Donna Katz is a financial advisor with Primerica Advisors and holds the ChFC®, Series 63, and Series 65 designations. She has 33 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved with The Opus Foundation, helping to raise funds through events such as golf outings and wine tastings, and also works as a self-employed travel advisor. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages assets through various strategies and platforms, supporting discretionary and non-discretionary accounts with a range of investment options and lending solutions.

Louis Mohn is a Series 66-licensed financial advisor with Primerica Advisors, based in Naples, FL, and has 14 years of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities since 2011. Outside of his advisory role, he serves on the board of the Louzan Family Scholarship Corporation, a scholarship foundation. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.