James Schaefer is a financial advisor with Primerica Advisors in Brimfield, OH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Primerica Advisors since 2002 and has prior experience with UTC Aerospace and Ohio Strip Steel. Outside of advisory work, he is involved in sales of home security and automation products as part-time referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Thomas Pfeiffer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been associated with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of his advisory role, he operates TP Marketing Solutions as a self-employed marketing consultant. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering various model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a percentage-based, tiered wrap fee structure and curates third-party asset managers while maintaining oversight of its investment models.

Mark Minns is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1998 and previously spent over three decades at Sterling Inc. His other business activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Richard Grissom is a financial advisor with Primerica Advisors in Hartville, Ohio, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has been with Primerica Advisors since 1990 and Primerica Financial Services since 1988. Outside of his advisory role, he manages 20 acres of land where he raises cattle and sells hay. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure in its operational model.