Rebecca Albers is a financial advisor with Primerica Advisors who holds Series 65 and Series 63 licenses and has 11 years of industry experience. She has worked with Primerica in various capacities since 2013 and has also been associated with W.D. Olson & Associates, Inc. since 2017. Outside of her advisory role, she is involved as an independent contractor with Business Seals Consulting and serves as an executive assistant for Orel Express & Associates. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party managers and custodians.

David Oates is a financial advisor at Primerica Advisors with 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002 and also has a longstanding role at S. O. R. Inc. since 1992. Outside of his advisory work, he drives part-time for DoorDash. Primerica Advisors is a large-scale firm serving primarily 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 featuring model-based strategies managed by unaffiliated asset managers, supported by institutional custodians and overlay managers.

Brock Hunter is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at PFS Investments Inc., Progrexion, and Primerica Financial Services, where he has worked since 2004. Outside of finance, he serves as a care partner for SendaRide, a non-emergency medical transportation service in Oklahoma City. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodial services, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.

Mitchell Sosa is a CFA® charterholder and Series 63 licensee with six years of experience in the financial industry. He is currently affiliated with Primerica Advisors and has a background that includes roles at INEOS, Axiom Space Inc., Intuit Inc., and Enterprise Products Company. Outside of his advisory work, he owns MS CPA LLC, providing tax preparation and filing services, and Mitchell Sosa Inc., a consulting business. 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 curates third-party asset managers and employs a tiered wrap fee structure, focusing on percentage-based billing rather than fixed fees.

Amy Wyse is a financial advisor with Primerica Advisors in Stow, Ohio. She holds a Series 63 designation and has eight years of industry experience. Her prior work includes positions at PFSI Investments Inc., Primerica Financial Services, Welcome Wagon, and PartyLite Gifts. In addition to advisory services, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

Cole Proffer is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has 16 years of industry experience and has been associated with PFS Investments Inc. and Primerica Financial Services since 2008 and 2009, respectively. In addition to investment services, he is involved in the sale of loan products and home security and automation 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 operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

William Stuart is a financial advisor with Primerica Advisors in Maryville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1980. Outside of advisory work, he is involved with Steamboat Ski & Resort Corp., where he has had a role since 1978. 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 operates an exclusively percentage-based, tiered wrap fee structure.

David Garcia is a financial advisor with Primerica Advisors in Tucson, AZ, holding Series 65 and Series 63 licenses and having seven years of industry experience. His work history includes roles at Primerica Advisors since 2019 and at ABLE Engineering for ten years. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as 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-based recommendations overseen by external asset managers.

Michael Perkins is a financial advisor with Primerica Advisors in Springville, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica since 2005. Outside of advisory activities, he is involved in sales of loan 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 utilizes model-based strategies developed by third-party managers and maintains approximately $15.5 billion in assets under management through a nationwide network of nearly 3,700 advisors.

Megann Murphy is a financial advisor at Primerica Advisors with credentials including Series 63 and Series 65 and five years of industry experience. She has held roles with Arlington School District and its school board, and has been affiliated with PFS Investments Inc. and Primerica Financial Services for several years. Outside of her advisory work, she manages a commercial kitchen services business and owns two farms in South Dakota. 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 an operational model based on tiered wrap fees rather than fixed fees.

Jacklin Ledoux is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 65 and Series 63 certifications and one year of industry experience. Prior to joining Primerica Advisors, Ledoux worked at Amazon.com LLC and Hospitality Staffing Solutions. Primerica Advisors sponsors and manages 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 delivers advisory services through a large network of financial advisors utilizing model-based investment strategies supported by third-party asset managers and custodians.

Michael Humphreys is a financial advisor with Primerica Advisors in Flowood, MS, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has also worked in law enforcement with the Brandon Police Department and Capitol Police. Humphreys is the sole owner of Humphreys Consulting Group, Inc., an investment-related entity established for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Craig Yoshino is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2014–2015, and he has been involved with Bardahl Manufacturing Corp. since 2010. Outside of advisory services, Yoshino engages in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jacob Bohanan is a financial advisor with Primerica Advisors in Springdale, Ohio, holding a Series 63 designation and four years of industry experience. His work history includes roles at Torchlight Financial Group, PFS Investments Inc, Primerica Financial Services, and The Christ Hospital. He also serves in the United States Air Force, where he has been active for ten years. 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-delivery strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Todd Myers is a financial advisor with Primerica Advisors in Chanhassen, MN, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Primerica Financial Services since 2003, Kensington International from 2014 to 2019, and ACCRA Home Care beginning in 2024. Outside of financial advising, he is the owner and sole proprietor of Midwest Talent Advisors LLC, an HR consulting business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select separately managed account options primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Nelida Flynn is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of her advisory role, she owns Adilen Enterprises Inc., a legal entity formed for Primerica business purposes. 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, offering a range of investment models implemented through established custodians.

Keith Whetter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Primerica Advisors since 2002 and is also involved with EHR Financial Group and several other businesses related to auctions and auto sales. Outside of advisory work, he engages in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-based strategies and 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 for its services.

Awa Njie is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 66, 63, and 65 licenses, and has 15 years of industry experience. Prior to joining Primerica Advisors in 2019, Njie worked at J.P. Morgan Securities and Jpmorgan Chase. Outside of advisory duties, Njie serves as president of Smiling Coast Financial Services, LLC, an entity established for Primerica-related investment business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third-party asset managers and supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Richard Schaefer is a financial advisor with Primerica Advisors in Hillsboro, OR, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at PFS Investments Inc and Primerica Financial Services since 1989 and has been associated with Endries International Inc since 2004. In addition to advisory services, he is involved in sales of investment-related products and referrals for 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 discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio trading delegated to BNY Mellon Advisors.

Ernest Escarcega Jr. is a financial advisor with Primerica Advisors in Tucson, AZ, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies and owns EDESVP, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to 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.