Jaseth Bassaragh is a financial advisor with Primerica Advisors in Longview, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at PFS Investments Inc. since 2017 and Primerica Financial Services since 2013, along with self-employment as a notary in New York. He is involved in sales of investment-related products and also participates in the sale 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 separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Michael Works is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Primerica since 1998 and also has experience as a job site foreman with RW PRO Construction LLC since 2017. Additionally, he owns Works Financial Services, Inc., an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors alongside corporate and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Kyle Jones is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and five years of industry experience. His career includes roles at Brubaker Grain Inc., Carter Lumber, and Better Homes and Gardens Big Hill. Outside of his advisory work, Jones is active as a real estate agent with Exp Realty, handling residential property transactions. Primerica Advisors sponsors 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 managed by unaffiliated asset managers, supported by third-party custodians and overlay management.

Ernel Cabanero is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 65 and Series 63 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2009 and affiliated with Primerica Financial Services since 2003. Primerica Advisors sponsors and manages a wrap-fee asset management program 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 with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies and discretionary separately managed account options.

Aiden Mowry is a financial advisor with Primerica Advisors holding Series 63 and Series 65 designations. He has been with Primerica and its affiliate PFS Investments Inc. since 2026. Outside of finance, he is involved with The Healing and Wellness Center, where he has participated for five years. 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 corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and operates at a large scale with approximately 3,964 advisors and $15.5 billion in assets under management.

Kim Carver is a financial advisor at Primerica Advisors with 44 years of industry experience. She has been with Primerica Financial Services since 1981 and Primerica Advisors since 1989. In addition to her advisory role, Carver is involved in 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-driven investment strategies and discretionary management supported by third-party asset managers and custodians.

Shahen Mansourian is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Mansourian also receives compensation for referrals related to home security and automation products through affiliated companies. 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 uses third-party asset managers and emphasizes a percentage-based, tiered wrap fee structure.

Gina Haggard is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. She has been with Primerica Advisors since 2019 and also has experience at Primerica Financial Services dating back to 2018. Primerica Advisors 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 organizations. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Philip Sherman Bender is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2024. Prior to this, he was involved with Primerica Financial Services and Marketplace Chaplains, and he is also an owner of Brew City Pizza. Outside of advising, he works as a Lyft driver. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

George Gundersen is a financial advisor with Primerica Advisors in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at PFS Investments Inc. and Ocwen Financial Corporation. He is also involved in sales and referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily 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.

Kathleen Fischer is a financial advisor with Primerica Advisors in Horace, ND, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2002. In addition to advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and selectively managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered percentage-based wrap fee structure.

Sheila Matthews is a financial advisor with Primerica Advisors in Westport, MA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has worked with Primerica Advisors since 2014 and has experience at Brennan Financial Group and Lynn Durkin, CPA. Outside of her advisory role, she is involved with Matthews & Matthews, LLC, a non-investment-related business based in Boston. Primerica Advisors offers 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 with thousands of advisors and offices, delivering advisory services through model-driven recommendations and supporting a range of investment strategies managed by unaffiliated asset managers.

Emma Semones is a financial advisor with Primerica Advisors in Blacksburg, VA, holding Series 63 and Series 65 licenses and two years of industry experience. Her background includes roles at Primerica Financial Services and MR Real Estate, as well as prior work in physical therapy and education. She also engages in part-time sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of 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 distinct from fixed-fee billing.

Deanne Chrystal is a financial advisor with Primerica Advisors in Holderness, NH, holding Series 63 and Series 65 licenses and six years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019. In addition to her advisory role, she is an attorney with Chrystal Law, PLLC, where she has practiced since 2009, and she owns The Purrfect Inn, LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Elena Solano is a financial advisor with Primerica Advisors in Laredo, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Primerica Advisors since 2015 and has prior experience at Expeditors. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily 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 rather than fixed fees.

Tommy Tominna is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1995. 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, which includes model-delivery strategies and a limited number of 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, focusing on investment models implemented with oversight from BNY Mellon Advisors.

Charles Mendez is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007 and also maintains a long-term role with Roche Diagnostics beginning in 1998. Outside of his advisory work, Mendez is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Nathaniel Brown is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica Financial Services since 1998. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

William Nemetz is a financial advisor with Primerica Advisors based in Hamilton, GA. He holds Series 65 and Series 63 licenses and has 23 years of industry experience. Nemetz serves as Treasurer of The Primerica Foundation and is a board member of Zoo Atlanta. He also chairs the Primerica PAC Board of Directors. 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 manages approximately $15.5 billion in assets through model-driven strategies supported by third-party asset managers and custodians.

Robert Mcclinton is a financial advisor with Primerica Advisors in Spring Valley, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved in the sale of loan products and home-related 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, with portfolio implementation delegated to BNY Mellon Advisors.