Patrick Taylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at PFS Investments, Inc. since 2008 and Primerica Financial Services since 2006. In addition to his advisory role, Taylor is involved in the sale of loan products and home-related 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 selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its investment solutions.

Azucena Hinojosa Diosdado is a financial advisor at Primerica Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica since 2008. In addition to advisory work, she is a registered tax preparer and engages in related services outside of securities trading hours. Primerica Advisors primarily serves 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 utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Brian Hurst is a financial advisor with Primerica Advisors in Wellington, OH, holding seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2017 and has owned Custom Metal Designs LLC since 2020. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options within a wrap-fee structure.

Valerie Kirchhoff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. Her background includes roles at PFS Investments Inc. and Primerica Financial Services, along with diverse experience in the service and retail sectors. She is also involved in sales of non-investment home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based strategies with custody and trade execution support from Pershing and BNY Mellon Advisors.

Stephen Ulmer Jr. is a Series 63 licensed advisor with Primerica Advisors in Copiague, NY, with 28 years of industry experience. He has worked at Primerica Advisors since 1998 and has held roles at PFS University and Ahold Supermarkets. Outside of his advisory work, he is involved in sales of loan products and home security and automation referrals through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies managed by third-party asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Alicia Smith is a financial advisor with Primerica Advisors in Pearland, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at Primerica Advisors, PFSI Investment Inc., and Jordan Cove LNG, LLC. She also receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by custodial and trade execution services from Pershing and an overlay manager.

Robbie Hicks is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes roles at PFS Investments Inc., LVPG, Primerica Financial Services, and SLPG. Outside of his advisory role, he is involved in selling loan products and referring 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 operates on a large scale with thousands of advisors and offices, offering model-based investment strategies managed by third-party asset managers.

Michael Slobodow is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Samson Distributing for 14 years and ongoing self-employment since 1998 alongside his long-term affiliation with Primerica since 1997. Outside of investment advising, he is involved in sales of loan products and home-related services through Primerica-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 emphasizes a tiered wrap-fee structure and curates third-party asset managers for portfolio implementation.

Bryan Mcclure is a financial advisor with Primerica Advisors in Gilbert, AZ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003 and is currently involved with the Town of Queen Creek since 2023. Outside of advisory work, he owns BAM Enterprises, LLC, a legal entity formed to support his Primerica business activities, and engages in referral work related to home security and automation products. 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 portfolio strategies managed by unaffiliated asset managers and supported by custodial and trade-execution services from BNY Mellon Advisors and Pershing.

Daniel Sabroff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2000 and 2001 respectively, and has been involved with Laserwords, US Inc. and Straive since 1988. Outside of investment advising, he earns compensation through the sale of loan products and referrals for home security and automation services with affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Mark Landskroner is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include six years at J.P. Morgan Securities and JPMorgan Chase Bank, as well as two years with Citizens Bank and Citizens Securities. Outside of advisory services, he also engages in sales of loan products and home security and automation referrals for affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by an overlay manager and custody providers. The firm operates on a large scale with approximately 3,961 advisors and offers a range of strategic investment models, including those incorporating exchange-traded funds focused on cryptocurrency.

Bart Vannucci is a financial advisor with Primerica Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Primerica Advisors since 1991 and has additional involvement with the UC Davis Equestrian Center and the University of California Davis. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts supported by third-party managers and custodians.

Frederick Klunk II is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior work includes roles at Rite Aid Corporation, Unity Technologies, Leidos, and the Commonwealth of Pennsylvania. He is involved in sales of investment-related products and provides referrals for home security and automation services through affiliates of PFS Investments Inc. 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 offers a wrap-fee asset management program employing model-based strategies developed by unaffiliated asset managers, supported by discretionary management, trade execution, and custody services.

Dennis Way is a financial advisor with Primerica Advisors in West Des Moines, IA, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in selling home security and automation products through affiliated companies and holds ownership interests in several related business entities. 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 via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Sandra Whitmer is a financial advisor with Primerica Advisors based in Bonita Springs, FL, holding Series 63, Series 65, and Series 66 licenses, with three years of industry experience. Prior to her current role, she worked at Spica Up English School and WAC Tile & Marble Inc. She has additional involvement in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm delivers advisory services at scale through model-driven investment strategies supported by third-party asset managers and custodians.

John Witri is a financial advisor with Primerica Advisors in Lakewood, Ohio, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of advisory work, he has served as an independent contractor for 3M Cogent, Inc., a non-investment related role. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides 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 portfolio implementation delegated to BNY Mellon Advisors.

Bethuel Taylor is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Primerica Financial Services since 2009 and PFS Investments Inc. since 2010. Outside of his advisory role, he serves as an officer of Taylors Enterprises International, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Ricky Kuhlman is a financial advisor with Primerica Advisors in Olathe, KS, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with Primerica Advisors since 2003 and with Primerica Financial Services since 2001. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies and owns Kuhlman International, LLC, a legal entity formed for Primerica business purposes. 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 uses a tiered wrap fee structure rather than fixed fees.

Renae Johnson is a financial advisor with Primerica Advisors in Decorah, IA, holding Series 65 and Series 66 credentials and 17 years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2009, as well as positions in various other organizations such as Wartburg College and Sparboe Foods. In addition to advisory services, she receives compensation for the sale of loan products and referrals related to home security and automation through affiliated companies. Primerica Advisors manages 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 utilizes model-delivery strategies created by unaffiliated asset managers and offers a range of investment approaches supported by third-party custodians and overlay managers.

Michael Hutkowski is a financial advisor with Primerica Advisors in Canton, OH, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Massillion Digital Academy and Massillon City Schools. He also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.