Keith Hoover is a financial advisor with Primerica Advisors in Frederick, MD, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at CLRA Group LLC and PFS Investments Inc., along with a decade-long involvement with Frederick Keys Baseball. He is also engaged in the sales of investment-related and home security products through affiliated companies. Primerica Advisors is a large-scale institution serving individual, corporate, and charitable clients, primarily through a wrap-fee asset management program that utilizes model-driven investment strategies managed by third-party firms. The firm offers a range of strategic and tactical investment models with support from established custodians and overlay managers.

George Shaw is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2018. In addition to his advisory role, Shaw is involved in non-investment business activities including ownership of real estate management entities in Lexington, KY, and Las Vegas, NV. 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 uses third-party asset managers and offers a wrap-fee solution with a tiered percentage-based fee structure.

Michael Koehler is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1991 and previously worked at Diamond Mowers, Inc. and Blue Diamond Attachments. Outside of advising, he operates a self-employed business under the name Results by Mike. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with trading and implementation services delegated to BNY Mellon Advisors.

James Morrey is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2009, including a prior role at CVSOA. Outside of his advisory work, Morrey serves as a soccer referee for the River Valley Soccer Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Robert Carter is a financial advisor with Primerica Advisors, holding a Series 66 credential and nine years of industry experience. His previous roles include positions at Invesco and Edward Jones. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, providing advisory services supported by third-party custodians and overlay managers.

Jerry Wicklander is a financial advisor with Primerica Advisors in Green Acres, FL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors along with corporate and charitable clients, offering a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Brittany Carraway is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at PFS Investments Inc. since 2016 and Primerica Financial Services since 2015, with earlier experience at UI Health from 2012 to 2017. Her other business activities include sales 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-based investment strategies and custodial services through BNY Mellon Advisors and Pershing.

Alec Mizner is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and also works at Werner Enterprises. 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 discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

Daniel London is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Questar Asset Management, Inc. for seven years before joining Primerica Financial Services in 2016. Outside of his advisory role, he has been involved with Creative Financial Partners in managing investment-related products and providing notary services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies created by unaffiliated asset managers. The firm supports its advisory services with a large network of financial advisors and emphasizes various portfolio models including strategic, tactical, and tax-managed approaches.

Olya Dadressan is a financial advisor with Primerica Advisors in Winston Salem, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2008. In addition to her advisory role, she 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, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating under a wrap-fee structure.

Khadijah Cisse is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2017. Outside of finance, she is a self-employed part-time midwife. 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 and supported by custodial services from Pershing.

Anthony Pascucci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1996. Outside of his advisory role, he is involved in sales of loan products, home security and automation referrals, and owns Pascucci & Associates Inc., an investment-related business serving Primerica purposes. Primerica Advisors manages a wrap-fee asset management program primarily for 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, offering model-delivery investment strategies created by unaffiliated asset managers alongside discretionary separately managed accounts.

Lynne Carlson is a financial advisor with Primerica Advisors in Oklahoma City, Oklahoma. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Carlson has been associated with PFS Investments Inc. since 2005 and Primerica Financial Services since 2004. Outside of her advisory role, she is a partner in Latigo Equine Performance LLC, where she participates in horse competitions. 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 on a large scale, providing model-driven investment strategies supported by third-party asset managers and custodial services.

Roy Stiltner is a financial advisor with Primerica Advisors in Ashtabula, Ohio, holding a Series 63 designation and 27 years of industry experience. He has worked at PFS Investments Inc. since 1998 and with Primerica Financial Services since 1986. Outside of his advisory role, he serves as an election poll worker for the Board of Elections in Jefferson, Ohio. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Karl Casper is a financial advisor with Primerica Advisors in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, Casper is involved in sales of home security and automation products through affiliated companies and owns KLC Associates Inc., which serves Primerica business purposes. 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 uses a tiered wrap-fee structure and curates third-party asset managers, delegating portfolio implementation to BNY Mellon Advisors.

Rusty Schlacke is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Tata Consultancy Services and the Cedar Rapids Community School District. He is also 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, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm emphasizes a wrap-fee structure and curates third-party asset managers for portfolio management.

Emily Lambert is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. Her prior work includes roles at Redfin Home Services and Redfin Corporation. In addition to advisory services, 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, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm selects and oversees third-party asset managers and offers various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Brian Sherwood is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors since 2006 and has additional work experience at Mercury Defense Systems. Outside of investment advising, he is involved in sales of home security and automation products as well as loan product referrals through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies and discretionary separately managed accounts supported by third-party managers and custodians.

Thomas Forscht is a financial advisor with Primerica Advisors in Chalfont, PA, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. He has been associated with PFS Investments Inc. since 1999 and Primerica Financial Services since 1998. Outside of advisory work, Forscht is involved in investment-related activities through entities such as Focused on Excellence GP, Inc. and Future Legacy Group, LLC, both formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies and discretionary management supported by third-party asset managers and custodians.

Nicholas Eilert is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, as well as work experience outside finance including manual labor on Eilert Farms. He serves as Treasurer on the Chi Rho Alumni Association Board. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including 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 investment strategies supported by third-party asset managers and custodians.