Michael Beckett is a financial advisor with Primerica Advisors in Brandon, VT, holding Series 65 and Series 63 licenses and having nine years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2017 and also maintains a thirty-year tenure with IBM. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts with custodial services from Pershing.

Gopal Acharya is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials. He has held roles at PFS Investments Inc., Primerica Financial Services, Howard Center, and Aris Solutions, and previously worked for ten years at Synopsys Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports account custody through Pershing.

Patrick Dunn is a financial advisor with Primerica Advisors in Salisbury, VT, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1993. Outside of advising, he has been involved in local community roles including service with the Town of Salisbury and Middlebury Union High School. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.