Jacob Carrier is a financial advisor with Primerica Advisors in Canandaigua, NY, holding Series 63 and Series 65 credentials and seven years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Barkman Honey. He also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets and serving individual, corporate, and charitable clients through a wrap-fee asset management program. The firm offers model-driven investment strategies supported by third-party asset managers and provides advisory services primarily to individual investors rather than institutional accounts.

Tim Vangorder is a financial advisor with Primerica Advisors based in Canandaigua, NY, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with PFS Investments, Inc. since 2006 and has been affiliated with Primerica Financial Services since 1999. Outside of advisory services, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and a select number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on model-based portfolio management rather than institutional pension or profit-sharing plan management.