Ryan Sopko is a financial advisor with Primerica Advisors in Toledo, OH, holding a Series 63 designation and 16 years of industry experience. He has been with Primerica Advisors since 2009 and has been associated with Primerica Financial Services since 2008. Outside of advisory work, he is involved in selling loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for 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 non-institutional clients.

Christopher Bautista is a financial advisor with Primerica Advisors in Rancho Cucamonga, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2009. Bautista also operated Bautista Family Clinic from 2003 to 2017. Additionally, he is involved in sales of loan products and home security referrals 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 separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

James Schaefer is a financial advisor with Primerica Advisors in Brimfield, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Primerica Advisors since 2002 and has prior experience with UTC Aerospace and Ohio Strip Steel. Outside of advisory work, he is involved in sales of home security and automation products as part-time referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Charley Moran is a financial advisor with Primerica Advisors, holding a Series 63 designation and 35 years of industry experience. He has worked at Primerica Financial Services since 1991 and with Primerica Advisors since 1989. In addition to advisory services, Moran 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 number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Anthony Recupero is a financial advisor with Primerica Advisors in Doylestown, PA, holding Series 63 and Series 65 licenses and having one year of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since 2024 and serves as a board director for CytoGene Therapeutics. In addition to advising, he is involved in non-investment activities through CytoGene Therapeutics and refers home-related services for Primerica-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 delivers advisory services through a large network of financial advisors using model-driven investment strategies and partners with third-party asset managers and custodians to execute and manage client portfolios.

David Walters is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Walters is also the owner of Walters and Associates, LLC, an investment-related business formed for Primerica business purposes. Primerica Advisors provides discretionary asset management 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 uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Paul Roberts is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding a Series 63 designation and 16 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2008. Outside of his advisory role, he is involved with Roberts Consulting, LLC, an investment-related business. 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 operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, offering advisory services based on model recommendations created by unaffiliated asset managers.

Erik Golub is a financial advisor at Primerica Advisors with Series 66, Series 65, and Series 63 licenses and six years of industry experience. His prior roles include positions at PFS Investments Inc., Primerica Financial Services, Advanta IRA, Millennium Trust Company, and IRA Services Trust Company. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, along with 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 investment strategies and discretionary portfolio management.

Jared Huston is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 65 and Series 63 credentials. Prior to his financial services career, he worked with the Colorado Springs Police Department and the Federal Bureau of Prisons. Primerica Advisors sponsors 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 uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Cordell Blair is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Blair also receives non-investment-related compensation through part-time referrals of home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Stacy Tuma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at MassMutual and Primerica Financial Services. Outside of finance, she owns ClkCourse with Stacy, a non-investment related business. Primerica Advisors serves primarily individual investors and offers a wrap-fee asset management program that incorporates model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management.

Stephen Caton is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and has held several roles outside of finance in the automotive sector. Caton also receives compensation related to loan product sales and home security and automation service referrals through affiliated companies. 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 uses model-driven strategies developed by unaffiliated asset managers and operates at scale with thousands of advisors, managing approximately $15.5 billion in assets under management.

John Delp is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been associated with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in selling loan products and home security services through affiliates of Primerica, and he owns Delp Financial Corporation, 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, managing potential conflicts through disclosure and oversight.

Joanna Ward is a financial advisor with Primerica Advisors in Monroe, Ohio, holding seven years of industry experience. She has worked with PFS Investments Inc. since 2018 and has been associated with Primerica Financial Services since 2008. Outside of her advisory role, Joanna participates as a part-time shopper for Shipt. 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 employs a curated selection of third-party asset managers and uses a tiered wrap-fee structure for its services.

Andrea Crossland is a financial advisor with Primerica Advisors in Durango, CO, holding Series 63 and Series 65 licenses with three years of industry experience. She has worked at Primerica Advisors since 2022 and has prior experience with Primerica Financial Services beginning in 2000, as well as operating the Crossland Insurance Agency LLC since 2018. Outside of advising, she is involved with Primerica Mortgage and Primerica Client Services, referring home security and automation products. 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 employs a tiered wrap-fee structure for its services.

Jonna Mccaman is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Primerica since 2011. Outside of her advisory role, she is involved in direct sales as a home consultant for The Longaberger Company. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that emphasizes model-delivery strategies created by third-party asset managers. The firm operates on a large scale with thousands of advisors and offices and manages approximately $15.5 billion in assets under management.

John Deleeuw is a financial advisor with Primerica Advisors in Lino Lakes, MN, holding a Series 63 designation and 13 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as involvement with Koch bus company and Island View Golf Club. Outside of advising, he has participated in non-investment activities such as working as an Instacart shopper. 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 emphasizes a tiered wrap-fee structure and utilizes third-party asset managers alongside BNY Mellon Advisors for portfolio implementation.

Ryan Buchholz is a financial advisor with Primerica Advisors in Sanford, FL, holding Series 65 and Series 63 licenses and having six years of industry experience. His prior roles include positions at AcademicPartnerships and Wiley Education Services. Outside of finance, he owns and operates Lucky Buick Projects, a woodworking business in Melbourne, FL. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based strategies supported by third-party asset managers and custodians.

Byron Logan is a financial advisor with Primerica Advisors in Austin, TX, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been with Primerica Advisors since 2016 and previously worked at Regal Beloit of America for over four decades. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, 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.

Mouveleane Cook is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1994. In addition to advisory work, she 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-delivery strategies and discretionary 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, delegating trading responsibilities to BNY Mellon Advisors.