Edward Corcoran Jr. is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1990. Outside of his advisory role, he owns Dare to Deviate, LLC, which manages office space in Billings. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Mark Sullivan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has been with Primerica Advisors since 1989 and has operated a remodeling construction business since 2001. Prior to that, he worked for Carpenters Local #82 for 25 years. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Steve Pesanti is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has worked with Primerica since 1991 and has been involved in businesses including Brothers Fire LLC and Falling Larch Enterprises LLC, a tree thinning and removal company of which he is owner and manager. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers for portfolio implementation.