Lucas Cooley is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at PFS Investments Inc. since 2013 and has been affiliated with Primerica Financial Services since 2008. Outside of his advisory role, 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 offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.

Jason Alves is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including construction and home remodeling, alongside his financial services career. Alves is involved with companies affiliated with PFS Investments, Inc., where he sells investment-related products and also receives compensation for referrals of home security and automation services. 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 under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of strategic and tax-aware investment models.

Lyndah Tello is a financial advisor with Primerica Advisors in Garner, NC, holding Series 63 and Series 65 credentials and with eight years of industry experience. Her prior roles include positions at Wells Fargo and SunTrust Bank, alongside ongoing involvement with Reina Consulting, Inc. She is the founder of 1099 Ladies No Cost Networking, a networking group for women. Primerica Advisors serves 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 that emphasizes model-based investment strategies managed by unaffiliated asset managers, supported by an overlay manager and custodial services.

Milady Irizarry is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with Primerica Advisors since 2014 and TaxWorks since 2015. Outside of advisory work, she is involved with Intrepid Ventures, Inc., operating Liberty Tax Service, and works as a real estate agent with Keller Williams Capital Realty. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Sean Fields is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and eight years of industry experience. His work history includes roles at Superior Logistics and PFS Investments Inc, alongside his ongoing tenure at Primerica Financial Services. He is involved in the sale of investment-related and non-investment related products through affiliated companies, including residential loan products and home security services. Primerica Advisors primarily serves individual investors, both non-high-net-worth and high-net-worth, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Andre Prince is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His background includes roles at Primerica Financial Services, Pfs Investments, Inc., as well as positions in local government and construction. Outside of advising, he is 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, which features model‑delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail investor portfolios rather than institutional or pension plan management.

David Hall is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of advisory services, Hall is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a selection of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Danielle Duncan is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at PFS Investments Inc. since 2022 and Primerica Financial Services since 2019. Outside of financial advising, she is a self-employed piano teacher and works part-time as a videographer for Dance Production House, primarily recording dance performances. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with model-based investment strategies primarily delivered through its financial advisors. The firm oversees approximately $15.5 billion in assets under management and offers a range of discretionary portfolio management solutions supported by third-party asset managers and custodians.

Daniel Creswell is a financial advisor with Primerica Advisors in Wake Forest, NC, holding Series 63 and Series 65 credentials and having four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of his advisory role, Creswell is involved with North Wake Church and has operated Sychar Properties, a real estate business focused on house flipping, since 2008. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Cindrell Thomas is a financial advisor with Primerica Advisors in Sugarland, TX, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2001. Outside of her advisory role, she is a member of Cee G.O.A.T., LLC, a non-investment related entity. 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 to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Ismael Rojo is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at SBCUSD, Walmart, and AT&T. Outside of advising, he is involved with Thrive Academics, an educational organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Suzette Rivera is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 29 years of industry experience. She has worked with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she is an educational consultant specializing in classroom management and a self-employed music teacher. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Edwin Martinez is a financial advisor with Primerica Advisors based in Farmingdale, NY, holding a Series 63 designation and 14 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2006. Outside of advisory services, Martinez is involved in sales of home security and automation products, mortgage loan products, and other home-related services through affiliated companies. Primerica Advisors is a large firm offering 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 uses model-delivery strategies managed by third-party asset managers and provides advisory services through a broad network of advisors.

Joseph Andrade is a financial advisor with Primerica Advisors in Amherst, NY, holding a Series 63 designation and 25 years of industry experience. His career includes roles at Crossmark and longstanding positions at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, he 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, 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.

Luke Lorenz is a financial advisor with Primerica Advisors based in State College, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1999 and also has a role with the State College Area School District. Outside of advising, he is a singer in a band named Rama Lama and is the owner of Ashland Knox LLC. Primerica Advisors is a large-scale advisory firm serving primarily 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 featuring model-driven strategies managed by third-party asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Harry Holmes is a financial advisor with Primerica Advisors, holding a Series 66 designation and having 25 years of industry experience. His work history includes roles at HD Vest, Turbo Tax TA, and his own tax preparation and business ventures. Outside of advising, Holmes owns businesses including Holmes Ice Company LLC and a tax preparation firm, and he is also a licensed real estate broker. 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.

Peter Dickenson is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Primerica Advisors since 2016 and Primerica Financial Services since 2014. In addition to advisory work, he receives compensation for the sale of loan products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based strategies created by unaffiliated managers.

Nicole Leffingwell is a financial advisor with Primerica Advisors in Salinas, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior work includes roles at Rejuv At Work, Mt Shasta Engineering, and several small businesses where she held positions ranging from office management to ownership. Outside of advising, she serves as an office manager and corporate secretary for Northgate Design, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts 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.

Thomas Nead is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. He has worked at Primerica Financial Services since 2002 and is also affiliated with PFS Investments Inc. and Comprehensive Sub Solutions. Outside of advisory services, he is involved in the sale of home security, automation products, and loan products through related affiliates. 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 operates at scale with thousands of advisors and offices and delivers advisory services through a model-based investment approach supported by unaffiliated asset managers and custodial services.

Shawn Keller is a financial advisor at Primerica Advisors in Fort Myers, FL, holding a Series 65 credential with one year of industry experience. His prior work includes roles at PFS Investments Inc., Philly Junction, Saluscare, and Papa Johns. He has also been affiliated with Florida Gulf Coast University since 2012. 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 supports trade execution and custody through established providers, catering primarily to non-institutional investors.