of Crosspoint Church. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using a proprietary investment methodology developed by its Investment Strategy Group.

Larry Duncan is a financial advisor with Raymond James Financial in West Point, GA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been affiliated with Raymond James Financial and Client First Financial Services, LLC since 2010, where he is also the owner of Client First Financial Services. Duncan serves as a trustee for MissionSource Ministries, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.