Indianapolis, IN Allison Pointe Trail Office

William Hammond is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica since 2005, alongside a 17-year tenure at H.R.F.E. Consulting. In addition to his advisory role, he is an independent contractor with Impact Health Sharing, providing services unrelated to investments. Primerica Advisors is a wrap-fee asset management firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs a model-delivery investment approach and utilizes third-party asset managers to support its discretionary portfolio management services.

Andrew Eaton is a financial advisor with Primerica Advisors in Indianapolis, Indiana, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with Primerica Advisors since 2008 and Primerica Financial Services since 2006. Outside of his advisory role, Eaton works as a self-employed mascot performer and also drives for Lyft. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, corporate, and charitable clients. The firm delivers advisory services through model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Eric Rogers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory duties, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of 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, delegating trading responsibilities to BNY Mellon Advisors.

Kent Preston is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is the owner of KLP Group LLC, a non-investment-related business established to manage a Primerica office lease. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated model portfolios rather than institutional pension or profit-sharing plan management.

Heather Schmidt is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors since 2006 and with Primerica Financial Services since 2003. Outside of advisory work, she has been involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports service with custodial and trade execution through Pershing and BNY Mellon Advisors.

Jeffrey Valler is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Primerica Advisors, he worked with Primerica Financial Services and has also held positions with Uber, DoorDash, and Lyft. He is involved in sales of investment-related and home-related products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, focusing primarily on advisory services for individual investors rather than institutional clients.

Angela Henderson is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses with nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for the majority of her career. Outside of advisory work, Henderson is a partner in DIVNE HOMES, LLC, a company that purchases and manages rental properties. 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 employs 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.

Luke Sommers is a financial advisor at Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses with 15 years of industry experience. His career includes roles at Kokomo Tribune and PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based recommendations and utilizing outsourced portfolio management and custodial support.

James Vitou II is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.