Scott Dutton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1988. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors is a large-scale firm serving primarily individual investors, including both 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 employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through its network of thousands of advisors.

Patricia Wogerman is a financial advisor with Primerica Advisors in Dublin, OH, and has 15 years of industry experience. Her work history includes roles at Martin Investigative Services, Lutheran Social Services of Northwestern Ohio, and Lima City Schools, among others. She is also involved in selling home security and automation products through affiliate companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm manages a wrap-fee asset management program that relies on model-driven investment strategies supported by third-party asset managers and custodial services.

John Weddle is a financial advisor with Primerica Advisors in Anchorage, AK, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of his advisory role, he has part-time involvement in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its offerings.

Sandra Green is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Primerica Financial Services and PFS Investments Inc. since 2002 and has previous professional experience at AppeXtremeS LLC Conga and APTTUS Corporation. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and serves nearly 3,700 advisors with approximately $15.5 billion in assets under management.

Douglas Neracher is a financial advisor with Primerica Advisors in Portage, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Primerica Financial Services since 1994 and at PFS Investments Inc. since 1999, currently operating under the name Drake Financial Group. In addition to advisory services, he is involved in sales of loan products and home-related 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 account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with program management and trading delegated to established custodians and overlay providers.

Kawena Vierra is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to her current role, she worked at Hawaiian Airlines for ten years and has experience with the Hawaii State Public Library System and the State of Hawaii Department of Education. Outside of finance, she works as a freelance illustrator and artist in Honolulu. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based investment strategies provided by unaffiliated asset managers. The firm supports advisors through custodial and trade execution services and offers a range of strategic, tactical, and tax-managed investment models.

Moises Alfonso is a financial advisor with Primerica Advisors in Miami, FL, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has been affiliated with Primerica Financial Services since 2001 and leads Momentum Enterprises, Inc., an investment-related business. Alfonso also serves as chairman of the board for Team Paradise, Inc., a nonprofit organization. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies created by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Margaret Warner is a financial advisor with Primerica Advisors in Snohomish, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she is the owner and president of Irishlass, LLC, an 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 a limited number of separately managed account options. The firm uses third-party asset managers and a tiered wrap fee structure, focusing on curated model portfolios rather than institutional or pension plan management.

James Best is a financial advisor with Primerica Advisors in Ridgeland, MS, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Pfs Investments Inc and Primerica Financial Services since 2010 and was previously with College Planning Network. Outside of his advisory role, he owns Best Athletics, LLC. 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 using a tiered wrap-fee structure. The firm emphasizes third-party asset manager selection and oversight, with trading delegated to BNY Mellon Advisors.

Karen Oaster is a Series 63 licensed advisor with Primerica Advisors in Burnsville, MN, and has 35 years of industry experience. She has been with Primerica Advisors since 1990 and Primerica Financial Services since 1999. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Andrew Mcatee is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Primerica Advisors since 2021 and previously worked at Primerica Financial Services starting in 2020. Outside of his advisory work, he is 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, utilizing model-driven strategies managed by external asset managers. The firm operates nationwide with a large advisor network and approximately $15.5 billion in assets under management.

Daisy Boyce is a financial advisor with Primerica Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Primerica Financial Services since 2004 and has been with Primerica Advisors since 2017. Outside of her advisory role, she owns Willful Wellness, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management primarily 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 uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Courtney Folkerts is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having four years of industry experience. She has been with Primerica since 2021 and is also involved in the FASTer Way To Fat Loss program and the James Street Inn Restaurant. 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 under a tiered wrap-fee structure.

Nestor White is a financial advisor with Primerica Advisors in Orange Park, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Financial Services since 2000 and has worked with PFS Investments since 1989. Outside of advisory work, he previously operated a business called Court Games, Inc. from 1979 to 2005. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and uses independent due diligence and delegated trading to implement its investment models.

Christine Magoteaux is a financial advisor with Primerica Advisors in Dayton, Ohio, holding a Series 63 designation and over 22 years of industry experience. She has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, she is involved in the sales of loan products and 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 account options primarily to individual and high-net-worth clients under a wrap-fee structure. The firm selects and oversees third-party asset managers and uses BNY Mellon Advisors for model implementation, with custody and trade execution handled by Pershing and Primerica Brokerage Services.

Richard Sneed is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is the founder of Good Samaritan, Inc. Primerica Advisors provides 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 emphasizes a tiered wrap-fee structure while maintaining oversight of its investment models.

Nicholas De La O is a financial advisor with Primerica Advisors in Ventura, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with Primerica Financial Services since 2003 and PFS Investments Inc. since 2008, and is also involved with Aqua Flo Supply, Inc. outside of his advisory role. Additionally, he receives compensation for referrals related to loan products, home security, and automation services 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 separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Kathryn Montcalm is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Ridley International Inc. and ongoing work with PFS Investments Inc. She is also involved with Post Oak Baptist Church. In addition to advisory services, she receives compensation for referrals related to home security, automation products, and loan 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 separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Lawrence Willis III is a financial advisor with Primerica Advisors in Bellaire, TX, holding Series 65 and Series 63 designations and having nine years of industry experience. He has worked at Primerica Advisors since 2016 and at Primerica Financial Services since 2015. Prior to his financial career, he served for 12 years with the Lafayette Parish Sheriff Department. Outside of advising, he is involved in the sale of home security and automation products as part of his compensation arrangement with affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies and operates at scale with approximately 3,961 advisors and $15.5 billion in assets under management.

Omar Morales Vazquez is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1997. Outside of his advisory role, he is involved in business activities related to Primerica Mortgage and home security services referrals. Primerica Advisors offers 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 provides custody and trade execution services through Pershing.