Leon Elcock II is a financial advisor with Primerica Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at PFS Investments Inc and Primerica Financial Services since 2016, as well as positions at Sandoz, Inc and ALN Vending, LLC. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. 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 curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Kimberly Bethea is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with one year of industry experience. Her work history includes roles in healthcare and education organizations such as AHRC Nassau and Amityville Public Schools, alongside nearly three decades with Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and employs model-driven investment strategies supported by third-party asset managers and custodians.

Angela Carrizales is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and six years of industry experience. She has been with Primerica Advisors since 2019 and also has experience with Pfsu and Humble ISD. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies and manages real estate investments as a member of Paving the Way Properties, LLC. Primerica Advisors is a large institutional firm that offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides custodial and trade execution services through Pershing.

Maria Cassagnol is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and eight years of industry experience. Her work history includes roles at Brighton, PFSI Investments Inc., Home Depot, and Primerica Financial Services. Outside of her advisory duties, she is involved in managing a peer-to-peer rental hosting business. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for 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-based recommendations created and managed by third-party asset managers.

Josephine Lee is a Series 63 licensed financial advisor with Primerica Advisors, based in Cheyenne, WY. She has 10 years of industry experience and has been with Primerica Advisors since 2015. Outside of her advisory role, she owns Yolee Enterprises in Cheyenne, WY. 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 uses a tiered wrap-fee structure for its services.

Terry Lecompte is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Primerica Advisors in 2024, Terry worked at Transamerica Financial Advisors and World Financial Group, Inc. Terry’s business activities include sales of loan products and referrals for home security and automation services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

Michael Cordero is a financial advisor with Primerica Advisors in Jacksonville, FL, holding a Series 65 license and 17 years of industry experience. His career includes roles at Pfs Investments Inc. and Primerica Financial Services since 2008 and 2009, respectively, alongside involvement in the education sector with Putnam and Flagler County Schools. Outside of financial advising, he owns a business unrelated to investments that involves home security and automation product referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through third parties, focusing primarily on individual investors rather than institutional clients.

Krishauna Vaughn is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has worked at PFS Investments Inc since 2009 and Primerica Financial Services since 2007. In addition to advisory work, she is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors is a large-scale institution serving individual investors, corporate, and charitable clients through a wrap-fee asset management program that utilizes model-driven strategies managed by unaffiliated asset managers. The firm focuses on delivering advisory services primarily to individuals and does not provide portfolio management for institutional clients or pension plans.

John Craig is a financial advisor with Primerica Advisors in Cranberry Township, PA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with Primerica Advisors since 2014 and also operates a bookkeeping and tax preparation business, as well as an eCommerce retail business specializing in outdoor grills and smokers. 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 number of separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading responsibilities to BNY Mellon Advisors.

Samuel Jordan is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Scottrade, Inc. for 13 years before joining Primerica in 2020. His other business activities include management and operations of investment-related products. 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 employs a tiered wrap fee structure rather than fixed fees.

Darren Odom is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. He has served in the U.S. Army and has been involved with Combat Connect since 2021. Outside of advising, he owns Darren E. Odom, LLC, a non-investment-related business. 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 operates at scale with thousands of advisors and offices, utilizing model-based investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing.

Kyle Young is a financial advisor with Primerica Advisors in Worthington, OH, holding Series 63 and Series 65 registrations and 11 years of industry experience. He has worked with Primerica Financial Services since 2004 and is also affiliated with Rock City Church. Outside of his advisory role, he engages in part-time activities related to home security, automation product referrals, and mortgage loan sales through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers. The firm supports a large network of advisors and offers a range of investment models, including recent additions involving cryptocurrency ETFs.

Randall Ruckman is a financial advisor at Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of his advisory role, he is an officer of Ruckman Group, LLC, a legal entity formed 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 discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure while maintaining authority over model selection and oversight.

Sue Johnson is a financial advisor with Primerica Advisors in Evansville, IN, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has been associated with PFS Investments Inc. since 2005 and Primerica Financial Services since 2003. In addition to her advisory role, she has experience managing an office for Primerica-related business activities and partakes in referrals for home security and automation products. 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-delivery strategies developed by unaffiliated asset managers and supports accounts with an overlay manager and Pershing custody services.

James Sullivan Jr. is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1992. In addition to his advisory role, he is involved in sales of home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and operates with approximately 3,987 advisors overseeing about $15.5 billion in assets under management.

Jeffrey Schweda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since the early 2000s and spent 13 years at Goodyear Tire. His other business activities include sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of 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, delegating trading to BNY Mellon Advisors.

Ronald Rippon is a financial advisor with Primerica Advisors in Flat Rock, MI, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Primerica Advisors, he worked at Primerica Financial Services, Visteon, and Valeo. In addition to advisory services, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model-based strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

Nita Wallace is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of her advisory role, she receives compensation for referrals related to home security and automation products and holds oil and gas mineral rights. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Liam Robinson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2021 and has prior experience in the wellness industry with Yoga Six and CorePower Yoga. Outside of advisory work, Robinson is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients.

Dwayne Wells is a financial advisor with Primerica Advisors in Worthington, OH, holding six years of industry experience. He has previously worked at PFS Investments Inc. and Primerica Financial Services, and concurrently maintains a role with Honda. Wells is also the owner of Created2Elevate, a business based in Columbus, OH. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by unaffiliated asset managers.