William Ouellette is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments, Inc. and Instacart, as well as a long tenure at Primerica Financial Services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Jason Kincaid is a financial advisor with Primerica Advisors in Burbank, CA. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to joining Primerica, he has worked with the LA County Sheriff Department since 2015. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jonathan Holman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes seven years at Oracle Corporation and ongoing roles with PFS Investments Inc. and Primerica Financial Services since 2009. In addition to advisory services, he is involved in selling loan products and home-related 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 selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Philip Imhoff is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1995 and has prior experience with Beverly Hills Unified School District and Entertainment Partners/Central Casting. Outside of his advisory role, he serves as the volunteer membership committee chairman for the Canoga Park/Westhills Chamber of Commerce and is a part owner of Talk Peace Farm, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and implements models via BNY Mellon Advisors, using a tiered wrap fee structure rather than fixed fees.

Willard Hansen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is involved in sales of home security and automation products through affiliated companies and receives compensation for referrals related to these services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure for its services.

Mical Pyeatt is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 designations and over 43 years of industry experience. She has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of her advisory role, she is a partner in Darwin the Story LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale, employing nearly 3,700 advisors and managing approximately $15.5 billion in assets, with investment strategies delivered primarily through model portfolios managed by unaffiliated asset managers.

Dan Chu is a financial advisor with Primerica Advisors in Rosemead, CA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1988 and previously worked at In Home Solution Services from 2018 to 2022. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides 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 curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Irene Anderson is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with PFS Investments Inc. since 2004 and with Primerica Financial Services since 2003. In addition to her advisory role, she is involved in sales of loan products and home-related 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 discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, providing portfolio management primarily for individual clients rather than institutional plans.

Kardia Pinckney is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2004. Pinckney also serves as President of Ideal Youth Inc., a nonprofit organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

Shahen Mansourian is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Mansourian also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a percentage-based, tiered wrap fee structure.

Fernando Bonada is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Primerica Financial Services since 2005. In addition to his advisory role, he has operated Playa Digital Media since 2002. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure while maintaining oversight of its investment offerings.

James Palazzolo is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1993. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides 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 uses third-party asset managers and emphasizes a tiered wrap-fee structure while maintaining oversight of its investment models.

Judith Lind is a financial advisor with Primerica Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has worked with Pfs Investments Inc and Primerica Financial Services since 2002. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. 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 account options. The firm uses third-party asset managers and custodian services, operating under a tiered wrap-fee structure.

Canaan Knigge is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked in engineering consulting roles at firms including Kimley-Horn and Advanced Engineering & Environmental Services. Outside of advising, he serves as an engineering consultant and civil analyst. Primerica Advisors is a large firm that provides a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based strategies managed by third-party asset managers and supports trade execution and custody through Pershing.

Chung On Wang is a financial advisor with Primerica Advisors based in Burbank, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His work background includes long-term roles at Primerica Advisors, Primerica Financial Services, Sintex Sales, and Lyco Enterprises. He is also involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors is a large institutional firm that sponsors 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 utilizes model-delivery investment strategies created by unaffiliated asset managers and offers discretionary portfolio management with support from BNY Mellon Advisors and Pershing.

Juan Quintero is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides 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, focusing on retail client portfolios rather than institutional or pension plan management.

William Winkelmann is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. 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 provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Alana Amela is a financial advisor at Primerica Advisors with five years of industry experience. She holds Series 63 and Series 65 credentials. Prior to her advisory role, she worked in various service and retail positions. In addition to her advisory work, she is a part-time personal trainer. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies and offers discretionary separately managed accounts.

Daniel Davis is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Financial Services and PFS Investments Inc. since 2001. Outside of advisory activities, he is involved in the sale of loan products, home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that serves individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Derrick Schmucker is a financial advisor with Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked with Primerica Advisors since 2004 and Primerica Financial Services since 2003, with a brief tenure at Volt Workforce Services from 2016 to 2017. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than servicing institutional pension or profit-sharing plans.

Sheri Humphrey Apodaca is a financial advisor at Primerica Advisors in Burbank, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2013, and previously spent over two decades at Carat. Outside of her advisory role, she serves as a reservist poll worker in Glendale, California. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

Timothy Hohn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been associated with Primerica Financial Services since 2004 and also works with McLaren Industries and PFS Investments Inc. His outside activities include part-time sales of home-related products such as home security and automation through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selective separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.