Catherine Marino is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked at PFS Investments Inc. since 2011 and at Primerica Financial Services since 2007. Outside of her advisory work, Marino is a self-employed tutor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model focused on curated investment options with a tiered wrap fee structure.

Michelle Davis is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 65 and Series 63 licenses and having nine years of industry experience. Her career includes roles with Primerica Financial Services and Leon County Schools. In addition to advisory duties, she receives compensation for referrals related to home security and automation products as well as loan product sales through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including 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 strategies through model recommendations managed by third parties.

Rodger Deevers is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since 2018 and operates Deevers & Sons. Outside of finance, he is a published author and speaker on personal mental health experiences and the founder of The Lucky Enough Social Club. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Anthony Kayser 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 Primerica in various capacities since 1984. Kayser serves on the board of the Constitutional National Committee, an organization supporting elected officials who promote the Constitution. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and select separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process to curate investment models delivered via a wrap-fee structure.

Ronald Petrucci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1997 and has held roles at multiple firms including RMP & Associates and BMS CAT. In addition to his advisory work, he is involved in sales of loan products and home-related services through Primerica affiliates. 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 accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Andrew Simonds is a financial advisor with Primerica Advisors in Colorado Springs, CO, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has worked at Primerica Advisors since 2019 and has prior experience with PFS Investments Inc. from 2013 to 2017. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets and offers model-driven investment strategies supported by third-party asset managers and custodians.

David Roberts is a financial advisor with Primerica Advisors in Abilene, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of advisory services, he is involved in sales of 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 a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Krisdon Kussee 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 1995 and with Primerica Financial Services since 1994. Outside of his advisory role, Kussee is owner and president of Crusader Training Centers, Inc., a business related to his Primerica activities. 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 uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

Brian Teixeira is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2013. Outside of 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, which offers model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Caryn Olson is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and no prior industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2025, and has been employed at UHS Temecula Valley Hospital since 2008. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and serves approximately 3,698 advisors across 1,829 offices with about $15.5 billion in assets under management.

Richard Tuvell is a financial advisor with Primerica Advisors in Dayton, OH, holding a Series 63 designation and 16 years of industry experience. He has been associated with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory activities, he receives compensation for referrals related to home security and automation products, as well as loan product sales through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Eric Fishman is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2005. 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 primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Jason Bardin is a financial advisor with Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses and having 19 years of industry experience. He has worked at Primerica Advisors since 2007 and has a background in real estate with Keller Williams Realty Lake Cities from 2014 to 2019. In addition to his advisory role, he engages 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-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Mark Atkins is a financial advisor with Primerica Advisors in Shingle Springs, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1991. In addition to advising, he is involved in sales of home-related products through affiliated companies, including loan products and home security services. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm focuses on third-party manager selection and uses a tiered wrap-fee structure rather than fixed fees.

Javier Azcue is a financial advisor with Primerica Advisors in Miami, FL, holding a Series 65 designation and 12 years of industry experience. His prior work includes roles at Valuetainment and HBO Latin America Group. He is also involved in sales of non-investment 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 uses a tiered wrap fee structure as part of its investment approach.

Neal Andrews is a financial advisor with Primerica Advisors in Madison, WI, holding the Series 63 and Series 65 licenses and with seven years of industry experience. He has been affiliated with PFS Investments Inc. since 2018 and has worked with Primerica Financial Services since 2016. He also has teaching experience at Madison College spanning over 19 years. Andrews is involved in sales of loan products and home-related services through affiliate companies of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors as well as corporate and charitable clients. The firm uses model-driven investment strategies overseen by third-party managers and supports account custody and trade execution through established financial services providers.

Larry Rogers is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1983 and has been involved with Primerica Financial Services since 1982. Outside of his advisory role, Rogers volunteers with Kairos Prison Ministry International, Inc. 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 uses model-driven investment strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Ladarrion Hills is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 65 and Series 63 credentials and has worked with Primerica since 2016. In addition to his advisory role, he is involved in sales of loan products and home security and automation services 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 leverages model-delivery strategies managed by unaffiliated asset managers, with custodial and trade execution support provided by Pershing and BNY Mellon Advisors.

Jay Rogers is a financial advisor with Primerica Advisors in Bulverde, TX, holding Series 65 and Series 63 licenses and four years of industry experience. He has been with Primerica Advisors since 2022 and is also the owner of Yerecoin, LLC, a business involved in sales unrelated to investments. Additionally, Rogers is active with the Greater New Braunfels Chamber of Commerce in membership sales. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm utilizes model-delivery strategies managed by unaffiliated asset managers, offering a range of investment approaches while operating primarily in the individual investor market.

Connie Staggs is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and also has roles affiliated with Primerica Financial Services. Outside of her advisory work, she owns an e-commerce business and operates a YouTube channel focused on small business consulting topics. 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 offers a tiered wrap fee structure for its services.