Zachary Mitchell Jr. is a financial advisor with Primerica Advisors in Lafayette, LA, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes roles at PFSI Investments Inc. and Primerica Financial Services, along with experience in education at South Louisiana Community College and the Iberia Parish School Board. Primerica Advisors sponsors 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 clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies and supported by custodial and trade execution partnerships.

Stefanie Peoples is a financial advisor with Primerica Advisors based in Lakewood, OH, holding a Series 63 designation and 13 years of industry experience. She has been with Primerica Advisors since 2013 and also works with Kelly Services. Outside of her advisory role, she is involved in referrals for home security and automation products through an affiliated company. Primerica Advisors manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies developed by unaffiliated asset managers and offers discretionary management supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Gwendolyn Smith is a financial advisor with Primerica Advisors in Slidell, LA, holding a Series 63 designation and 20 years of industry experience. She has worked with Primerica Advisors since 2006 and Primerica Financial Services since 2004. Outside of her advisory role, she owns Gwendolyn Smith & Associates, a business based in Service, RD, LA, and is involved in sales and referrals for home security, automation products, and loan services through 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, as well as corporate and charitable clients. The firm employs model-driven investment strategies and provides advisory services through a large network of financial advisors.

Erik Ireland is a financial advisor at Primerica Advisors in Madison Heights, MI, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 1991. Outside of advising, he serves as a trustee for his mother and is a member of Business Network International. 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 accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Wanda Wallace is a financial advisor with Primerica Advisors in Prattville, AL. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Wanda has been affiliated with PFS Investments Inc. since 2002 and Primerica Financial Services since 1992. She also engages in sales of loan products and home security services through affiliated companies. Primerica Advisors offers 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 using model-driven investment strategies managed by unaffiliated asset managers.

Rett Summerville is a financial advisor with Primerica Advisors in Sumter, SC, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he serves as a personal representative for settling an estate in Sumter, SC, and is the owner of The Ruins Plantation in the same area. 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 delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Kevin Garnick is a financial advisor at Primerica Advisors with 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. His credentials include Series 63 and Series 65 licenses. In addition to 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, which offers 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.

Ray Long is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1989. In addition to his advisory role, he is involved in the sale of investment-related products and receives compensation for referring home security and automation services. 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 operates nationally with approximately 3,948 advisors and utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

Lois Baker is a financial advisor with Primerica Advisors in Pottstown, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Primerica Advisors since 2002 and has worked with Primerica Financial Services since 1992. Outside of advising, she is involved in the sale of home security and automation products through part-time referrals with affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered fees and model oversight.

Cornelius Lecounte is a financial advisor with Primerica Advisors in Miami, FL, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has worked at PFS Investments Inc. since 2009 and at Primerica Financial Services since 2007. His background also includes 14 years of service at the Dade County Courthouse. In addition to his advisory role, he receives compensation for referrals of home security, automation products, and loan products through affiliated companies. 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, along with corporate and charitable clients. The firm operates at scale with a range of model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Lisa Vacante is a Series 65–licensed financial advisor with Primerica Advisors in Duluth, GA, and has 21 years of industry experience. She has been affiliated with Prim Finan SRVS since 1990, totaling 36 years in related financial services. Her other business activities include management and operations of investment-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight and authority over the investment models offered.

Ioan Peia is a financial advisor with Primerica Advisors in Anaheim, CA, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of his advisory role, he is a member of Organized Chaos Studios LLC and co-founder of the 24/7 National Strategic Prayer Call. 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 accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jihye Chang is a financial advisor with Primerica Advisors in Bellerose, NY, holding Series 63 and Series 65 registrations and four years of industry experience. Her prior work includes multiple terms with PFS Investments Inc. and Primerica Financial Services. 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 employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Janice Massey is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 33 years of industry experience. She has been with Primerica Advisors since 1992 and has operated Massey's Financial Services since 1989. In addition to her advisory role, she is involved in the sales of loan products and home security 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 for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Aram Gamboa is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked with PFSI Investments Inc. since 2018 and Primerica Financial Services since 2016, with prior experience at Kaiser Permanente from 2015 to 2018. 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, delivering advisory services through a large network of advisors who present model-based investment recommendations supported by third-party asset managers, with an emphasis on strategic and tax-managed approaches.

Thomas Suchocki is a financial advisor with Primerica Advisors in Cheektowaga, NY, holding a Series 63 designation and 38 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1987. Outside of his advisory role, he is co-owner with his sister of a beach house in Canada. 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 accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Amy Riddle is a financial advisor with Primerica Advisors in Carroll, IA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. Outside of finance, she has been involved in managing a hair stylist business since 1989. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

E Regnier is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked at the US Census Bureau in 2020. Outside of advisory work, Regnier is involved in sales of loan products and home-related services through affiliated Primerica 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 accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized investment solutions rather than institutional pension or profit-sharing plan management.

Markus Hunter is a financial advisor with Primerica Advisors based in Traverse City, MI. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Hunter has worked at PFS Investments Inc. since 2017 and has been affiliated with Primerica Financial Services since 2010. Outside of his advisory role, he is the owner and partner of Hunter Technology Consulting. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Joseph Cardino Jr. is a financial advisor with Primerica Advisors in Copiague, NY, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of advising, he is involved in managing a Primerica-related legal entity and owns a company that leases office space for Primerica operations. Primerica Advisors offers discretionary asset management 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 while maintaining oversight of its investment models.