Robert Buisson is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Primerica Advisors since 2008 and has additional experience with Primerica Financial Services and his own entity, R.T Buisson Inc. Outside of his advisory role, Buisson is involved in related business activities including the sale of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts 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.

William Murray is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2003. In addition to advisory work, he is involved in sales of investment-related products and also receives compensation for referring home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading and execution to BNY Mellon Advisors.

Clarence Mitchell is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and also works with CMJ Financial Group. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and manages a leasing property for PFS. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Dennis Riley is a financial advisor with Primerica Advisors in Bensenville, IL, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with Primerica Advisors since 2000 and previously worked at H&R Block for one year. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and acts as a representative for United Health Care. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of its investment models.

Wayne Lambert is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of Primerica. 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 operates on a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, using model-delivery strategies developed by third-party asset managers.

Brittan Reich is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 licenses and with four years of industry experience. Prior to joining Primerica Advisors, Reich has worked at firms including PFS Investments Inc. and has been involved in sales of investment-related products, as well as part-time compensation related to referrals for home security and automation services. Primerica Advisors offers 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 clients, utilizing model-delivery strategies managed by unaffiliated asset managers.

Charles Hale is a financial advisor with Primerica Advisors in Hillsboro, OR, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advising, he is involved in sales of non-investment related home security and automation products through affiliated companies. Primerica Advisors serves 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 emphasizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

Paul Robertson Sr. is a financial advisor with Primerica Advisors in Lake Charles, LA, holding a Series 63 designation and 38 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he owns Roberson Dennis and Associates LLC, which is involved in sales of investment-related and home service products affiliated with Primerica. 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 curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Paul Conley is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 65 and Series 63 licenses and possessing two years of industry experience. His prior work includes roles with YMCA, PFS Investments Inc., Primerica Financial Services, the Texas Department of Transportation, New Beginnings International Church, and a 20-year career in the United States Navy. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors who implement model-driven investment strategies across various approaches, including recently added cryptocurrency ETF allocations.

John Decorso is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Advisors since 2020 and has prior experience at JC Ehrlich and Haven Line Industries. In addition to advising, he has engaged in sales of loan products and home-related 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 delivers advisory services through a large network of advisors and relies mainly on model-delivery strategies created by unaffiliated asset managers.

Kenneth Baker is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 63, Series 65, and Series 66 licenses and two years of industry experience. His career includes roles at Primerica Financial Services and Autocam Medical, among others. He is involved in sales of investment-related products and also receives compensation for the sale of loan products and home security referrals through Primerica affiliates. Primerica Advisors sponsors 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 entities. The firm operates at scale with nearly 4,000 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Joseph Kabulis Jr. is a financial advisor with Primerica Advisors in Brookfield, CT, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is the owner of Genco Holdings, LLC, a Primerica entity. 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, operating under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors for implementation.

Kevin Mccall is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior work includes roles at American Color and Virginia Canopy Tours. He is involved in non-investment related referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based recommendations supported by third-party asset managers and custodians.

Richard Riley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Primerica since 2001 and also spent five years with Andy Frain Services. Outside of his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products 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 selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing model implementation through BNY Mellon Advisors.

Keith Schwarz is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors since 2000 and has been affiliated with Primerica Financial Services since 1999. Outside of advising, he 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 selected separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure, with an operational model that allows it to curate and oversee investment models.

Brian Ruff is a financial advisor with Primerica Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to his advisory role, he 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, which offers model-delivery strategies and select discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees, focusing on curated portfolio management rather than institutional plan management.

Jay Jackson is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and three years of industry experience. His prior work includes positions at PFS Investments Inc., The Fiduciary Alliance, Jackson Hewitt Tax Service, and Shell Oil Company, where he spent 22 years. Primerica Advisors sponsors and 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 strategies and a limited number of discretionary separately managed account options.

Jonathan Leon is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Tax Services of America (Jackson Hewitt). In addition to his advisory work, he owns Kiddooco, LLC, a business formed for Primerica purposes. 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 uses a tiered wrap-fee structure to deliver its services.

Noel Mcbarnett is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Rosner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors and Primerica Financial Services since 2025. Outside of his advisory work, Rosner has over 20 years of experience as a private tutor with multiple tutoring businesses. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately 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 for its services.