Byron Logan is a financial advisor with Primerica Advisors in Austin, TX, holding Series 65 and Series 63 licenses and with 10 years of industry experience. He has been with Primerica Advisors since 2016 and previously spent over four decades at Regal Beloit of America. In addition to his advisory role, he engages 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, utilizing model-driven strategies from unaffiliated asset managers and offering a limited number of separately managed accounts. The firm operates on a large scale with thousands of advisors and offices and manages approximately $15.5 billion in assets.

James Ellinwood is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Primerica Advisors, he worked for Weatherford LTL for 23 years. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing.

Larry Quick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1997. Outside of 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 primarily 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 utilizes a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Poonam Patel Chhipwadia is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2001. Outside of advising, she is involved in sales 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 separately managed accounts. The firm uses third-party asset managers vetted through independent due diligence and employs a tiered wrap-fee structure.

Trinity Penny is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Primerica Advisors and Primerica Financial Services in 2020, she spent eleven years engaged in homeschooling. In addition to advisory work, she is involved 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, charitable, and corporate clients, delivering advisory services through a large network of advisors and relying on model-driven investment strategies managed by unaffiliated asset managers.

Mark Penny is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 1990s. Outside of his advisory role, he is involved in selling home security and automation products 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 uses an independent due-diligence process to select asset managers and employs a tiered wrap fee structure.