Matthew Gregory is a financial advisor with Primerica Advisors in Manassas, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has concurrent roles with SBC of VA, Fauquier County Schools, and Soul Purpose Church. Outside of advisory work, he 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 separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure while delegating trading to BNY Mellon Advisors.

Adrianne Haber is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 15 years of industry experience. She has worked at Torchlight Financial Services, PFS Investments Inc., and Primerica Financial Services since 2009. Outside of her advisory role, she is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a percentage-based wrap fee structure for its services.

Mary Sink is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services, and previously held roles at Insight Enterprises and Apprio. Mary also receives non-investment related compensation for referrals of home security, automation products, and related services through Primerica-affiliated companies. 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 operates through a large network of advisors and employs model-delivery investment strategies supported by third-party asset managers and custodians.

Kevin Zirk is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and having over 33 years of industry experience. He has maintained long-term business interests through several entities, including Zirk Enterprises, Inc. and Zirkzone, LLC. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

Asa Wolfe is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Primerica Advisors. His background includes service in the U.S. Army from 2017 to 2021 and entrepreneurship through ownership of a short- and long-term room rental business. Wolfe also holds a role as Events Director for the Kootenal County Young Professionals. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies supported by third-party asset managers and focuses on scalable advisory services delivered through an extensive network of advisors.

Darrick McGill is a financial advisor with Primerica Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. His career includes roles at American Airlines and over two decades of service in the US Army Reserve. He is also involved in business activities related to the sale of home security and automation products through Primerica client services affiliates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Thienkim Trinh is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been associated with PFS InvestmentS Inc and Primerica Financial Services since 1997. In addition to advisory work, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors is a large-scale firm serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program primarily based on model-delivery strategies managed by unaffiliated asset managers.

Scott Kamm is a financial advisor with Primerica Advisors in Langhorne, PA, holding Series 63 and Series 65 licenses and with nine years of industry experience. His career includes roles at PFSI Investment Inc., Family First Funding, M&T Bank, and a long tenure at Primerica Financial Services. He also engages in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. 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 employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Isaac Pfuhl is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include work at PFS Investments Inc., Alamo Toyota, and Keurig Dr Pepper. He is involved in sales of loan products and home-related services through Primerica-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 third-party asset managers and supports trade execution through custodians like Pershing.

Bruce Laird is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 2005 and with Ventura Foods since 2006. In addition to his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Richard Girard is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at UPS and service on the Manchester School Board. Outside of advising, he serves as a Justice of the Peace and Notary in Manchester and hosts the program "Girard at Large." Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on individual investors rather than institutional clients.

Claudette Tull is a financial advisor with Primerica Advisors in Gretna, LA, holding a Series 63 designation and bringing 20 years of industry experience. She has been with Primerica Advisors since 2001 and Primerica Financial Services since 1996. Outside of advisory work, she is involved in the sale of home-related products and services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Edward Isaac is a financial advisor with Primerica Advisors in St. Albans, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998 and has concurrently worked at Medgar Evers College CUNY since 1999. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. 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 accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation and trading managed by BNY Mellon Advisors.

James Hill Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as Director of Operations and an ordained minister at Kingdom Center Ministries Inc. since 2003. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm utilizes model-based investment strategies and offers discretionary portfolio management with support from third-party asset managers and custodians.

Robert Fazo is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1996. Outside of advisory work, 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, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee arrangement. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with custody and execution handled by Pershing and Primerica Brokerage Services.

Douglas Young is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Primerica since 1992 and previously served in the Village of Hartford from 2013 to 2017. Outside of his advisory role, he works as an independent contractor for 3M Cogent, Inc. and receives compensation for part-time referrals related to home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while overseeing portfolio implementation through BNY Mellon Advisors.

David Deberry II is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and 13 years of industry experience. His career includes roles at Lima City Schools and long-term affiliations with PFS Investments Inc. and Primerica Financial Services. Outside of advising, he is a partner in Keys To Black Wealth, LLC, a non-investment business, and operates Deberry Enterprise, LLC for Primerica-related activities. 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, offering a wrap-fee solution distinct from institutional plan management.

Ramone Reed is a financial advisor with Primerica Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2005. Outside of his advisory role, he owns Reed Sports Academy LLC and serves as a caregiver with SF Cares, as well as acting as a notary public in Springfield, OR. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm utilizes model-driven strategies managed by third-party asset managers and provides advisory services through a broad network of advisors.

Mark Sitzema is a financial advisor with Primerica Advisors in Gowen, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors since 2008 and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating on a tiered wrap-fee structure.

Lisa Waldorf is a financial advisor with Primerica Advisors in Burr Ridge, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she is co-owner of Lisa + Wally, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management 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 curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management services focused on individual rather than institutional clients.