Michael Newman is a financial advisor with Primerica Advisors in Maumee, Ohio, holding 20 years of industry experience. He has been affiliated with Primerica since 1999 and has operated Newman Financial since 2020. In addition to his advisory role, he engages in 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 selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Kevin Rojas is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Financial Services and Primerica Advisors since the early 1990s. 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 account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Robyn Sherman is a financial advisor at Primerica Advisors with three years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes ten years at American Express Co. and ongoing roles with Primerica Financial Services since 2016. In addition to advising, Sherman receives compensation for referrals related to home security and automation products through affiliated companies. 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 third-party asset managers and supports account custody and trade execution with established custodians.

James Cooper is a financial advisor with Primerica Advisors in Blacksburg, VA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at G J Hopkins and PFS Investments Inc. Outside of advising, he owns and operates a handyman services business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm operates at scale with thousands of advisors and employs model-driven investment strategies supported by third-party asset managers and custodians.

Renee Jenkins is a financial advisor with Primerica Advisors in Woodstock, GA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at The Avenue Agency and the Georgia Department of Labor. Outside of financial advising, she is involved in acting, dedicating significant time monthly to this activity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Ong is a financial advisor with Primerica Advisors in Carson, CA, holding Series 63 and Series 65 designations and over 22 years of industry experience. He has been with Primerica Advisors since 2002 and has worked with Primerica Financial Services since 2000. In addition to his advisory role, he 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 account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on non-institutional client portfolios.

David Moyston is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been affiliated with PFS Investment Sinc and Primerica Financial Services since 2016. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-driven strategies and discretionary separately managed accounts supported by BNY Mellon Advisors and Pershing. The firm operates at scale with over 3,900 advisors and approximately $15.5 billion in assets under management.

Nancy Anderson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2000. 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 through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered, percentage-based wrap fee structure.

James Judd is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pfs Investments, Inc. since 2012 and Primerica Financial Services since 2008. In addition to his advisory role, he 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 for its services.

Jeffrey Milne is a financial advisor with Primerica Advisors in Las Cruces, NM, holding a CFP® designation and Series 63 and 65 licenses. He has nine years of industry experience and a background that includes roles at CMJ Financial Group, PFS Investments Inc., and The Prudential Insurance Company of America. His other business activities include part-time sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-driven strategies created by unaffiliated asset managers and offers a variety of investment approaches, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Walter Sticker is a financial advisor at Primerica Advisors in Killeen, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Primerica Financial Services, Tim Thompson/Farmers Insurance, Combined Insurance, and AFlac. Outside of his advisory work, he serves as a sports official for the Texas State Officials Association, committing approximately 16 hours per month. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure while maintaining oversight of model selection and implementation.

Patrice Wells Sowah is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has worked with PFS InvestmentS Inc. since 2009 and was employed by the State of Maryland Department of Juvenile Services from 2008 to 2019. Her business activities include the sale of investment-related products and referral of home security and automation 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 uses a tiered wrap-fee structure for its services.

Ralph Dougherty is a financial advisor with Primerica Advisors, holding a Series 63 designation and 43 years of industry experience. He has worked with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he operates Ralph & Harriet Dougherty, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively 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 rather than fixed fees.

Jonas Woike is a financial advisor with Primerica Advisors in Ocala, FL, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Primerica, he worked at Uber and Network Capital and has been involved with Safer at Home LLC since 2018. He also has experience in non-investment-related sales through affiliated Primerica entities. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Guy Murray is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at PFS Investments Inc., Northwestern Mutual Investment Services LLC, Raymond James and Associates, and Primerica. Outside of financial advisory work, he was involved with Action Hurricane Shutters for several years. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach with discretionary management support, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Rodrick Logan is a financial advisor with Primerica Advisors in Duncanville, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1997. In addition to advisory work, he owns Logan GCT Enterprises LLC, an entity formed for Primerica business purposes. 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 offers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Mark Laville is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been affiliated with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. 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, delivering model-based investment strategies supported by third-party asset managers and custodians.

Deborah Starnes is a financial advisor with Primerica Advisors in College Station, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior work includes positions at PFS Investments Inc. and Texas A&M University. She also has involvement in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with a model-driven investment approach supported by third-party asset managers and offers a range of strategic, tactical, and income-focused model portfolios.

Peggee King is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2008. Outside of her advisory role, she is involved 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 a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees rather than fixed fees.

William Santoriello is a financial advisor with Primerica Advisors based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His work history includes roles at Westgate Recruiting, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory role, he assists with property management on a part-time basis. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.