Joseph Scerbo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been in the financial services industry since 2024, with prior experience at Blackstone Global and Gentec Services Inc. Primerica Advisors manages 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 uses model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors.

Nathaniel Oliphant is a CFP® professional with 18 years of industry experience, currently affiliated with Primerica Advisors in Wichita, KS. He has been with Primerica Advisors since 2007 and also works with Loe Financial Group. His other business activities include sales of investment-related products and referral services for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Jesse Dare is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Blue Cross & Blue Shield of Mississippi and Havarti Risk Services. Outside of financial advising, he works as an independent healthcare strategy adviser and actuarial consultant through Dare Enterprises LLC and Pasco Advisers. Primerica Advisors provides discretionary asset management primarily 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 curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jacqueline Dheere is a financial advisor with Primerica Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Outside of her advisory role, she is involved in yacht brokerage through Pop Yachts and owns Juliette Delta Enterprises, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm’s approach includes independent manager due diligence and uses BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and curated third-party asset managers.

Jason Bobrowitz is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors and its affiliated firm since 2000. Outside of his advisory role, he is a partner in a business that owns gun parts and a co-founder of a nonprofit ministry. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

James Weber is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and offers model-driven investment strategies supported by third-party asset managers and custodians.

Jordan Brown is a financial advisor with Primerica Advisors in Atlanta, GA, holding a Series 65 designation and 14 years of industry experience. He has been with Primerica Financial Services since 2011. His other business activities include management and operations related to investment products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Kayla Fox is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and two years of industry experience. She has worked at PFS Investments Inc. since 2023 and has been associated with Primerica Financial Services since 2022. In addition to her financial services career, she has ten years of experience with Coldwell Banker ABR. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors 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-based portfolio strategies developed by unaffiliated asset managers.

Varinia Peridon is a financial advisor at Primerica Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Financial Services since 2021. In addition to her advisory role, she is affiliated with Point Loma Nazarene University. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap fee structure, with operational oversight to manage potential conflicts of interest.

Amy Lam is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and 15 years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, among others. Lam also engages in the sale of investment-related products and receives compensation for referrals related to home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and approximately $15.5 billion in assets under management.

Jennifer Metz is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. She has been with Primerica since 2000. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies and operates as a sole proprietor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure for its investment services.

Anthony Bond is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and has served with the Diamondhead Fire Department since 2014. Outside of his advisory role, he operates Tony Bond & Associates, LLC, a non-investment related business in Kiln, Mississippi. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach and uses a tiered wrap-fee structure.

Blake Otto is a financial advisor with Primerica Advisors in Bonita Springs, FL. He holds Series 65 and Series 63 licenses and has one year of industry experience. His work history includes roles at PFS Investments Inc., University of Connecticut, Primerica Financial Services, and Community School of Naples. Primerica Advisors manages 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 utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through third-party providers.

Luther Setzer is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Primerica since 2018. Prior to his financial services career, he spent 36 years at NASA. Outside of finance, he works part-time as a TV, film, and voice actor. Primerica Advisors is a large-scale firm serving primarily individual investors, including 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 uses model-delivery strategies managed by unaffiliated asset managers and incorporates an overlay manager and custody support for trade execution and account custody.

Keith Keener is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been affiliated with Primerica Advisors since 1981 and Primerica Financial Services since 1991. Outside of investment advisory, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and limited separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Stephanie Gardner is a Series 65 and Series 63 licensed financial advisor with eight years of industry experience. She is currently with Primerica Advisors and has a history with Primerica Financial Services since 2004. Gardner also has experience at Providence Group Realty. 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 utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Harold Ballard Jr. is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Charlotte Christian College and Cornwell Center, alongside ongoing work with PFS Investment Inc. and Primerica Financial Services. Outside of finance, he is involved with Yom Tov Enterprises, LLC, a non-investment-related partnership. Primerica Advisors manages 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 organizations. The firm utilizes model-driven strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

John Hansen is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, Hansen is a referee/official in Ontario, WI, and owns two companies, Hansen House, LLC and Hansen Housing, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-based recommendations and utilizing third-party asset managers and custodians.

Aurelia Jackson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2023. Prior to her financial career, she spent 20 years with the Pediatric Academic Association/Nationwide Children's Hospital. Primerica Advisors manages 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 delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by third-party asset managers.