Janet Larkin is a financial advisor at Primerica Advisors with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 1991. In addition to her advisory role, she is involved in sales of investment-related products and part-time referrals for home security and automation products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, providing model-delivery strategies and 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 for its services.

Michael Thorne is a financial advisor with Primerica Advisors in Afton, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with firms including PFS Investments Inc., Primerica Financial Services, Trex Corporation, and, most recently, DiGi Financial. Outside of his advisory role, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and custody support from BNY Mellon Advisors and Pershing.

Kevin Shank is a financial advisor at Primerica Advisors with 28 years of industry experience. He has been with Primerica Financial Services since 1993 and Primerica Advisors since 2007. Outside of his advisory role, he owns H + S One Enterprise, which is involved in low-income housing and housing rehabilitation investments. 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 uses an independent due-diligence consultant to evaluate asset managers and employs a tiered wrap-fee structure while maintaining oversight of its curated third-party investment models.

Kimm Schmitz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. Their work history includes roles at PFS Investments Inc., MAP & Associates, Primerica Financial Services, Quigley Tax Service, and serving in the Town of Polk. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as 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.

Aubrey Middleton Jr. is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1999. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, utilizing model-driven investment strategies supported by third-party asset managers and custodial services.

Jennifer Koegl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 1999. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading duties to BNY Mellon Advisors.

Michael Feinauer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1996. In addition to his advisory work, Feinauer has operated as a land surveyor for over 50 years and is involved in sales of loan products and home security 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 curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Noah Mcqueen is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes service in the U.S. Army from 2016 to 2025. Outside of advising, he engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and some corporate and charitable clients. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and operates with approximately 3,698 advisors and $15.5 billion in assets under management.

Sharon Lewis is a financial advisor at Primerica Advisors with 22 years of industry experience and holds Series 63 and Series 65 credentials. She has worked with Primerica Advisors since 1996 and operates a separate business, Fiscal Pink, LLC, which publishes children’s books. Primerica Advisors is a large firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that relies on model-delivery strategies managed by third-party asset managers, with discretionary separately managed account options and custodial support from Pershing.

Dawn Galbraith is a financial advisor with Primerica Advisors in New Philadelphia, OH, holding 12 years of industry experience. She has worked at Primerica Advisors since 2013 and has prior experience at Robert Allen Trucking and North Star Metals. Outside of her advisory role, she participates in the Isagenix supplement program and may receive reimbursements if others join. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of 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 for its services.

Maryam Maadan is a CFA® charterholder and financial advisor with Primerica Advisors in Houston, TX, with nine years of industry experience. She has worked at Primerica since 2017 and has held positions at Ensemble Health Partners and the Texas Commission on Environmental Quality. Outside of financial advising, Maadan is an author of multiple romance novels published and marketed on Amazon.com through her publishing company, Suntrust Inc. Primerica Advisors sponsors and manages 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 entities. The firm delivers advisory services using model-based investment strategies developed by unaffiliated asset managers and provides trade execution and custody support through Pershing and BNY Mellon Advisors.

Yomara Santiago is a financial advisor at Primerica Advisors with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. Santiago is also involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective discretionary separately managed accounts to individual and high-net-worth clients. The firm utilizes third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing.

Dean Sutton is a financial advisor with Primerica Advisors in Rolling Meadows, IL, 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. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Daniel Schmidt is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with Pfs Investments Inc and Primerica Financial Services since 2009. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets for individual, corporate, and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and provides various portfolio models, including those investing in cryptocurrency exchange-traded funds.

Kenneth Malczewski is a financial advisor with Primerica Advisors in Brookfield, WI, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005 and was previously involved with Cross Plains Brewing Company for nine years. He is also a 15% co-owner of Polski Investments, operating as Bull & Bear Associates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Evonne Kouri is a financial advisor with Primerica Advisors in Midlothian, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Her 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 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. The firm uses third-party asset managers vetted through an independent consultant and offers a tiered wrap fee structure rather than fixed fees.

Theresa Shivers is a financial advisor with Primerica Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Primerica Advisors since 2022 and at Primerica Financial Services since 2021. Prior to her financial career, she spent 28 years at Menards Inc. Outside of her advisory role, she is involved in sales of investment-related products and also receives compensation from affiliated companies for loan product sales and referrals related to home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Nora Nosaka is a financial advisor with Primerica Advisors in Long Beach, CA, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been with Primerica Advisors since 2019 and has been associated with Primerica Financial Services since 2016. Outside of investment advising, she is involved in the sale of loan products and home security and automation services through affiliated companies. 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 employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Alan Osaki is a financial advisor with Primerica Advisors in Seattle, WA, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. Outside of advisory work, he is involved in sales of investment-related products and also participates in referrals for home security and automation products 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 account options. The firm curates third-party asset managers and uses a wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Peter Lincoln is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Financial Services since 2016. Outside of his advisory role, he serves as president of Lincoln Construction Inc. 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 supports trade execution and account custody through BNY Mellon Advisors and Pershing.