Janice Chinn is a financial advisor with Primerica Advisors in Centerville, OH, holding 24 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1995. Outside of her advisory role, she is the founder of the Just For You Foundation and serves as Executive Director of its Ephraim's House programs, in addition to owning All Tax Matters and Chinn Industries. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and employs an operational model featuring tiered wrap fees and oversight of portfolio management.

Jerry Henderson is a financial advisor with Primerica Advisors in Centerville, Ohio, holding 10 years of industry experience. He has been with Primerica Advisors, Greenbriar, and Primerica Financial Services since 2015. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and implements models via BNY Mellon Advisors, with a distinctive tiered wrap-fee structure and operational oversight of third-party managers.

Richard Burkes is a financial advisor with Primerica Advisors in Centerville, OH, holding a Series 66 designation and 25 years of industry experience. He has worked with Primerica Advisors since 2018 and previously held roles at Stratos Wealth Partners and LPL Financial. Outside of advisory services, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors and Pershing.

Elizabeth Braun is a financial advisor with Primerica Advisors in Centerville, OH, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Primerica Advisors since 2022 and has worked at Primerica Financial Services since 1999. Outside of advising, she is involved in sales of home security and automation products, as well as other home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies offered by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Tobias Jones is a financial advisor at Primerica Advisors with 17 years of industry experience. He has been with Primerica Advisors since 2008 and has a background that includes roles at Primerica Financial Services. Outside of his 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, which offers model-delivery strategies and a limited number of discretionary 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 rather than fixed fees.

Vickey Parks is a financial advisor with Primerica Advisors in Centerville, OH, holding a Series 63 designation and 20 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2005. In addition to her advisory role, she 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, offering model-delivery strategies and a select 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 for its services.

Andrew Napier is a financial advisor with Primerica Advisors in Springboro, Ohio, holding a Series 63 designation and eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2017 and previously was employed by Student Painters from 2014 to 2016. Outside of advisory work, he 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, which includes 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 delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap fee structure.

Phillip Johnson is a financial advisor with Primerica Advisors in Centerville, OH, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001 and has worked at Miami University since 2017. In addition to advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.