Kevin Washington is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies created by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management.

Felicia Taylor is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies and owns FelMar & Associates, Inc., which operates primarily for Primerica business purposes. 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 account options. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Kelly Prusz is a financial advisor with Primerica Advisors in Eugene, OR, holding Series 63 and Series 65 licenses and over 22 years of industry experience. Prior to joining Primerica Advisors in 2018, Kelly worked at Legacy Financial Services, Capital Financial Services, Inc., and PFS Investments Inc. Outside of financial advising, Kelly owns two local small businesses in Eugene, OR: Oh My Mini Donuts and Sweet Bay Shave Ice, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and 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, focusing on client portfolio management rather than institutional or pension plan services.

Neal Chiprean is a financial advisor with Primerica Advisors in Stow, Ohio, holding a Series 63 designation and seven years of industry experience. He has worked at Primerica Advisors since 2019 and previously held roles at Primerica Financial Services and Verizon Wireless. Outside of finance, Neal is a musician and serves as a low brass instructor with Crossmen Productions. Primerica Advisors is a 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 accounts. The firm offers model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Grace Kilgore is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica since 2015. Outside of her advisory role, she operates an Amazon Store Front, for which she receives paid commissions. 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 curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Jean Wollesen is a financial advisor with Primerica Advisors in Boynton Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. In addition to her advisory role, she is involved in sales of loan products and home security and automation services 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 employs a wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

George Martonik Jr. is a financial advisor at Primerica Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Financial Services and Primerica Advisors since 1985. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services 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 uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

James Sebastian is a financial advisor with Primerica Advisors in Cincinnati, Ohio, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1996 and has served on the Butler County Board of Elections since 2016. Outside of his advisory role, he is involved in raising and selling feeder calves. 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 operates at scale with approximately 3,987 advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Jared Sanchez is a financial advisor with Primerica Advisors in Santa Clara, CA, 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 his advisory role, he consults part-time for Rivel Athletics, an athletic clothing company. 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 selection of separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on non-institutional portfolios.

Christopher Ardito is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at PFS Investments Inc., Primerica Financial Services, CDPHP, Memory Gardens, Elemental Landscape, Muhlenberg College, and the Guilderland School District. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

David Semga is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 credentials. He has experience working in financial services since 2024 and previously held teaching positions at several schools. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

David Ramos is a financial advisor with Primerica Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked with Primerica Advisors since 2014 and was previously associated with AmeriHope Alliance Legal Services for 14 years. Outside of advisory roles, Ramos owns Ramos Financial Network, which operates for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, operating primarily through a tiered wrap-fee structure.

Robert Larson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. In addition to his advisory role, Larson receives compensation related to mortgage loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through nearly 3,700 advisors and employs model-driven investment strategies supported by third-party managers and custodians.

Corey Moore is a financial advisor with Primerica Advisors in Hiawatha, IA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Primerica Advisors since 2023 and has prior experience at Primerica Financial Services, Collins AeroSpace, and Transamerica Retirement Solutions. Outside of his advisory role, he is involved in sales of non-investment products, including mortgage loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of 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.

James Oldham is a financial advisor with Primerica Advisors in Denison, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, Oldham operates a tax preparation business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary 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, focusing on retail investors rather than institutional or pension plan clients.

Eugene Schaffer is a financial advisor with Primerica Advisors, holding a Series 63 designation and four years of industry experience. He has been with Primerica Advisors since 2021 and has a long tenure at Pepperidge Farm Inc. dating back to 1987. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively 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.

Jeff Hoyer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been affiliated with Primerica in various capacities since 2013. Outside of his advisory work, he plays guitar as a part-time activity and also works as a part-time driver for a rideshare service. 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 employs model-based investment strategies managed by third-party asset managers.

Dawn Mazeikis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials. She has experience with PFS Investments Inc. and Primerica Financial Services since 2025. Prior to her career in financial advising, she spent over two decades managing James Street Inn Restaurant & Catering and was involved with Keller Williams Lakeshore and Blueprint Dentistry. 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 offices, offering model-based investment strategies primarily managed by unaffiliated asset managers.

Donna Slater is a financial advisor with Primerica Advisors in Tequesta, FL, holding Series 65 and Series 63 credentials and five years of industry experience. She has worked with PFS Investments Inc. since 2020 and has been involved with Primerica Financial Services since 2011. Outside of her advisory role, she is connected to Primerica Mortgage and Primerica Client Services, where she engages in selling loan products and referring home security and automation services. 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 manages a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Fredrick Bush II is a financial advisor with Primerica Advisors in Zeeland, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2015 and 2016 respectively, and also has a long-term role with JCI/YanFeng since 2004. Outside of investment advising, he is involved in the sale of loan products and home-related services through Primerica affiliates. 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 under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes trading delegation to BNY Mellon Advisors.