Nathan Jaynes is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and with 17 years of industry experience. He has been with Primerica Advisors for over 17 years in total, with additional work history including roles at Purco, UPS, and Vip Kids. Outside of advisory work, he receives compensation for sales related to loan products and for referrals of home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based investment strategies overseen by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Luke Schmitz is a financial advisor with Primerica Advisors in New Hope, MN, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services. Additionally, he engages in the sale of home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies developed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Timothy Arnold is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2001. Outside his advisory role, Arnold is involved with TJ3AM, LLC, a legal entity formed for Primerica business purposes, and he also receives compensation for sales and referrals related to mortgage and home 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 employs a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Philip Imhoff is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1995 and has prior experience with Beverly Hills Unified School District and Entertainment Partners/Central Casting. Outside of his advisory role, he serves as the volunteer membership committee chairman for the Canoga Park/Westhills Chamber of Commerce and is a part owner of Talk Peace Farm, LLC. 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 implements models via BNY Mellon Advisors, using a tiered wrap fee structure rather than fixed fees.

Kenneth Hughes is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. Outside of advisory work, he serves as president and partner of K M Hughes Inc., a legal entity established for Primerica business purposes, and 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, which offers 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 uses an operational model based on tiered wrap fees.

Lionel Williams is a financial advisor with Primerica Advisors in Kissimmee, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Vintrica International LLC and self-employment, alongside a long-term association with Primerica Financial Services since 2001. Williams also participates in sales of loan products and home-related 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 selective separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Joseph Eben is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Primerica Advisors since 1993 and also works with H & R Block since 2013. Outside of advising, he is involved in sales 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 separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Tyler Binkley is a financial advisor with Primerica Advisors in Maumee, Ohio, holding eight years of industry experience. He has worked with Newman Financial, PFS Investments Inc., and Primerica Financial Services. In addition to advisory activities, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,966 advisors, employing model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing.

Sarah Coolbaugh is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and six years of industry experience. She has been with Primerica Advisors since 2019 and previously worked at Primerica Financial Services beginning in 2016. She also has experience in massage therapy from 2014 to 2019. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors using model-driven investment strategies managed by third parties.

William Quayle Jr. is a financial advisor with Primerica Advisors in North Royalton, OH, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1980. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Timothy Hare is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His professional background includes roles at several companies across the food services and real estate sectors. He is a managing partner at TC Hare Realty, LLC and a partner in Nano Tech Products, Inc. and Restaurant Solutions Partners, Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based strategies overseen by unaffiliated asset managers. The firm supports advisors with custody and trade execution handled by Pershing and emphasizes a range of strategic and tactical investment models.

Rachel Nelson is a financial advisor with Primerica Advisors in Eau Claire, WI. She holds Series 63 and Series 65 licenses and has been with Primerica since 2025. Outside of her advisory role, she operates Momma Nelson Gifts, a business specializing in crochet gift and pattern sales. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure for its services.

Luis Barker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Primerica Financial Services since 2003 and has additional roles at PFS Investments Inc. and Shamrock Foods. Barker also engages in sales of investment-related products and receives compensation for referring home security, automation, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Hameeda Bello is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Primerica Financial Services since 2017. Outside of her advisory role, Bello is involved in real estate investing and sales through ownership and management of property-related businesses, and she also provides local pet sitting services. 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 using model strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial institutions.

Kyle Loch is a financial advisor with Primerica Advisors in Worthington, OH, holding 13 years of industry experience. He has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2009. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services 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 operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies and discretionary separately managed accounts.

George Cleland is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Primerica Advisors since 2020 and has prior experience in the healthcare sector with Northeast Georgia Health System and South Georgia Medical Center. Outside of advisory work, 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-based strategies and 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 for its investment services.

Michael Mercer is a financial advisor with Primerica Advisors in West Point, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to his advisory role, Mercer is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Jon Tamrod Sanders is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and has prior work experience with OGIA, Canon Solutions America Inc., and Ricoh USA. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and 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 and trading delegated to external specialists.

Patsy Ricau is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 27 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of her advisory role, Ricau is involved with Community Of Our Fathers Love and First Assist Services, 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 account options. The firm curates third-party asset managers and maintains oversight of its investment models, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Thomas Landrum is a financial advisor with Primerica Advisors in Ridgeland, MS, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has been with Primerica Advisors since 2013, with prior experience at Primerica Financial Services dating back to 2001. Outside of advising, he is involved in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-based strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.