Robert Gerren is a financial advisor with Primerica Advisors holding a Series 66 credential and one year of industry experience. His prior work includes roles at Bankers Life Securities, Primerica Financial Services, and DoorDash, where he also works as a Dasher on a part-time basis. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based portfolio strategies managed by third parties.

Chance Bush is a financial advisor with Primerica Advisors in Apopka, FL, holding a Series 65 credential and three years of industry experience. His career includes roles at National Staffing Solutions and Primerica Financial Services. Outside of advisory work, he is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model-based recommendations managed by unaffiliated asset managers.

Angela Simon is a financial advisor with Primerica Advisors in Oshkosh, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Primerica Advisors since 2017 and has been affiliated with Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for 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.

Stephen St Jean is a financial advisor with Primerica Advisors in Bath, ME, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. 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, offering model-delivery strategies and a limited number of separately managed accounts 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.

Rebecca Majewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. She is also the owner and treasurer of Dynamo Polyurethane Systems. Majewski has a long association with Primerica Financial Services dating back to 2002 and has been with Primerica Advisors since 2021. Primerica Advisors offers 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, providing a range of investment models implemented by BNY Mellon Advisors.

Clay Schweitzer is a financial advisor with Primerica Advisors in Gillette, WY, holding Series 63 and Series 65 registrations and five years of industry experience. His prior work includes roles at AT&T and PFS Investments Inc., as well as ongoing involvement in sales of investment and loan products and referrals for home security and automation services with 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, along with some corporate and charitable clients. The firm employs model-delivery strategies developed by third-party asset managers and supports trade execution and account custody through established financial services providers.

Richard Candor is a financial advisor with Primerica Advisors, holding a Series 66 designation and six years of industry experience. He has worked in education with Berkeley County and Dorchester District school systems and has been affiliated with Primerica Financial Services since 1988. Candor also engages in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts. The firm focuses on curated third-party asset managers and utilizes a tiered wrap fee structure.

William Woughter Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with PFS Investments Inc. and Primerica Financial Services since 2005 and 2006, respectively. In addition to investment-related work, he is involved in sales and referrals related to mortgage products, home security, automation, and other home services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by third parties and supports advisory services through a nationwide network of over 3,600 financial advisors.

Moira Brennan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Her work history includes roles at Brennan Financial Group, PFS Investment Inc., and Primerica Financial Services. She also has involvement in sales of loan products and home-related services through Primerica Mortgage, LLC and a related affiliate. Primerica Advisors sponsors 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 and employs model-delivery strategies managed by unaffiliated asset managers.

Gary Mittelsteadt is a financial advisor with Primerica Advisors, holding a Series 63 designation and 38 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1997. His other business activities include part-time sales 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 separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Brianna Thomas is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 license and 11 years of industry experience. She has worked with Primerica Advisors since 2014 and has prior experience at UPS and Creative Cuisine. Outside of her advisory role, she is involved in a construction business, Pure Remodeling, based in Grove City, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients, primarily as a wrap-fee solution rather than for institutional pension or profit-sharing plans.

Stephen Streets is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Primerica Financial Services since 2014. His other business activities include management and operations related to investment products. 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 account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Patrick Moor is a financial advisor with Primerica Advisors in Noblesville, IN, holding the CFP® designation and securities licenses Series 63 and Series 65. He has 22 years of industry experience and has been with Primerica Advisors since 2003. Outside of his advisory role, he operates an online business selling items through eBay on a part-time basis. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Gustavo Gonzalez is a financial advisor with Primerica Advisors in Santa Rosa Beach, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Primerica Financial Services and PFS Investments Inc. since 1999. Outside of advisory work, he has involvement with Freedom Hierarchy, LLC, an investment-related 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 separately managed account options primarily 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.

Matthew White is a financial advisor with Primerica Advisors in West Chester, OH, holding seven years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, along with involvement in educational and community organizations such as Great Oaks Career Campuses and Miami University Regionals. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves 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 services.

Marc Wilson is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2021 and has worked in related roles at Primerica Financial Services since 2020. Outside of his advisory work, he has been involved with Imhotep Institute Charter High School since 2001. 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 curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Mark Kohnke is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has a long-standing tenure with Primerica, beginning in 2000 across several affiliated entities, and previously worked at Travel Centers of America. Outside of his advisory role, Kohnke owns a delivery service business and has worked as an Uber driver. Primerica Advisors is the sponsor and discretionary portfolio manager of 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 uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established third parties.

Carla Jones is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2004, and previously spent seven years at Roberts Family Early Childhood Daycare. Outside of her advisory role, she manages the online presence for Shipman’s Pharmacy in Hempstead, NY. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on personalized portfolio management rather than institutional plans.

Iryna Shepeta is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses. She has been with Primerica and its affiliate, PFS Investments Inc., since 2025. Prior to her advisory roles, she was self-employed from 2015 to 2017 and did not work in the industry from 2017 to 2025. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and offers a range of investment models, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Wendy Larson is a financial advisor with Primerica Advisors in Meridian, Idaho, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at Primerica Advisors since 2020 and held various positions within the Brigham Young University system from 2015 to 2020. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports clients with trade execution and custody services through established financial institutions.