Shona Furman is a financial advisor with Primerica Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses with five years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with a 15-year tenure at the City of Philadelphia. Outside of advising, she is involved in sales of investment-related and home service products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services primarily through financial advisors using model-based investment strategies supported by third-party asset managers and custodians.

Anthony Timet is a financial advisor with Primerica Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2007. Outside of investment advising, 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 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 rather than fixed fees.

Raymond Byrnes is a financial advisor with Primerica Advisors in Hatboro, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with Primerica Financial Services and PFS Investments Inc. since 2002. Outside of his advisory role, he has been involved with the LaSalle College High School Take Down Club since 2014. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.