Steven Martinucci is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1999. Outside of his advisory role, he is also a musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Diane Kingsley is a financial advisor with Primerica Advisors in Utica, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000 and had a one-year tenure at PPL Inc. in 2025. In addition to advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and oversees portfolio implementation with a tiered wrap-fee structure.

Kevin Kase is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and previously operated his own advisory business from 2009 to 2017. His other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

Alex Digirolamo is a financial advisor at Primerica Advisors with a Series 65 credential and seven years of industry experience. He has held roles at Primerica Advisors since 2018 and is currently associated with DiGi Financial. Outside of his advisory work, he is involved in non-investment related referrals for home security and automation products and holds a partnership in Next Gen Ventures LLC. Primerica Advisors offers discretionary asset management 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 tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Victor Zancudo is a financial advisor with Primerica Advisors in Grove City, OH, holding 12 years of industry experience. He has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of his advisory work, he is a self-employed musician, serving as the lead singer and guitarist for a band. 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 delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Jeffrey Dorfsman is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Medtronic, Lyft Inc, and a 22-year tenure with the City of Plymouth. Outside of his advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Katherine Pague is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Primerica Advisors since 2015 and previously held a position with Boulder County Housing and Human Resources. Outside of advising, she is also an author. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

Evan Jones is a financial advisor with Primerica Advisors in Granger, IN, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to his current role, he worked at Primerica Financial Services and has a varied background including positions at UPS, Wabash College, and Kanakuk Kamps. Outside of advising, he is involved with Jones-E & Associates LLC, an investment-related business he owns. 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 account options under a wrap-fee structure.

Todd Hutcheson is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Advisors since 2017 and has held roles at Primerica Financial Services since 2016. Prior to his financial services career, he spent over three decades at Rockwell Collins and has also been affiliated with Mount Mercy University. Primerica Advisors provides 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 uses third-party asset managers and offers a tiered wrap-fee structure for its investment solutions.

Clyde Wells II is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has been retired since 2011. His other business activities include part-time sales of loan products and home security and automation services referrals through affiliates of Primerica. 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 uses a tiered wrap-fee structure for its investment services.

Francis Reeves is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2006. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and select separately managed accounts for individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and utilizes third-party asset managers with oversight and model implementation handled by BNY Mellon Advisors.

William Stewart is a financial advisor with Primerica Advisors in Lubbock, TX, holding Series 63 and Series 65 licenses and 46 years of industry experience. He has worked with Primerica Advisors since 1981 and has operated Stewart Insurance and Financial Services LLC since 2026. In addition to his advisory work, he is a self-employed author and is involved in the sale of home security and automation products 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 discretionary separately managed accounts. The firm uses third-party asset managers and an independent due-diligence consultant, with a tiered wrap-fee structure and an operational model that allows it to curate and oversee investment models.

Hubbard Burgess is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes time at Edward Jones and a 30-year career with the Internal Revenue Service. He is also involved in selling non-investment products such as home security and automation 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 limited separately managed account options under a tiered wrap-fee structure. The firm selects and oversees third-party asset managers and delegates trading to BNY Mellon Advisors, providing a curated investment approach that excludes institutional pension or profit-sharing plan management.

Dashonda Jones Goins is a financial advisor with Primerica Advisors in Dublin, OH, holding eight years of industry experience. She has worked at Primerica Advisors since 2018 and previously held positions at Amazon and CitiTrends. Outside of her advisory role, she is active as a driver for DoorDash and Amazon Flex and serves as an ambassador for QSciences. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Ronald Rhea is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been associated with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of a pecan pie sales business called Pop's Pecan Pie in Cordova, TN. 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 curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Bruce Kirking is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. He has worked at Primerica Advisors since 1999 and has prior experience at Mills Fleet Farm. Outside of his advisory role, he serves as vice-managing member of Pine Knoll Partners, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 rather than fixed fees.

Christopher Wallace is a financial advisor with Primerica Advisors in Windham, ME, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. In addition to his advisory role, he provides tax preparation and accounting services through Smart Business Solutions. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Sandra Bitar is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Victory Bank since 2020 and has been affiliated with PFSI Investment Inc. and Primerica Financial Services since 2018. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. 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-based strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

Brent Facemire is a financial advisor with Primerica Advisors in Monticello, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and selectively managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Gwendolyn Williams is a financial advisor at Primerica Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020, following 25 years at PFS Investment Inc. and over three decades with Primerica Financial Services. In addition to advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. 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 an operational model based on tiered wrap fees and ongoing oversight.