Keino Robinson is a financial advisor at Primerica Advisors with one year of industry experience. His background includes roles at Primerica Financial Services, The Assurance Group, and Modern Woodmen of America. Outside of finance, he is involved with The Burning Sands by Alicia, a venture he has participated in for three years. 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 delivers advisory services through a large network of advisors and utilizes model-based investment strategies managed by third parties.

Michael Szabad is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. His background includes service in the CA Army National Guard since 2015 and work with the Counterdrug Task Force from 2022 to 2024. He also has experience in hospitality with Murietta Inn & Spa and in business with LumaGlow. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including 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.

Katherine Jargo is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has been with Primerica Advisors since 2006 and Primerica Financial Services since 2005. Outside of her advisory role, she owns and operates Kate Mitchem Photography in Bristow, VA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure.

Michael Gary is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since the mid-1990s. In addition to his advisory role, he is involved 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 entities. The firm delivers advisory services through a large network of advisors and utilizes model-delivery strategies managed by third-party asset managers.

Bradley Stokke is a financial advisor with Primerica Advisors in Eau Claire, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies and owns Stokke Enterprises, LLC, established for Primerica business purposes. 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 discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment offerings.

David Reis is a financial advisor with Primerica Advisors in Waukee, Iowa, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since 2015. In addition to advisory services, he is involved in the 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-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports accounts with BNY Mellon Advisors and Pershing custody and clearing services.

Gurpreet Kaur Singh is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. She has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of her advisory role, she is president of Singh & Associates Inc., an investment-related entity affiliated with Primerica. 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 offers model-driven investment strategies supported by third-party managers and custodial services.

Dan Chu is a financial advisor with Primerica Advisors in Rosemead, CA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1988 and previously worked at In Home Solution Services from 2018 to 2022. Outside of advisory work, he 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, 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 investment solutions.

Brian Cartland is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has eight years of industry experience, including prior roles at PFS Investments Inc. and a business development position with the Business Development Board of Palm Beach. Outside of his advisory work, Cartland is the author of "Sharp Iron Study-Book of James." Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through model-based strategies managed by unaffiliated asset managers and operates a large network of advisors with approximately $15.5 billion in assets under management.

George Hill is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PFS Investments Inc. since 2009. Outside of his advisory role, Hill is involved in health insurance sales as a proprietor, works in online customer service, and serves in guest relations at the Infinite Energy Center. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Travis Vance is a financial advisor with Primerica Advisors in Springdale, OH, holding seven years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and has been involved with Fairfield Local Schools since 2008. Outside of his advisory role, he tutors through Wyzant and is engaged in sports betting as a personal business activity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of its model offerings.

Andrew Goins is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as work with In Home Supportive Services, Uber, and Lyft. He is involved in sales of investment-related products and also engages in part-time referrals for 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 separately managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and retains authority over model availability, using independent due diligence and delegated trading by BNY Mellon Advisors.

Robin Lewis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2012. Outside of advisory work, he serves as an office manager for Jodie Banks, LLC and works as an independent contractor with Custom Benefit Plans. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies with a range of tactical and strategic approaches. The firm operates at scale with thousands of advisors and offices and utilizes third-party asset managers along with BNY Mellon Advisors and Pershing for trade execution and custody.

Sue Bowman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2003. Outside of her advisory role, she is involved in sales of non-investment home-related services through affiliated companies. 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 uses model-delivery strategies managed by unaffiliated asset managers.

Hannah Evans is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 65 and Series 63 credentials and six years of industry experience. She has been with PFS Investments Inc. since 2020 and Primerica Financial Services since 2018. Outside of finance, she has operated a business called Homemade by Dorothy for ten years. 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 employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Victoria Esarey is a financial advisor with Primerica Advisors in Lebanon, NJ, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her career includes roles at Faneuil Inc and long-term engagements with PFS Investments Inc and Primerica Financial Services. She is involved in sales of investment-related products and also receives compensation for referrals related to mortgage loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional or pension plan services.

Julianna Lopes is a financial advisor with Primerica Advisors in Crofton, MD, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors since 2003 and has prior experience at Arbonne from 2016 to 2019. In addition to her advisory role, she is a self-employed instructor for pre-licensing classes for PFS agents and an author. 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 curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Joyclen Prevost is a financial advisor with Primerica Advisors in New Orleans, LA, holding a Series 63 designation and over 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, she is a book author with Joyce Prevost Enterprise and owns Kennedy's Global Enterprise. 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.

Terrell Matthews is a financial advisor with Primerica Advisors in Calverton, MD, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2012 and has been associated with the U.S. Patent & Trademark Office since 2005. Outside of his advisory role, he owns Matt-Hew Consulting LLC, where he serves as a Certified Divorce Financial Analyst. 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. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Searsann Hidalgo is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2017. Prior to her financial services career, she spent nine years in the pharmaceutical industry at Boehringer Ingelheim Pharmaceuticals and two years at Taro Pharmaceutical. Hidalgo also owns Envi$ionaire$ Bookeeping & Tax Solutions, a tax preparation and accounting services business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and partners with third-party asset managers and BNY Mellon Advisors for portfolio implementation.