Chimene Locke is a financial advisor with Primerica Advisors in Reynoldsburg, OH, holding a Series 63 designation and 23 years of industry experience. She has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, she also works as an independent contractor for Uber. 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 uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Mark Large is a financial advisor with Primerica Advisors in Columbus, OH, holding 15 years of industry experience. He has worked at PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of advisory work, he is involved in part-time driving for Lyft and participates in sales of home security and automation product referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Michael Koehler is a financial advisor at Primerica Advisors in Columbus, Ohio, with 35 years of industry experience and a Series 63 designation. He has worked at Primerica since 1991 and held roles at Blue Diamond Attachments, Diamond Mowers, Inc., Zimmerman Manufacturing LLC, and Strickland MFG. Koehler is involved in sales of investment-related products and has additional business activities related to mortgage products and home security and automation referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Nancy Kesterson is a financial advisor with Primerica Advisors in Columbus, OH, holding 15 years of industry experience. She has worked with Primerica Advisors since 2010 and has prior experience at Pearson Education and Comfort Keepers. In addition to her advisory role, she 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-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Timothy Chiu is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 65 and Series 63 licenses and having one year of industry experience. He has worked with Primerica Financial Services since 2011. Outside of advisory work, he owns and operates a Liberty Tax franchise in Columbus. Primerica Advisors manages 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 employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Ellen Morris is a financial advisor with Primerica Advisors in Columbus, OH, holding a Series 63 designation and over 20 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2005 and has been self-employed since 2003. In addition to her advisory work, she 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 discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.