Mark Sullivan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has been with Primerica Advisors since 1989 and has operated a remodeling construction business since 2001. Prior to that, he worked for Carpenters Local #82 for 25 years. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary 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.

Mark Jones is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been associated with PFS Investments Inc. since 1997 and Primerica Financial Services since 1992. Outside of his advisory role, Jones is involved in selling loan products and home security services through affiliated companies and owns a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

Kardia Pinckney is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2004. Pinckney also serves as President of Ideal Youth Inc., a nonprofit organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Daniel Boylen III is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses. He has served in the United States Air Force from 2014 to 2023 and has been working in the financial services industry since 2023. His prior work includes roles at CTEC, Primerica Financial Services, and PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-delivery approach and discretionary separately managed accounts supported by third-party asset managers and custodians, operating at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Tommy Bowers is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Financial Services since 1999. Outside of his advisory role, he is involved in the management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, using an independent due-diligence consultant and delegating trading responsibilities to BNY Mellon Advisors.

Vishnu Persaud is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advising, Persaud is involved in the sale of loan products and home-related services through affiliated companies and owns a vacation home rental business in Galveston, TX. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on a tiered wrap fee structure.

Thomas Pfeiffer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of his advisory role, he operates TP Marketing Solutions as a self-employed marketing consultant. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering various model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a percentage-based, tiered wrap fee structure and curates third-party asset managers while maintaining oversight of its investment models.

Luis Villa Rojas is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2023. Outside of financial advising, he is involved with Professional Auto Transport. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary 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 for its services.

Steven Dekoning is a financial advisor with Primerica Advisors in South Haven, Michigan, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with PFS Investments, Inc. and Primerica Financial Services since 2010. Outside of his advisory role, he owns and manages a real estate investing business. 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 account options. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

David Thomas is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s. Thomas 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-driven strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers tiered wrap-fee solutions rather than fixed fees.

Angele Gerten is a financial advisor with Primerica Advisors in Summerville, SC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with PFS Investments Inc. since 2016 and with Primerica Financial Services since 2003. Gerten is also the owner of Gerten & Associates, LLC, which is used for Primerica business purposes. Primerica Advisors is a large-scale firm serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies developed by unaffiliated asset managers and offers a range of portfolio models including those focused on cryptocurrency exposure.

Anya Bradford is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2009. Bradford is involved with ABK Group, LLC, a legal entity she manages for Primerica business purposes, and receives compensation for referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and offers a variety of investment models, including options with cryptocurrency exposure.

David Cooper is a financial advisor with Primerica Advisors in Eldersburg, MD, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2013 and has previous experience with Carroll County Government. His business activities include sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers and supported by Pershing custody and BNY Mellon Advisors. The firm operates at scale with thousands of advisors and offices, primarily focusing on individual investors rather than institutional clients.

Dawne Polsinelli is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Primerica Advisors since 2000 and has worked with Primerica Financial Services since 1989. In addition to her advisory role, she is involved in referral activities for home security and automation products and manages crypto investing within a personal Roth IRA. 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 custody and trade execution services through Pershing and Primerica Brokerage Services.

Dylan Culberson is a financial advisor with Primerica Advisors in Flowood, MS, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Nissan North America and Kelly Services Inc. Outside of traditional advisory activities, he engages in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies complemented by discretionary separately managed account options.

Gerard Turiano is a financial advisor with Primerica Advisors, holding the Series 63 designation and bringing 13 years of industry experience. He has been associated with PFS Investment Inc. since 2014 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for 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 at scale through model-delivery strategies created by unaffiliated asset managers, supported by third-party custody and trade execution providers.

Kwasi Jenkins is a financial advisor at Primerica Advisors in Chicago, IL, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2005, including his current role at Primerica Advisors since 2024. Jenkins has prior experience at Mitsubishi HC Capital America, Quontic Bank, and BMO Harris Bank. In addition to advisory services, he also engages in sales of loan products and referrals for home security and automation services affiliated with Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,977 advisors and $15.5 billion in assets under management, delivering model-driven portfolio recommendations and a range of strategic and tactical investment options.

Juan Uribe is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, he is involved in 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 discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and offers a wrap-fee structure with an operational model that includes ongoing oversight of manager selection.

Aaron Halterman is a financial advisor at Primerica Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica since 2008. Prior to his advisory role, he spent three years working at Westmoreland Middle School. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program driven by model-delivery strategies from unaffiliated asset managers and operates a large network of advisors and offices.

C Jai Campbell is a financial advisor at Primerica Advisors in Gillette, WY with 10 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors and Primerica Financial Services since 2016. Prior to his current role, he was employed at High Glass Window Cleaners from 2017 to 2020. Campbell also operates a business under CJai Campbell and is involved in the sale of home-related products such as loan services and home security referrals. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that emphasizes model-delivery investment strategies managed by unaffiliated asset managers. The firm supports a large network of financial advisors and offers various strategic, tactical, and tax-managed models, including recently added options with cryptocurrency exposure.