Blake Otto is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier experience at the University of Connecticut and the Community School of Naples. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies through a large network of financial advisors and supports accounts with custodial and trade execution services from Pershing and overlay management by BNY Mellon Advisors.

Michael Olson is a financial advisor with Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory work, Olson is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors sponsors and 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 offers advisory services through a large network of advisors and relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution arrangements with Pershing and BNY Mellon Advisors.

Luis Barriera Garay is a financial advisor with Primerica Advisors in Bonita Springs, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Primerica Financial Services since 2011 and PFS Investments Inc since 2013. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and over $15 billion in assets under management.

Sandra Whitmer is a financial advisor with Primerica Advisors, holding Series 65, Series 66, and Series 63 licenses and three years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2023 and has prior experience outside the financial industry, including roles at Spica Up English School and WAC Tile & Marble Inc. Whitmer also receives compensation from affiliated companies for mortgage product sales and referrals related to home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and custodian services, managing approximately $15.5 billion in assets through about 3,698 financial advisors.

Shraig Zisman is a financial advisor with Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2008. Outside of his advisory role, Zisman operates a sole proprietorship focused on office and operations management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, providing a tiered wrap-fee structure and ongoing manager oversight.

Dominique Otto is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Primerica Advisors, Otto worked at Influencer Labs Inc. and MikeWorldWide. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.