Charles Benton is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2017, and has been involved with Edward and Son LLC and Madison Area Technical College since 2007. Outside of his advisory role, he works part-time as an Uber Eats driver. 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 discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation managed by BNY Mellon Advisors.

Sean O'Brien is a financial advisor with Primerica Advisors in Parsippany, NJ, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Primerica Advisors since 2013 and previously spent nine years with Interstate Container. Outside of his advisory role, he is an independent packaging sales representative and serves as an executor for a client estate. 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 employs model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Felicia Banks is a financial advisor with Primerica Advisors in Greenacres, FL, holding Series 65 and Series 63 credentials and having 10 years of industry experience. Her prior experience includes roles at Aetna and NuVista Living at Wellington Green. She is also involved in part-time sales of loan products and home-related services through firms affiliated with Primerica. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third-party asset managers and operates at scale with approximately $15.5 billion in assets under management.

Jacques Takou Tuh is a financial advisor with Primerica Advisors in Everett, WA, holding Series 65 and Series 63 credentials and having one year of industry experience. His prior work includes roles at Slalom Consulting and PwC. He is involved in sales of investment-related and loan products, as well as referrals for home security and automation services through affiliated Primerica companies. Primerica Advisors provides 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 utilizes model-delivery investment strategies managed by unaffiliated asset managers and offers portfolio management integrated with custodial and trade execution support.

Jabez Rocha is a financial advisor with Primerica Advisors in Artesia, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2018 and with Primerica Financial Services since 2010. Outside of his advisory role, Rocha is a co-founder and secretary of the Manzanilla Foundation, a Christian nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jerardo Cruz is a financial advisor with Primerica Advisors in Modesto, CA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has been with Primerica Advisors since 2016 and has worked at Primerica Financial Services since 2013. Outside of advising, he 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, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing, offering a tiered wrap-fee structure and maintaining authority over model selections.

Kimberly Monroe is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2007 and also works with Innovage. Monroe operates Monroe and Associates LLC, a related entity, dedicating part of her time to this business. 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 employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Mark Weiss is a financial advisor with Primerica Advisors in Woodland Hills, CA, holding Series 65 and Series 63 licenses and 26 years of industry experience. He has been affiliated with PFS Investments Inc. since 2000 and Primerica Financial Services since 1999. Outside of advisory work, he is involved in sales of loan products through Primerica Mortgage, LLC and refers home security and automation services for Primerica Client Services, Inc. Primerica Advisors sponsors 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 uses model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Ysela Madrigal is a financial advisor at Primerica Advisors with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Jessica Bryan is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Primerica Advisors since 2003 and affiliated with Primerica Financial Services since 2002. In addition to her advisory role, she serves as a group coach for Spearhead Consulting Group. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm manages third-party asset managers and employs a tiered wrap fee structure while delivering custody and trade execution services through Pershing and Primerica Brokerage Services.

Edward Kitchell is a financial advisor with Primerica Advisors in Saratoga Springs, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and owns Kitchell & Associates, Inc., through which he is involved in sales of investment-related and other home-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Rosemary Manrao is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been associated with PFS Investments Inc. since 2005 and Primerica Financial Services since 2004. Outside of her advisory role, she is the owner of RK Management Group LLC, a non-operational business entity. 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 account options. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees, focusing primarily on retail client portfolios rather than institutional or pension plan management.

Steven Cross is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1987. Outside of advisory work, he is involved in sales of home security and automation products as well as loan products 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 primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on a tiered wrap fee structure.

Jonathan Roth is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously operated Company de Roth for nine years. Roth also engages in related business activities including sales of loan products and home services referrals through affiliates of Primerica. 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 emphasizes a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Reginald Reid is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 66 and Series 63 licenses and 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of his advisory role, Reid is a partner in Qulture Lounge LLC, a restaurant and bar in San Antonio, and owns RLR Financial LLC, a tax preparation service specializing in individual 1040 tax returns. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Christopher Cleaver is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he has a long tenure with Primerica Financial Services since 2002 and has worked at Uline, Inc. since 2008. He is involved in sales of investment-related products and part-time referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and some 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 investment strategies and outsourced portfolio management.

Miloslava Moravec is a financial advisor with Primerica Advisors in Lansdale, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Primerica Advisors since 1990 and Primerica Financial Services since 1996. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and implements portfolios via BNY Mellon Advisors, operating primarily with a percentage-based wrap fee structure.

Shraig Zisman is a financial advisor with Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2008. Outside of his advisory role, Zisman operates a sole proprietorship focused on office and operations management. 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 uses third-party asset managers and BNY Mellon Advisors for model implementation, providing a tiered wrap-fee structure and ongoing manager oversight.

Tiffany Long is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. She has one year of industry experience and previously worked at Primerica Financial Services and PFS Investments Inc. Outside of advising, she has involvement in sales of loan products and home-related services 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 delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

Lisa Monpere Cruz is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and 14 years of industry experience. She has worked with PFS Investments Inc. since 2012 and has been involved in entrepreneurial ventures including executive pen sales and internet affiliate marketing. Cruz has also served on the faculty at the University at Buffalo since 1986. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure with various investment models implemented through BNY Mellon Advisors.